The CRM Zen Show Episode 207 – Zoho Voice Becomes Textually Active

Zoho News

Implementation of the Week

  • Priority Based Relationship Building in Zoho CRM via Zoho Analytics
    • This implementation is centered around a method to give ourselves a way to create record-to-record associations in CRM when the data may be messy or unformatted (especially after a migration)
    • First, we pull all of the data into Analytics. For example, we could use this process for relating Accounts and Deals
    • For example, a Deal may have fields for Account ID, Company Name, and website (of course, this isn’t optimal, but we often are brought in to fix these kinds of issues)
    • We can use SQL in Analytics to create a priority-based JOIN statement that will look for matches on Account ID, then Company Name, then website
    • If a match is found using a “higher priority” field, we will use that. Otherwise, we check the next option
    • Last, the data is formatted for easy import to CRM with the necessary record IDs listed (in this case, Account ID and Deal ID)

Code Share of the Week

This Weeks Read

  • 8 Webinar Ideas for 2022
    • Looking for some new ideas to spice up your next webinar?  Zapier provides some solid ideas in this week’s read.  Also, if this interests you, chime in to this week’s show to get Brett’s bonus ideas on this matter.

New On Zenatta

  • Zenatta Blogs

Application / Plug-In of the Week

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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