The CRM Zen Show Episode 195 – Zoholander: Mail Model

Zoho News

Implementation of the Week

  • Automated Project Generation via CRM Workflow and Custom Module
    • Oftentimes, we set up the CRM to auto-create Projects in specific Templates based on CRM Deal data
    • However, sometimes, the rules to select Templates are more complicated
    • In this case, the team built a custom module lining up Products with additional conditions per product (each Product could require a different Template, based on other Deal conditions)
    • On Deal update to Closed Won, related Products collected via function and compared to custom “Project Rules” module
    • Function runs in a pre-defined hierarchy to determine Project Template required

Code Share of the Week

  • Bulk Update Records in the CRM
    • Since Zoho now counts functions towards API calls, here is a way to be more conscious about the way your code is structured.

This Weeks Read

  • CRM’s Storied Past by Leonard Klie, Editor, CRM magazine and SmartCustomerService.com
    • For some of you, this will be a blast from the past.  A great article covering the history of CRMs over the last 70 years.

New On Zenatta

  • Zenatta Blogs
    • Zoho Projects Full Product Overview
      • Thank you to everyone who attended this past week’s webinar.  For those of you who missed it here is the full webinar along with a writeup. 

Application / Plug-In of the Week

  • Shopify extension for Zoho CRM
    • Not only is this a great Shopify extension, but amazing to see the team over at CRMOZ still putting out great extensions despite everything going on in their home country and where their business is located – Kyiv, Ukraine.  

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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