The CRM Zen Show Episode 199 – When Chase Closes a Door, HSBC Opens a Window

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Zoho News

Implementation of the Week

  • CRM/Campaigns – Automated Topic Assignment via CRM Tags
    • This is built in the new CRM/Campaigns sync, which requires the usage of Topics for including Contacts in mailings
    • First, we set up fields in the Contacts (Tags, in this case) that we will use to define with which topics a contact should be associated
    • Then, sync All Contacts into a master Mailing List via the new sync methodology
    • Last, we use a Campaigns Workflow (often used for automated emails/SMS, but they can be used for MUCH more) to sort the Contacts by Tags and associate them with the proper Topics

Code Share of the Week

  • Null Checks
    • We’ve all been there. Your function works perfectly when you test it, then it goes live and someone pings you a week or two later and says “Hey, your thing didn’t work”. How?!? You didn’t change the code, so how can it have worked fine for a week and suddenly break? Because Null happens.

This Week’s Read

New On Zenatta

Application / Plug-In of the Week

  • Due
    • A very slick app for iOS and Mac OS.  Great little app to track tasks and daily reminders.  Overall excellent interface, alarms, and functionality. 

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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

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.