The CRM Zen Show – Episode 93 – We Really Do Care

Zoho News

Upcoming Webinars

  • For Formstack Documents and Zoho CRM: A Winning Combination, May 12, 2020, at 10 AM PT
    • Click Here To Register
    • Join me and Gabe Caldwell from Formstack as we discuss how to supercharge your documents with Zoho and Formstack Documents.
  • For Our Upcoming Webinar: Zoho Desk Overview & Best Practices, May 26, 2020, at 10 AM PT
    • Click Here To Register 
    • Tyler and I will show you how to get the most out of Zoho Desk.  This will be a good one!

Implementation of the Week

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  • Zoho CRM – Syncing Deal stage value to related Account and Contact
    • Workflow trigger on an update of Deal stage
    • Deluge function to write Deal stage into linked Account and Contact
    • Deal stage value in Accounts allows for easy sorting based on engagement and customer status
    • Deal stage value in Contacts can be used to trigger drip emails via Campaigns to improve engagement during the sales process

This Weeks Reads

New Zenatta YouTube Videos

New Resource Guides

Application / Plug-In of the Week

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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