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CRM Zen Show Episode 156 – 3 Years of Zen

Three Year Anniversary Special This episode of the CRM Zen Show marks 3 years of the show.  Thank you for all of your continued support and be sure to watch this week’s episode as we recap our wish lists over the last 3 years.  Also, Tyler and I picked our favorite new application over the […]

The CRM Zen Show – Episode 155 – TransMail Gets Canceled

Zoho News New Zoho Application – Zoho DataPrep An advanced self-service data preparation and data pipeline service is officially now live! With 50+ data sources to pull in your analytics take your reports to the next level with this newest addition. Zoho Launches Analytics 5.0 Improved Zia and even more data connectors than ever, along […]

The CRM Zen Show – Episode 154 – Shifty Contracts

      Zoho News New Zoho Application – Zoho Shifts No official press release, but Zoho’s new employee scheduling and time management solution is live! New Zoho Application – Zoho Contracts That’s right, not just 1 but 2 new applications this released this week.  We are excited to test out this new Contract Lifecycle […]

The CRM Zen Show – Episode 153 – Bookings Bombs

        Zoho News Zoho Voice Adds Business Hours Option You can now set your hours of operation and direct calls according to rules set in regards to these times set. Zoho Notebook Adds IFTTT Integration That’s right Zoho Notebook added IFTTT integration. Get ready for a plethora of new actions and triggers […]

CRM Zen Show Episode 152 – You Don’t Got Mail

CRM Zen Show Episode 152 - Gateway Drugs to Zoho

Public Service Announcements Technical Issues With Zoho Mail Servers  Issue has been resolved, but caused many issues for several days. Campaigns Sent To Gmail Users Had a 25% Bounce Rate This Week A user this week sent a campaign with malware, which caused all Zoho Campaigns from all users to get flagged by gmail. If […]

CRM Zen Show Episode 151 – Gateway Drugs to Zoho

CRM Zen Show Episode 151 - Gateway Drugs to Zoho

Zoho News Zoho CRM Adds Multi-Organization Support with Single Sign-On This is HUGE.  We know lots of our clients with more than one company or brand will be excited for this. Zoho Cliq April & May Updates Telephony integration and group video calls from the iOS app have been added. Gantt Chart Enhancements to Zoho […]

CRM Zen Show Episode 150 – The Emoji Critics

CRM Zen Show Episode 150 - The Emoji Critics

Zoho News Zoho Books June Updates Zia has been added to Zoho Books. A few QOL additions to the iOS app as well. PayU for Zoho Books New extension with lots of potential. Create Extensions For Zoho Projects Using Zoho Sigma you can now add additional extensions to the right panel inside Zoho Projects. Cliq, […]

CRM Zen Show Episode 149 – Workdrive is Working it!

CRM Zen Show Episode 149 - Workdrive is Working it!

Zoho News New Storage and External Share Settings in WorkDrive Now you can set a storage limit in My Folders at both the team level and user level.  Restriction employees at the user level from sharing files from My Folders with external users.  Zoho WorkDrive Introduces Collections Request any number of users (internal or external) […]

CRM Zen Show Episode 148 – The One Without Brett

CRM Zen Show Episode 148 - The One Without Brett

Zoho News MarketingWho? Zoho MarketingHub is now Zoho Marketing Automation, everything else is still the same. Zoho Assist Adds Slack Integration You can now take remote control through Slack using this latest integration. The SalesIQ Party Keeps On Going We touched base on this feature a few episodes ago but here is the official post […]

CRM Zen Show Episode 147 – From the Dr. Obvious Department

CRM Zen Show Episode 147 - From the Dr. Obvious Department

Zoho News Zoho Voice is Now Integrated with… umm… Zoho We were surprised that this wasn’t here at launch, but Zoho Voice now has full integration with all Zoho apps using Zoho’s Telephony platform, AKA PhoneBridge. Lock Meetings in Zoho Meeting for Android Hosts now have the ability to lock a meeting from the Android […]

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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