The CRM Zen Show Episode 212 – Turn And Face The Campaign Ch-Ch-Changes

Zoho News

Implementation of the Week

  • Scheduled Sync Integration of Zoho Subscriptions and Totango via Zoho Analytics
    • In this implementation, the goal was to surface Customer Monthly Recurring Revenue (MRR) automatically in a 3rd party platform, Totango 
    • First, myriad Subscription Services were summed up for each Customer using Zoho Analytics
    • Then, we created a scheduled function in Zoho to reference the custom data table in ZAnalytics
    • Lastly, we reformat the returned JSON data to a format accepted by Totango, and use an OAUTH connection to update the Totango Customer Accounts accordingly

Code Share of the Week

This Weeks Read

  • Zoho for Startups completes 5 years, goes global
    • Up until finding this article, we had no idea that this was a thing Zoho was doing.  This is a very cool program Zoho has going on to help startups, and nice to see it expanding to other markets outside of India.

New On Zenatta

  • Zenatta Blogs
    • Which Zoho Bundle Is Right For You?
      • In case you missed it this past week, our monthly webinar was on the Zoho bundles this month. Here is a quick write-up along with the webinar recording.

Application / Plug-In of the Week

  • Time Tracker for Zoho CRM
    • Key Features:
      • Automatically calculates the exact amount based on a user’s hourly rate and the total time spent on a particular record.
      • Creates a timesheet module where all timesheet data is stored.
      • Tracks the time spent by a user on a particular contact, deal, or account.
      • Provides description fields where users can write notes for a better time tracking process

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

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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