The CRM Zen Show Episode 192 – Working Remote Or Remotely Working

Zoho News

Implementation of the Week

  • Client Logo Management for Proposal Generation
    • Oftentimes, clients ask us to help them automate proposal generation
    • Sometimes, they’re looking to personalize the proposal by including the client’s logo, dynamically merged from the CRM data (stored as a Record Image)
    • CRM Workflows can be used to upload a Record Image (logo) to Workdrive and generate a direct download public URL for the image
    • This image URL writes itself back to the CRM Account, and can then be used via the native merge to pull into Mail Merges

Code Share of the Week

This Week’s Read

New On Zenatta

Application / Plug-In of the Week

  • Figma
    • Our team loves and lives in this design and prototype application.  Similar to Adobe’s XD, this collaboration tool to get started is free and worth checking out.

Tips and Tricks

Billy

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

Senior 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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