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The CRM Zen Show – Episode 155 – TransMail Gets Canceled

Zoho News

Implementation of the Week

  • Dynamic Image Embeds into CRM Email Templates
    • Inside of a CRM record (Account, Contact, Deal) a URL field is created to store a publicly shared image
      • We host these images on publicly shared, but unlisted pages
    • Then, Image element was added to a CRM email template
    • Within this Image element, we can choose to use a URL rather than a file
    • Merge tag for this URL field can be used as the URL element for displaying the image

This Week’s Read

  • Here’s Why Companies Should Really Be Busting Down Silos By Sumit De
    • Most organizations are working in silos—it’s an evidence-based fact. There are more cons than pros to silos. And if we want to satisfy our users, we need to connect ourselves to connect our services. But what would it look like to be silo-less?

Zenatta Blog

Application / Plug-In of the Week

  • HyperContext
    • Take your calendar to the next level:
      • Create an agenda for every meeting
      • Take & share notes from your calendar
      • Track and finish next steps as you work
      • Get real-time employee feedback

Tips and Tricks

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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