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The CRM Zen Show Episode 245 – Zoho Show and Zapier? Pick A Card, Any Card

Zoho News

Implementation of the Week

  • Account-based Marketing Analytics to Gauge Campaign Effectiveness
    • In this implementation, we were working with a client that provides ongoing as-needed services to their customer base
    • The goal of this build was to develop Analytics to help us understand the effect of specific Campaigns (email marketing, trade shows, etc) on ongoing revenue flow
    • To accomplish this, we first created a SQL table to identify the first time a specific Campaign was associated to an Account (using the Campaign Source field in Deals 
    • Using this data, we can compare revenue to an Account before or after a specific Campaign was associated
    • We can also run reports on total revenue before and after the commencement of a particular Campaign effort

Code Share of the Week

  • Zoho Cliq Chat GPT 3.5 Turbo Bot
    • Here is an updated code for a cliq bot message handler that uses the chatgpt-3.5-turbo language model, which runs at about 1/10th the cost of the previous model.

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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


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.