The CRM Zen Show – Episode 96 – Tyler Doesn’t Like It

Zoho News

Notable Mobile Updates

Implementation of the Week

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  • Zoho Project Cost Analysis with Zoho Analytics
    • Zoho Projects has a very robust connector to Zoho Analytics
    • Custom fields can be added to the Project to track different project budgets
      • EX: Materials budget vs Labor budget
    • Custom fields can then be added to each Task to track the material and labor costs
    • Zoho Analytics can then be used to generate robust tracking and reporting on budget consumption throughout the project lifecycle

Things We Noticed

  • Zoho CRM Deluge editor got an update to the UI for defining variables
    • And Tyler doesn’t like it…
  • Zoho Desk is deprecating the Desk API. We’ve haven’t seen an official announcement, and we’ve only seen this pop-up as a warning from integrations through Zoho Flow. Either way, it’s worth taking a look at any integrations you have with Zoho Desk

This Weeks Reads

New Zenatta YouTube Videos

New Resource Guides

Application / Plug-In of the Week

  • Ticket Assignment for Zoho Desk
    • A brand new (Released May 26, 2020) Marketplace Extension from Zoho.
    • Key Features:
      • Assign new incoming tickets to agents who are available online
      • Assign tickets to a team irrespective of whether its members are available
      • Reassign tickets of offline agents to those who are available online
      • See tickets organized by their ownership under three views: My Open Tickets, Other Open Tickets, and Unassigned Tickets

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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