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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