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The CRM Zen Show Episode 228 – Near, Far, Wherever Webinar

Zoho News

Implementation of the Week

  • SalesIQ Web Visitor Deanonymization via Zoho CRM Email Clicks
    • SalesIQ provides a powerful toolset to gather information about the web engagement of existing Leads and Contacts
    • The challenge is that the web traffic is totally anonymous unless the user chats
    • This implementation centered around using URL parameters in CRM Email Templates such that the Lead/Contact
    • Once the Lead/Contact clicks through, we connect their CRM record to the SalesIQ Visitor, which allows for ongoing Visitor Scoring and an improved ability to utilize CRM data for ongoing chat engagement

Code Share of the Week

This Week’s Read

New On Zenatta

Application / Plug-In of the Week

  • Qwilr
    • A dynamic way to create a microsite for a sales proposal. The site accepts payment, has signing ability, and has great integration with Zoho!

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.