The CRM Zen Show Episode 215 – My Area Of Deskpertise

Zoho News

Implementation of the Week

  • Complete PPC Tracking Dashboard via CRM // Analytics
    • Pay per click (PPC) advertising can be a valuable tool for increasing your Lead flow and reach
    • However, it is extremely important to properly track the return on ad spend for these Leads, to ensure that you are actually making money on the effort
    • Because PPC data is oftentimes primarily stored on the advertising platform (Facebook, Google) it can be tricky to attribute your revenue back to the original source
    • In this implementation, we pulled Facebook and Google data directly into Zoho Analytics
    • Then, UTM parameter tracking was enabled for all forms on the clients website to capture the PPC source information into the CRM
    • Next, SQL tables were created to coalesce Facebook and Google PPC data with the resultant Leads
    • Lastly, a dashboard was created to house multiple reports/charts visualizing the spend data against the inbound Leads generated, and revenue closed

Code Share of the Week

This Weeks Read

New On Zenatta

Application / Plug-In of the Week

  • Dataholics for Zoho CRM
    • Key Features:
      • International street address lookup inside your Zoho CRM modules (with What3Words integration)
      • Company insights for all your CRM leads and accounts
      • Validated email addresses, job titles, and social media links for leads and contacts
      • Easy new-lead generation inside your Zoho CRM Leads module

Tips and Tricks

  • How to Link Zoho Creator Forms to Zoho CRM
    • In this video, Josh guides you through connecting your forms built inside Zoho Creator to your Zoho CRM records. Using an extension, the forms created in Creator are displayed as a related list in your CRM.

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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