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The CRM Zen Show – Episode 95 – Let’s Bigin Agin II

Zoho News

Implementation of the Week

  • CRM Activity Scoring Dashboard in Zoho Analytics
    • CRM – Analytics connector to pull CRM data into Analytics
    • Formula columns designed with logic to assign point values to Calls placed, Leads converted, and Deals won
      • Points could be based on Call length, Lead conversion time, Deal size
    • Dashboard to roll up point scores from various CRM activities
    • Serves as an alternative to the deprecated Motivator. Slightly less visually appealing, but more customizable.

Things We Noticed / Zenatta Rankings Update

A website banner with the AZAAZ logo and a description for when the episodes air on the youtube channel

This Weeks Reads

New Zenatta YouTube Videos

New Resource Guides

Upcoming Webinars 

Application / Plug-In of the Week

  • zShare 
    • This Google Chrome extension for Zoho Social makes it much easier to go from idea to post.

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


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.