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CRM Zen Show – Episode 97 – Margin Mayhem

Zoho News Zoho Writer 6.0 Released Not a major overhaul, but this release does add a lot of new features. Here are the release notes. A New Blog Cliq’s Remote Work Features  We have talked about this quite a bit over the last two weeks, and now Zoho has a write up on the new […]

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

Zoho News Zoho Creator Updates & Announcements 9 updates are coming soon, as well as online training in June. Zoho Meeting gets a major facelift A nice (and much needed) overhaul of the UI, and some new features. New Analytics Features You can now Disable Dynamic Drill Down, convert a sub-folder to a parent folder, […]

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

Zoho News Zoho CRM Adds Creation of Records Through Workflows You needed a custom function to do this in the past.  A very nice new feature that makes workflows much more powerful. Zoho CRM adds a new Field Type: Image Upload This is a really well thought out new field type.  You can easily add […]

The CRM Zen Show – Episode 94 – Zorwellian

Zoho News Analytics Updates Some new publishing features and you can now Select and Organization to Import Data. Zoho Desk “Table View” Improvements This adds the ability to sort columns in Table view now. Bigin gets some nice Enhancements Integration with Zoho Meeting, Zoho Campaigns, Zoho PhoneBridge, and Gmail. Sridhar’s Thoughts on the Global Education […]

The CRM Zen Show – Episode 92 – Dingleberry Integration

Zoho News Zoho Ramps Up Global Assistance Efforts with New Vertical Relief Plan Zoho “…is introducing its Vertical Relief Plan (VRP) comprised of programs and tools to assist businesses and organizations in need across three verticals severely impacted by the crisis: Education, Non-Profit & Government, and Retail.” Analytics Updates This update allows for Smart Data […]

The CRM Zen Show – Episode 91 – We’re Just a Cliq Away

Zoho News Zoho Analytics Updates This update adds Expand and Collapse Pivot View & Date Based Lookup Column Changes in the new UI of the record details page Some very nice improvements Get ready this will permanently replace the old UI May 31 Introducing Bulk Shifts in Zoho Workerly Nice update to simplify temp scheduling […]

The CRM Zen Show – Episode 90 – Zoho Flowbee

Zoho News Zoho Adds the Ability to Create Custom Permissions for Extensions Custom permissions are a new type of permission that you can provide in the extensions you develop. Zoho Booking now includes a free version of  Zoho Meeting It is available in all pricing plans including the Free plan until July 1st Zoho Social […]

The CRM Zen Show – Episode 89 – Zebras or Horses

Zoho News Zoho Finance Suite Updates for March and April Zoho Inventory Reporting Tags, Desk Integration, Customer Credit Limit & More Zoho Books This is a big update, adding a much needed Vendor Portal Enhancements to the invoice details page Customize layout and print reports and much more Zoho Invoice A lot of the same […]

The CRM Zen Show – Episode 88 – Now It Makes Sense

Zoho News Zoho Projects Gets New and Improved Gantt Charts A completely revamped UI and a handful of nice new features. Zoho Creator April Updates on The Way Hide/show seconds in reports Freezing the subform header Layout designer for a quick view Shared analytics JavaScript support New Zoho Marketplace Applications for March 44 New Applications […]

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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