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The CRM Zen Show Episode 287 – A Perfect Cadence

Zoho News

Implementation of the Week

  • Customer Validation & Transfer for 3rd Party Call Center via Zoho Analytics, Forms & CRM
    • In this implementation, our goal was to provide a dataset accessible for a 3rd party call center, with a transfer mechanism for that call center to transfer data to our client’s employees in CRM
    • First, we created a Zoho Analytics report that displays all of the Active Customers that should be transferred to our client
    • In that Analytics report, we include a custom URL field that opens a pre-filled Zoho Form that the call center can use to transfer the call
    • Upon submission of this Form, the data is routed through Zoho Flow to create a CRM “Request” record connected to the appropriate Customer, and containing all of the data gathered by the call center

Code Share of the Week

  • Quickbooks Customers Query
    • This function provides guidance on how to effectively retrieve customer data within QuickBooks Online through the use of SQL-like queries, empowering you to harness the power of structured query language to extract and analyze customer information tailored to your specific needs.

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This Week’s Quizzes

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.