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The CRM Zen Show – Episode 117 – Under the Sheet Tonight

The CRM Zen Show – Episode 117 – Under the Sheet Tonight

Zoho News Zoho People Introduces “Office Readiness” This introduces three forms, to help assess if your worksites are ready to function and accommodate employees and visitors: Work Premises Work from Office Visitor at office New Bulk Mail Merge Monthly Limits in Zoho Writer If you use more that 1000 a month (the current limit included […]

The CRM Zen Show – Episode 116 – Just Use Deluge

The CRM Zen Show – Episode 116 – Just Use Deluge

Zoho News Zoho Forms integrates with Zoho PageSense This integration makes it possible to learn about how visitors interact with each field on your form and assist you in fine-tuning your forms. All New Marketplace Extensions for September 2020 Here is the full list of all of the recently released Extensions in the Zoho Marketplace. […]

The CRM Zen Show – Episode 115 – Why? Why Not?

The CRM Zen Show – Episode 115 – Why? Why Not?

Zoho News Announcements We added a new Events section over at crmzen.com.  Here you can find ALL Zoho Related Events all in one place.  Check it out. Upcoming October Webinar: Zoho Books Overview & Best Practices, October 27, 2020, at 10 AM PT. – Click Here To Register Quick Links You can subscribe to the […]

The CRM Zen Show – Episode 114 – That’s Pretty Puvi

The CRM Zen Show – Episode 114 – That’s Pretty Puvi

 Zoho News Zoho CRM Blueprint 3.0 Release A lot of enhancements here including: SLAs now support automated actions. “Same-state looping” has been added. Automatic Transitions  And much more. Here is all the info. Zoho Mail Admin Console Gets a Much Needed Overhaul This is a top to bottom overhaul and way overdue.  It really looks […]

The CRM Zen Show – Episode 112 – Talk Me Off The Ledge

Zoho News Customize your WorkDrive Layout Preferences You can now choose a theme (3 so far), customize your view and sorting options, and set a preferred default landing page. The Zoho People September Newsletter Is Out A nice round-up of all of the Zoho People News and Upcoming webinars New CRM Image API Codes Zoho […]

The CRM Zen Show – Episode 111 – Generation Dark Mode

  Zoho News   More Zoho Meeting Enhancements A bunch of new updates as Zoho Meeting continues to improve. But… we retested the recording quality this week.  And it is still very poor.  So, we can’t recommend using Zoho Meeting until this is fixed. This is also the case in Zoho ShowTime which we also […]

The CRM Zen Show – Episode 110 – It’s Not Me. It’s You.

Zoho News Zoho Expense Now Integrates With Amazon Business Zoho Expense now fetches the invoice details of your purchases through Amazon Business and creates expenses automatically. Zoho TeamInbox Has Launched and Is Part Of Zoho One Shared inboxes for team collaboration, built on Zoho Mail. Zoho Sign-Zoho Finance Integration Gets a Major Enhancement Users can […]

The CRM Zen Show – Episode 109 – I Thought That Was A Thing

Zoho News Zoho Receives ISO 27701 Certification Zoho has been certified for compliance with the ISO 27701:2019, which is related to Privacy Information Management Systems. Zoho Writer Adds “True Offline” Mode True Offline allows you to continue to work smoothly even when your connection is suddenly disrupted Zoho Launches a New Website Full-on Recruiter A […]

The CRM Zen Show – Episode 108 – A Sign of the Times

Zoho News The Zoho Marketplace Passes 1000 Extensions It keeps getting better and better. Zoho Meeting Improvements Improved host controls and performance enhancements Zoho Backstage Automates Event Cancellation A sign of the times.  But a very nice feature. API Metered Credit Usage Changes To sum up the post, I think this formula explains it best:  […]

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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