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The CRM Zen Show – Episode 103 – Embarrassment of Riches(™)

Zoho News Zoho Notebook Updates Notebook and Microsoft Teams Integration Microsoft AppSource Link Notebook Web Clipper Revamp A new user interface Tag Support Reminders Multiple screen capture modes Bigin Updates Some small enhancements to Bigin And it seems that Zoho CRM / Bigin Integration will be here by August.  I have no idea what that […]

The CRM Zen Show – Episode 98 – Can You Round Up To 15?

Zoho News Analytics Updates New Charting and Import features Zoho Creator v2 APIs Migration Time is Here Zoho Creator’s v1 APIs will reach their end-of-life on 3rd February 2021 So you still have some time to make the change Enhanced Zoho Writer and Zoho Forms Integration You can now customize output options after a form […]

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 […]

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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