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The CRM Zen Show Episode 298 – Mail Pattern Calmness

Zoho News

Implementation of the Week

  • Referral Partner Management via CRM Automation
    • In this implementation, our goal was to provide our client with an easy way to track Referrals made by Partners easily within CRM
    • To accomplish this, we created a custom module that is populated with the Referral data each time a Partner refers a Prospect to our client
    • Data is entered into this custom module via imports and/or form submissions using specific referral information
    • This data can be used to track and analyze the effectiveness of various referral sources
    • Lastly, we set up a scheduled function to send successful referral information back to the Referral Partner so that they can be aware of what inbound referrals have converted to customers

Code Share of the Week

New On Zenatta

  • Zenatta Blogs
    • Mastering the Lead Journey with Zoho
      • This week we cover how various Zoho applications support each stage of the lead lifecycle, from generation and capture through to qualification, nurturing, and closing.

Tips and Tricks

Question of the Week (AZAAZ)

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.