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The CRM Zen Show Episode 190 – Wait, We Had a Test Yesterday?!?

Zoho News

Implementation of the Week

  • CRM Operations Backlog reporting via Analytics
    • Zoho CRM is a powerful tool for tracking sales, engagement, and operations processes
    • Because of the customization and automation potential in the CRM, each step can be date stamped at the beginning and end of the process
    • Zoho Analytics can then be used to roll up this data into actionable insights around where internal processes can be streamlined and optimized

This Weeks Read

New On Zenatta

Application / Plug-In of the Week

  • Related Tickets by Custom Fields for Zoho Desk
    • Key Features:
      • Add custom fields specific to the layouts in your departments.
      • View key information of the related tickets, such as ticket ID, ticket owner, status, and date/time created.
      • Find related tickets that match the field value of a specific custom field, or all added custom fields.
      • Select which profiles can access the extension in their corresponding departments.

Tips and Tricks