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The CRM Zen Show – Episode 87 – C3PO R2D2

Zoho News Zoho Expense now integrates with Zoho Projects You can now view expenses along with the actual costs and compare it with the project budget. Zoho Forms adds PayPal Checkout as a new payment gateway From the announcement: “Unlike PayPal Standard, which redirects your customer to PayPal’s payment page to execute transactions, PayPal Checkout […]

The CRM Zen Show – Episode 86- ESAP ASAP

Zoho News Zoho Launches Small Business Emergency Subscription Assistance Program The ESAP will give current small business customers the Zoho software they currently use for three months free. Here is a link to a personal message from Zoho Co-Founder and CEO Sridhar Vembu. Here is the link to apply.  (Read the terms, then scroll to […]

The CRM Zen Show – Episode 85 – Remotely Time

Zoho News Zoho Rolls Out a New Product Suite – Remotely The Applications Included are: Cliq, Meeting, ShowTime, WorkDrive, Projects, Sprints, Assist, Lens, Writer, Sheet, & Show Free Until June 30th, unknown pricing after that. Zoho CRM Updates Attach Files From WorkDrive Lead Mapping In The Sandbox Zoho Sign Adds BOX Integration E-Sign documents and/or […]

The CRM Zen Show – Episode 84 – Zoholics Anonymous

Zoho News Zoho Cancels Zoholics Due to COVID-19 Fears We are really going to miss the event as we look forward to this all year. Zoho will be issuing refunds to all ticket holders shortly. We will post the details on our blog when we get them. And Zoho Isn’t the Only Company To Cancel […]

The CRM Zen Show – Episode 83 – No Mo Mo(tivator) – Oh No

Zoho News Zoho Motivator will be no more as of August 31, 2020 We do not agree with this decision and hope Zoho reconsiders Zoho WorkDrive Update Insert custom embed codes directly into a web page or blog Analytics Updates for Feb 28, 2020 Support for SalesIQ and Site 24/7 Zoho Meeting Updates Request remote […]

The CRM Zen Show – Episode 82 – It’s Raining Updates – Hallelujah

Zoho News Zoho Creator Upcoming Updates – Including: Versioning of Deluge Scripts Custom inline error messages for fields Lookup data from the same form Spreadsheet report enhancements Enhancements in the record template designer Zoho Recruit Updates Among the updates – Recruit gets a Sandbox and Jobma Integration Zoho Campaigns – Zoho Community Meetup – East […]

The CRM Zen Show – Episode 81 – Unknown Exciting Incentives

Zoho News Zoho PageSense adds cross-domain tracking How to set up Cross-domain tracking. This is a method used to follow the behavior of users as they navigate across different domains after coming to your website. This helps businesses operating across multiple domains track a visitor’s journey from one website to another and further achieve greater […]

The CRM Zen Show – Episode 80 – We’ve Seen The Light

Zoho News Zoho Vault New Interface is Open To Public Beta A very nice overhaul.  Sign up here. 8 New Zoho Sheets Functions XLOOKUP – Zoho’s take on an improved VLOOKUP Function will be very interesting to spreadsheet power users. And the SEQUENCE function does look to be pretty useful as well Zoho Bookings Gets […]

The CRM Zen Show – Episode 79 – Truly a Miracle

Zoho News Zoho Workerly adds Roster View This new feature shows job openings and available temps. By accepting or declining a job inside the app, the roster is automatically updated. All New Zoho Books App for Windows 10 Live tiles, Cortana and more.  A nice truly native application. Zoho Office Integrator is getting the new […]

The CRM Zen Show – Episode 78 – Zobot Drug of Choice

Zoho News Analytics Updates Embed / Publish URL dialog has been revamped for better usability Make Views Public Within Organization Customize Auto-Blending in Connectors Bigin Get’s Its Own Community It has now “officially” launched Zobot 101 Webinar Series Learn how to build a Zobot from scratch Zoho To Lock Records During Merge Process On the […]

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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