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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

Billy Bates

Senior 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


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.