PODCAST

The CRM Zen Show

Brett Martin and Tyler Colt

A weekly podcast devoted to all things Zoho

technology tech news

All Episodes

41:21

CRM ZEN SHOW Episode 274

The CRM Zen Show ·

2023/10/30

This week we talk about: Zoho Cliq 5.0 Updates Zoho Analytics October'23 Updates Zoho Sheet ‘24 Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-274/ 💥Zoho Team Training Programs💥 Train Your Team In Less Than A Week! Zoho Team Training Course by Zenatta Consulting 👇 SUBSCRIBE 👇 ️YouTube ️Newsletter ️Twitter Facebook ️LinkedIn 🧠 OTHER RESOURCES 🧠 ️Resource Library ️Events ️Club Zenatta This episode was produced by:

32:36

AZAAZ - Volume 1, Issue No. 28

The CRM Zen Show ·

2023/10/25

This week on AZAAZ we answered: ❓The Questions❓ 💬 1. I have just started to test an in-person Mentoring program on Personal Development and Accountability for Business Owners and Managers. At the moment it’s paper based and the mentoring is in-person (video conferencing). It’s over 4 weeks with a 1 hour session each week. The participants complete tables with their specific information based on the content that is provided. Based on their response I guide them and then at the end of the 4 weeks I

43:40

CRM ZEN SHOW Episode 273

The CRM Zen Show ·

2023/10/23

This week we talk about: Zoho Introduces Cliq 5.0! Zoholics Austin TX 2024 Announced Zoho’s Bid to Rival GitHub Copilot Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-273/ 💥Zoho Team Training Programs💥 Train Your Team In Less Than A Week! Zoho Team Training Course by Zenatta Consulting 👇 SUBSCRIBE 👇 ️YouTube ️Newsletter ️Twitter Facebook ️LinkedIn 🧠 OTHER RESOURCES 🧠 ️Resource Library ️Events ️Club Zenatta This

38:32

CRM ZEN SHOW Episode 272

The CRM Zen Show ·

2023/10/16

This week we talk about: Zoho CRM Assignment Threshold Zoho Billing October'23 Updates Zoho Social Introduces "Inbox" Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-272/ 💥Zoho Team Training Programs💥 Train Your Team In Less Than A Week! Zoho Team Training Course by Zenatta Consulting 👇 SUBSCRIBE 👇 ️YouTube ️Newsletter ️Twitter Facebook ️LinkedIn 🧠 OTHER RESOURCES 🧠 ️Resource Library ️Events ️Club Zenatta This

37:43

AZAAZ - Volume 1, Issue No. 27

The CRM Zen Show ·

2023/10/11

This week on AZAAZ we answered: ❓The Questions❓ 💬 1. About crews in Zoho FSM, are you sure the description you gave in this video is accurate? Because I got the impression that crews are like Teams in Zoho Projects. Just a grouping of individual users. 💬 2. Thank you for answering my question [regarding enterprise-scale business limitations in Zoho Books]! Are we going to face these limitations in Zoho CRM as well? 💬 3. Any advice on using CRM instead of Zoho One for a small business? We’d

42:55

CRM ZEN SHOW Episode 271

The CRM Zen Show ·

2023/10/09

This week we talk about: Zoho FSM September’23 Updates Zoho Backstage Introduces Lead Capture Zoho CRM A/B Testing Enhancements Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-271/ 💥Zoho Team Training Programs💥 Train Your Team In Less Than A Week! Zoho Team Training Course by Zenatta Consulting 👇 SUBSCRIBE 👇 ️YouTube ️Newsletter ️Twitter Facebook ️LinkedIn 🧠 OTHER RESOURCES 🧠 ️Resource Library ️Events ️Club

41:39

CRM ZEN SHOW Episode 270

The CRM Zen Show ·

2023/10/02

This week we talk about: Zoho CRM Emails From Contact Roles Linked To Deals Added More macOS Sonoma Updates Zoho Notebook Extension for Zoho Writer Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-270/ 💥Zoho Team Training Programs💥 Train Your Team In Less Than A Week! Zoho Team Training Course by Zenatta Consulting 👇 SUBSCRIBE 👇 ️YouTube ️Newsletter ️Twitter Facebook ️LinkedIn 🧠 OTHER RESOURCES 🧠 ️Resource Library

32:54

AZAAZ - Volume 1, Issue No. 26

The CRM Zen Show ·

2023/09/27

This week on AZAAZ we answered: ❓The Questions❓ 💬 1. Does it make sense to restrict developers to the CRM sandbox? It would be easier restricting them from seeing NDA restricted data. But would it make life difficult because of other restrictions this might imply? 💬 2. I am wondering why Zoho Books is always described as software for small businesses? No mention of mid-size and enterprise business. Could you elaborate on the possible problems of Zoho [...] as a company scales to higher levels

43:03

CRM ZEN SHOW Episode 269

The CRM Zen Show ·

2023/09/25

This week we talk about: iOS 17, iPadOS 17, and macOS Sonoma PALOOZA Canvas Now Supports Sandboxes Zoho Analytics September'23 Updates Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-269/ 💥Zoho Team Training Programs💥 Train Your Team In Less Than A Week! Zoho Team Training Course by Zenatta Consulting 👇 SUBSCRIBE 👇 ️YouTube ️Newsletter ️Twitter Facebook ️LinkedIn 🧠 OTHER RESOURCES 🧠 ️Resource Library ️Events ️Club

39:13

CRM ZEN SHOW Episode 268

The CRM Zen Show ·

2023/09/18

This week we talk about: Zoho Bookings Introduces Collective Bookings Zoho CRM Email Bounce Enhancements Zoho Launches Zoho Billing To Replace Subscriptions Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-268/ 💥Zoho Team Training Programs💥 Train Your Team In Less Than A Week! Zoho Team Training Course by Zenatta Consulting 👇 SUBSCRIBE 👇 ️YouTube ️Newsletter ️Twitter Facebook ️LinkedIn 🧠 OTHER RESOURCES 🧠 ️Resource

36:39

AZAAZ - Volume 1, Issue No. 25

The CRM Zen Show ·

2023/09/13

This week on AZAAZ we answered: ❓The Questions❓ 💬 1. [In Zoho Inventory,] can I add unique specifications per serial number? If so, where would that information appear? 💬 2. Can we use aggregate functions in js in Zoho Creator? 💬 3. I’ve been researching parsing tools for a future project and implementation and haven’t found anything turn key(ish) that works as a plugin. I tried finding something that would work w/ Flow as well, but not many apps that I see that Parse. Essentially, I want

30:35

CRM ZEN SHOW Episode 267

The CRM Zen Show ·

2023/09/11

This week we talk about: Zoho Campaigns now supports 10DLC! Zoho Desk Shared Snippets Twitter Rebranded To X In Zoho Social Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-267/ 💥Zoho Team Training Programs💥 Train Your Team In Less Than A Week! Zoho Team Training Course by Zenatta Consulting 👇 SUBSCRIBE 👇 ️YouTube ️Newsletter ️Twitter Facebook ️LinkedIn 🧠 OTHER RESOURCES 🧠 ️Resource Library ️Events ️Club Zenatta

43:50

CRM ZEN SHOW Episode 266

The CRM Zen Show ·

2023/09/04

This week we talk about: Mail Merge Enhancements August'23 Zoho CRM Adds Unsubscribe Page Customization Zoho Calendar August 23’ Updates Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-266/ 💥Zoho Team Training Programs💥 Train Your Team In Less Than A Week! Zoho Team Training Course by Zenatta Consulting 👇 SUBSCRIBE 👇 ️YouTube ️Newsletter ️Twitter Facebook ️LinkedIn 🧠 OTHER RESOURCES 🧠 ️Resource Library ️Events

35:41

AZAAZ - Volume 1, Issue No. 24

The CRM Zen Show ·

2023/08/30

This week on AZAAZ we answered: ❓The Questions❓ 💬 1. We have a customer who dropped off a serialized item that they own that we are performing repairs on. We then sent it to our technician at another location to perform the repair. I need to be able to track that the customer dropped the item off to me, I received the item, transferred it to our technician and repairs are being done, and then collect payment when the repairs are finished, and track that the item was returned to the customer

56:06

CRM ZEN SHOW Episode 265

The CRM Zen Show ·

2023/08/28

This week we talk about: Zoho CRM Deprecating Activities Module Subform Field Limit Increase Zoho Writer Desktop App No Login Required Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-265/ 💥Zoho Team Training Programs💥 Train Your Team In Less Than A Week! Zoho Team Training Course by Zenatta Consulting 👇 SUBSCRIBE 👇 ️YouTube ️Newsletter ️Twitter Facebook ️LinkedIn 🧠 OTHER RESOURCES 🧠 ️Resource Library ️Events ️Club

33:17

AZAAZ - Volume 1, Issue No. 23

The CRM Zen Show ·

2023/08/23

This week on AZAAZ we answered: ❓The Questions❓ 💬 1. Is [Zoho Social’s direct messaging feature] triggered by entering a phone number for the direct message recipient? Can it group direct message people? 💬 2. Hello, Do you have any tutorials on how to activate or enable taxes in Zoho books? I need help regarding Property tax Payable account - this is a current liability in my chart of account but does not appear every time I categorize or make a JE. I need some help, please. Thank you 💬

36:54

CRM ZEN SHOW Episode 264

The CRM Zen Show ·

2023/08/21

This week we talk about: Zoho FSM Officially Launches Zoho CRM Introduces Profile Based Home Pages Sharing Zoho Analytics Updates - August’23 Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-264/ 💥Zoho Team Training Programs💥 Train Your Team In Less Than A Week! Zoho Team Training Course by Zenatta Consulting 👇 SUBSCRIBE 👇 ️YouTube ️Newsletter ️Twitter Facebook ️LinkedIn 🧠 OTHER RESOURCES 🧠 ️Resource Library

40:39

AZAAZ - Volume 1, Issue No. 22

The CRM Zen Show ·

2023/08/16

This week on AZAAZ we answered: ❓The Questions❓ 💬 1. If we want to use Zoho Analytics data only for Zoho One users and not third parties, how would we share it, if we don't want to allow making views public? 💬 2. Do you know if there is a way to have some of the knowledge base articles directly on a WordPress site? 💬 3. Is there any way to do a static meeting room (like zoom) in zoho meeting? 💬 4. Are [CRM native attachments] searchable using the global search in the top right corner?

52:04

CRM ZEN SHOW Episode 263

The CRM Zen Show ·

2023/08/14

This week we talk about: Zoho Creator Canvas Builder! Zoho Tasks Rebranded to Zoho ToDo Zoho CRM Enhancements to Activity Related Lists Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-263/ 💥Zoho Team Training Programs💥 Train Your Team In Less Than A Week! Zoho Team Training Course by Zenatta Consulting 👇 SUBSCRIBE 👇 ️YouTube ️Newsletter ️Twitter Facebook ️LinkedIn 🧠 OTHER RESOURCES 🧠 ️Resource Library ️Events

23:20

AZAAZ - Volume 1, Issue No. 21

The CRM Zen Show ·

2023/08/09

This week on AZAAZ we answered: ❓The Questions❓ 💬 1. In Zoho Desk [...] we added a “From Email Address” for each agent. Instead of getting a [reply] from support@ a customer would get a [reply] from brett@ or whoever replied to the ticket. I like it being more personal but [...] I could not find a solution to automatically use the personal from address of the user by default when answering [...] a ticket. 💬 2. If a user shares a ticket with another department those tickets are not [...]

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