The CRM Zen Show – Episode 87 – C3PO R2D2

Zoho News

Notable Mobile Updates

Implementation of the Week

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  • Next Activity Date” field automation in Deals module for easy Activity-based management of Deals
    • “Next Activity Date” field added to Deals module
    • On Create, Update, or Delete of a Task, Event, or Call script is triggered
    • The script reads the “Open Activities” related list in the Deal, consolidates Task Due Date, Event Date, and Call Start Time (for scheduled Calls) into one list
    • The script identifies the soonest upcoming date and writes this “Next Activity Date” into the field in the Deal
    • The field can be used in Deals list view to sort Deals by soonest Next Activity

Things We Noticed

  • Zoho CRM – Orchestration has been renamed C3

This Weeks Read

New Content on Zenatta.com

  • Resource Library

Application / Plug-In of the Week

  • SoapBox
    • Meeting Agenda Software
      • Shared online agendas
      • Integrated meeting notes
      • Real-time commenting
      • Suggested questions
      • Next Steps tracker
      • Meeting Rating
    • We love the Google Calendar integration
    • It also integrates with Slack, Outlook, Microsoft Teams, and has iOS and Android Applications.
    • About $2 per user per month

Tips and Tricks

Billy

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

Senior 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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