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The CRM Zen Show Episode 224 – One Billion Dollars! Mwah-ha-ha-ha!

Zoho News

Implementation of the Week

  • Books/Analytics – Automated Books Customer Balance Notifications with Analytics Audit Logging
    • In this implementation, our goal was to develop a method for our client to more easily notify and manage Customer Accounts with open receivable balances
    • We first built an automated scheduler within Zoho Books that sends out Customer Account Balance statements on a regular basis 
    • This sends an email with a rollup of receivables as dynamic HTML, along with a PDF attachment including payment links for each open invoice
    • To provide reporting on this function’s performance, we log all emails sent into an Audit Log table within ZAnalytics
    • Using this data, we can provide roll-up reporting to our client to see all Customer Open Balances, as well as the last time they were notified about required payments

Code Share of the Week

  • Extracting First Instance of Regex from Text 
    • In this example, we will extract the first matching instance of our specified RegEx pattern from our sample text.
    • Identify RegEx Pattern and Construct Extracting Variable
    • Identify your RegEx pattern and assign it to a variable. In this example, we will use a Zip Code RegEx pattern. This RegEx pattern will be placed in a capture group within an extracting RegEx pattern. The “.replaceAll” formula will be used to perform the extracting action.

This Week’s Read

  • The Top Traffic, Conversion & Lead Trends in Q3
    • It’s always awesome seeing HubSpot share its overall data to analyze current market patterns.  And it appears the recession might be upon us, however, some sectors still seem to be showing growth.

New On Zenatta

  • Zenatta Blogs
    • What Is CRM? 
      • It is a clickbait week!  Just a general article on What is CRM for those that may be interested in learning more about CRMs.

Application / Plug-In of the Week

  • VideoAsk (by Typeform)
    • Drew from our team found this pick.  A very slick tool to make video forms to create a more personalized engagement and experience for visitors.

Tips and Tricks

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


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.