The CRM Zen Show – Episode 68 -The Application Superhighway

Zoho News

  • Orchestly Updates
    • We covered this previously, but this is a bit more detail on SLA’s and Parallel Transitions.  
    • Also new: 
      • Pre Built Workflows
      • Time Zones and User Tagging
      • Orchestly is now available on Zapier and Zoho Flow
  • Social CRM Revamp
    • A major overhaul to Social in CRM.  Rolling out in phases. We haven’t seen this yet, so let us know if you have.  
  • Zoho Books Bulk Update
  • This Table Sums Up the Change

 

 

 

 

 

 

 

Notable Mobile Updates

Implementation of the Week

  • Zoho CRM – Quickbooks Online integration through Zoho Flow
    • Triggered on a Deal/Opportunity stage in CRM
    • Pushes webhook to Zoho Flow
    • Zoho Flow fetches necessary Deal/Opportunity and Contact data from CRM
    • Zoho Flow creates/matches customer in QuickBooks Online
    • Invoice is created in Quickbooks Online (including Deal/Opportunity information) and sent to the customer
  • Email Us at Info@Zenatta.com for more information on this solution. 

This Weeks Reads

Application / Plug-In of the Week

  • AeroLeads Extension for Zoho CRM
    • Find business emails and business phone numbers of any person in seconds. Person name and job title. Company’s name, location, address, size, and industry.
    • Business and personal phone numbers
    • Starts at $49 a month for 500 Leads

Tips and Tricks

Billy

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

Developer

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.

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