The CRM Zen Show Episode 219 – Ship Happens

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Zoho News

Implementation of the Week

  • CRM Outreach Automation based on Web Visit Data
    • After a web-visitor has been connected to their CRM Lead/Contact record, each subsequent visit updates their Visitor Summary data within CRM.
    • This Visit Summary includes the page visited, as well as the date/time of that visit.
    • Using CRM workflows, we built out auto-generated communications based on this most recent visit date/time, and the page visited.

Code Share of the Week

  • Custom Lead Conversion
    • In CRM, Leads are a sort of unqualified record that can become a Contact, Account, and Deal at a press of a button (if you set your Lead Conversion Mapping right 😉)!
    • This is standard practice and converting leads is an important part of the Sales process.
    • The issue is that, sometimes, just the Contact, Account, and Deal aren’t enough! You might need to create a record on a custom module or even create two contacts from the same lead record, for example.
    • This code is an example of that – converts that lead into a Contact, Account, and Deal using the standard Lead Conversion Mapping and also an Additional Contact record associated with the contact that was converted from the lead.

This Week’s Read

New On Zenatta

Application / Plug-In of the Week

  • MXToolbox
    • Whether you are blacklisted or not, a great tool to see where your domain currently stands.

Tips and Tricks

  • Email Verification Using Clearout
    • In this video, Kody walks you through verifying your email list using Clearout. Using this verification process will help you avoid high bounce rates, emails in spam folders, or the worst-case scenario of getting “blacklisted.”

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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.