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The CRM Zen Show – Episode 86- ESAP ASAP

Zoho News

Implementation of the Week

  • Phone number validation and identification through the integration of Zoho CRM and numverify.com to prepare for SMS marketing
    • Spreadsheet of Leads with unclassified phone numbers imported into Zoho CRM
    • Webhook built-in Deluge to query phone numbers against numverify.com database
    • numverify.com returns if the phone number is valid, and whether it is a landline or mobile number
    • The mobile number is written into Mobile field in CRM, for use with ClickSend SMS integration

This Weeks Reads

    • Tracking Web Conversions on Zoho CRM
      • It might not be obvious at first, but good customer service is largely about information, such as tracking web conversions. When your customer service team has the information they need, they can provide useful, meaningful customer service to your clients.

Application / Plug-In of the Week

  • Powertools By Abelbits (GSuite) & (Excel)
    • One of my favorite tools.  I use it almost daily to clean up spreadsheets. It has too many features to write about here.  Click the links and check it out.
    • Power Tools is a collection of 30+ add-ons for Excel & Google Sheets. 
      • $43 a Year or $89 Lifetime (Google Sheets)
      • $79 to $129 a for Excel
    • GSuite Install Link

Tips and Tricks

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

Consultant

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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