The CRM Zen Show Episode 191 – FiredUp Culture Club Zenatta

Zoho News

Implementation of the Week

  •  Zoho Desk/CRM/Books Integration for Hourly Tracking
    • Zoho Desk can be used to track work hours against requests
    • On-time entry addition, Zoho Desk can write to the CRM version of the time entry to the relevant CRM Account
    • Scheduled functions run in CRM to pull in all purchased support hours via Zoho Book invoices to CRM Account
    • CRM time entries are added then deprecate from purchased hours. Once hours are low or zero, auto-reminders sent to the Customer

Code Share of the Week

This Weeks Reads

New On Zenatta

  • Zenatta Blogs

Application / Plug-In of the Week

Tips and Tricks

In this week’s tip Drew dives into “What is CRM?” explaining various marketing and sales scenarios for CRM and how they engage with the CRM.

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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