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The CRM Zen Show Episode 198 – Brand Stu Studio

Zoho News

Implementation of the Week

  • Zoho CRM – Multi-Pipeline Automations for Upsell Opportunities
    • For companies with multiple products/services, multiple Deal Pipelines can be created to track sales processes for each product/service
    • Oftentimes, winning a Deal for a given product/service indicates that the Customer may be a good fit for a secondary product/service
    • In this implementation, we set up a function to auto-generate a second Deal in a new pipeline upon winning a previous Deal
    • This new Deal is assigned via round-robin to the specific sales team for this product/service type and carries over necessary information for the hand-off to the new team

Code Share of the Week

This Weeks Read

New On Zenatta

  • Zenatta Blogs
    • Why Prototype?
      • Because it saves you from a ton of pain and suffering at the end of the day.  And in the design world, it can also save you a lot of money as well.

Application / Plug-In of the Week

  • Semrush
    • A few of our clients use this tool to track the overall health and quality of their websites and campaigns.  Though it is a bit more expensive than most tools, the reporting and data it gives you are hands down one of the best.

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.