The CRM Zen Show Episode 187 – Try-Catch Me If You Can

Zoho News

Implementation of the Week

  • CRM Price Books Reporting via Analytics
    • Price Books in the CRM are a great way to set custom pricing for items by volume
    • These Price Books directly pull into Quote generation in the CRM
    • Unfortunately, the CRM Reports do not well summarize this data, and Zoho Analytics does not properly pull over the Price Books // Product linking data
    • This means that, natively, you cannot get a good top down report of Prices per Customer, or all potential Prices for a given Product
    • Custom CRM Scheduled Function created to regularly sync Price List // Product data to a custom data-table in Analytics
    • This allows for easy viewing of all Price List // Products associated with a client, and all possible Prices of a given Product

This Week’s Read

  • Zoho’s Surround Strategy By Denis Pombriant
    • This article is a few month’s old but a great take on Zoho’s approach to the market.

New On Zenatta

Application / Plug-In of the Week

  • Google Routes for Zoho CRM
    • The Google Routes for CRM extension brings the Google Map API into Zoho CRM modules. 
    • This allows you to: 
      • Create location markers and build routes directly into the records of these default modules:
        •  Leads, Contacts, Accounts, Deals, Sales Orders, and Purchase Orders. 
        • This widget cannot be used in custom modules.

Tips and Tricks

Billy

Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Developer

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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