PODCAST

The CRM Zen Show

Brett Martin and Tyler Colt

A weekly podcast devoted to all things Zoho

technology tech news

All Episodes

41:48

CRM ZEN SHOW Episode 259

The CRM Zen Show ·

2023/07/17

This week we talk about: RouteIQ For Zoho CRM Note/Attachment Restrictions Based On Profile For Zoho CRM Zoho Analytics July'23 Updates Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-259/ 💥NEW CRM Team Training Program💥 Get Your ENTIRE Team Trained Up in 7 Days! CRM Team Training Course by Zenatta Consulting 👇 SUBSCRIBE 👇 ️YouTube ️Newsletter ️Twitter Facebook ️LinkedIn 🧠 OTHER RESOURCES 🧠 ️Resource Library

30:04

AZAAZ - Volume 1, Issue No. 17

The CRM Zen Show ·

2023/07/12

This week on AZAAZ we answered: ❓The Questions❓ 💬 1. I have a question on setting up Goals/Target. Is there any way we can add absolute values for goals/targets? Currently, from employee's profile, it shows the weightage as a percentage. All I need is to remove a percentage sign from the 'Goals/Targets' tab. Any custom function or any workaround is there to achieve this requirement? (Adding a custom field, would not display the numbers at the Goals/Target tab) 💬 2. Does anyone know HOW to get

31:05

CRM ZEN SHOW Episode 258

The CRM Zen Show ·

2023/07/10

This week we talk about: Zoho Campaigns Adds Workspaces & Changes to Roles/Syncs Zoho CRM V5 APIs Zoho Desk Adds Custom Lookup Fields for Tickets, Contacts, & Accounts Modules Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-258/ 💥NEW CRM Team Training Program💥 Get Your ENTIRE Team Trained Up in 7 Days! CRM Team Training Course by Zenatta Consulting 👇 SUBSCRIBE 👇 ️YouTube ️Newsletter ️Twitter Facebook ️LinkedIn 🧠

39:51

AZAAZ - Volume 1, Issue No. 16

The CRM Zen Show ·

2023/07/05

This week on AZAAZ we answered: ❓The Questions❓ 💬 1. Trying to live my best life as a business owner, I knocked out a bunch of Zoho work on my iPad while sitting on the patio. Until……I tried to send an email through Campaigns. Cloning a past email was easy. As was editing the subject. But it wouldn’t let me edit the body of the email. Is there a setting I need to tweak? Or do I just need to go back to my laptop’s web browser? 💬 2. Is the Code Outdated? Followed everything and I'm not able to

26:47

CRM ZEN SHOW Episode 257

The CRM Zen Show ·

2023/07/03

This week we talk about: Zoho’s Re-designed Product Logos Hide Zoho SalesIQ Bot Based On Region Zoho CRM Mobile Adds Additional Security & Privacy Settings Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-257/ 💥NEW CRM Team Training Program💥 Get Your ENTIRE Team Trained Up in 7 Days! CRM Team Training Course by Zenatta Consulting 👇 SUBSCRIBE 👇 ️YouTube ️Newsletter ️Twitter Facebook ️LinkedIn 🧠 OTHER RESOURCES 🧠

42:19

AZAAZ - Volume 1, Issue No. 15

The CRM Zen Show ·

2023/06/28

This week on AZAAZ we answered: ❓The Questions❓ 💬 1. Thank you for sharing such wonderful insights into the crazy world of Zoho. My question..... Can Global Sets be pushed to or integrated with a drop-down field in Zoho Forms? I have a long list of different business categories in CRM, but I need to figure out how to share that with a Form so that when someone enrolls in the program to select that pre-defined category/value. Or is there a simple way to export my Global Set to copy and paste

30:35

CRM ZEN SHOW Episode 256

The CRM Zen Show ·

2023/06/26

This week we talk about: Easily create personalized Writer documents in bulk with your Zoho Creator data Canvas Gets An Overhaul Zoho CRM "Voice of the Customer" Enhancements Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-256/ 💥NEW CRM Team Training Program💥 Get Your ENTIRE Team Trained Up in 7 Days! CRM Team Training Course by Zenatta Consulting 👇 SUBSCRIBE 👇 ️YouTube ️Newsletter ️Twitter Facebook ️LinkedIn 🧠

34:55

AZAAZ - Volume 1, Issue No. 14

The CRM Zen Show ·

2023/06/21

This week on AZAAZ we answered: ❓The Questions❓ 💬 1. I'm trying to work out a way that I can integrate QBO into my Zoho Behemoth (currently CRM, Projects, and Desk) while still bringing in my Avalara subscription that's native to QBO. I'm not sure why, but we can pay say $10 for Avalara into QBO, but if we want Avalara to integrate into other apps, we need to pay say $1000 for the level that generates the license key. I've tried everything: 2 different marketplace extensions, Zoho Books, Zoho

37:06

CRM ZEN SHOW Episode 255

The CRM Zen Show ·

2023/06/19

This week we talk about: Noteboard for Zoho Notebook Zoho CRM Filter Criteria and Group Details Updates Bigin Adds Duplicate Cleanup Feature Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-255/ 💥NEW CRM Team Training Program💥 Get Your ENTIRE Team Trained Up in 7 Days! CRM Team Training Course by Zenatta Consulting 👇 SUBSCRIBE 👇 ️YouTube ️Newsletter ️Twitter Facebook ️LinkedIn 🧠 OTHER RESOURCES 🧠 ️Resource Library

53:46

AZAAZ - Volume 1, Issue No. 13

The CRM Zen Show ·

2023/06/14

This week on AZAAZ we answered: ❓The Questions❓ 💬 1. Hey, great video, as always! I just stumbled upon the journey builder/command centre and it got me confused a bit. it looks really similar to blueprints and workflows. Would you guys recommend using the journey builder/command centre? or can you maybe do a video on the subject? it would help me out a lot. thanks! 💬 2. AWESOME video. Thanks for the tutorial. Is there any way to connect Woocommerce with Zoho without that plugin? Couldn't we

26:34

CRM ZEN SHOW Episode 254

The CRM Zen Show ·

2023/06/12

This week we talk about: Zoho CRM - Sheet View Revamp What's New in Zoho Books - June 2023 Upcoming Zoho Creator Updates June'23 Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-254/ 💥NEW CRM Team Training Program💥 Get Your ENTIRE Team Trained Up in 7 Days! CRM Team Training Course by Zenatta Consulting 👇 SUBSCRIBE 👇 ️YouTube ️Newsletter ️Twitter Facebook ️LinkedIn 🧠 OTHER RESOURCES 🧠 ️Resource Library ️Events

24:38

AZAAZ - Volume 1, Issue No. 12

The CRM Zen Show ·

2023/06/07

This week on AZAAZ we answered: ❓The Questions❓ 💬 1. I have a question regarding automating the orders in Shopify to Sales Orders in Zoho Inventory --> It is not syncing from my end but to double check where are the orders supposed to be in Zoho Inventory? I choose the option to transfer Confirmed and Fullfilled orders but they are still not transferring. 💬 2. Hi, thank you for your time. You said in the video that there is a way to integrate existing website contact form to Zoho but did not

29:29

CRM ZEN SHOW Episode 253

The CRM Zen Show ·

2023/06/05

This week we talk about: Zoho CRM Wizards Add Query Component Bigin May Updates Latest updates in Zoho Meeting Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-253/ 💥NEW CRM Team Training Program💥 Get Your ENTIRE Team Trained Up in 7 Days! CRM Team Training Course by Zenatta Consulting 👇 SUBSCRIBE 👇 ️YouTube ️Newsletter ️Twitter Facebook ️LinkedIn 🧠 OTHER RESOURCES 🧠 ️Resource Library ️Events ️Club Zenatta This

48:12

AZAAZ - Volume 1, Issue No. 11

The CRM Zen Show ·

2023/05/31

This week on AZAAZ we answered: ❓The Questions❓ 💬 1. I'm looking to use landed costs to track the true cost of items I purchase from vendors. I understand that I can track it on a bill and "allocate" the landed cost to items, but I can't see the landed costs at the Item level or any Item reports. I'm not sure what the point of allocating landed costs to items is if we can't view the landed cost at the item level. Landed cost is only tracked on the bill. It does not roll up to the items themselves

32:36

CRM ZEN SHOW Episode 252

The CRM Zen Show ·

2023/05/29

This week we talk about: Zoho Expands New Office In Kenya Chatbot for Zoho Recruit Optimized Zoho Desk Partners with Microsoft's M365 Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-252/ 💥NEW CRM Team Training Program💥 Get Your ENTIRE Team Trained Up in 7 Days! CRM Team Training Course by Zenatta Consulting 👇 SUBSCRIBE 👇 ️YouTube ️Newsletter ️Twitter Facebook ️LinkedIn 🧠 OTHER RESOURCES 🧠 ️Resource Library ️Events

27:44

AZAAZ - Volume 1, Issue No. 10

The CRM Zen Show ·

2023/05/24

This week on AZAAZ we answered: ❓The Questions❓ 💬 1. I have 2 tables: Calls and Deals. The Calls table has the columns ‘call owner’ and ‘call duration’, and the Deals table has ‘deal owner’ & ‘deal revenue’. So now I want to get these details in a new table called ‘Revenue_Model’ in which I want to see how much time a call owner takes to get a deal and its value. 💬 2. I am trying to connect Zoho CRM to Marketing Automation. It will not let me do this because I am connected to Campaigns.

31:06

CRM ZEN SHOW Episode 251

The CRM Zen Show ·

2023/05/22

This week we talk about: EARLY ACCESS - Zoho CRM Custom Domain Mapping NEW "Metrics" For Zoho Creator Zoho Sign OpenAI Integration Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-251/ 💥NEW CRM Team Training Program💥 Get Your ENTIRE Team Trained Up in 7 Days! CRM Team Training Course by Zenatta Consulting 👇 SUBSCRIBE 👇 ️YouTube ️Newsletter ️Twitter Facebook ️LinkedIn 🧠 OTHER RESOURCES 🧠 ️Resource Library ️Events

23:46

AZAAZ - Volume 1, Issue No. 9

The CRM Zen Show ·

2023/05/17

This week on AZAAZ we answered: ❓The Questions❓ 💬 1. How can I assign customer to Contact Owner every time automatically when he/she contact again in CRM Contacts & I want to copy the whole contacts to departments. 💬 2. I need to remove an item for sampling. How can I adjust? 💬 3. How can I remove the ticket # from the subject in my response? 💬 4. What would be the best way to implement in a Zoho CRM custom drip sequences with Email, SMS with Zoho Voice, direct mail from something like

40:42

CRM ZEN SHOW Episode 250

The CRM Zen Show ·

2023/05/15

This week we talk about: Zoho Projects Introduces Project Automation Zoho Creator May'23 Updates OpenAI for Zoho SalesIQ Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-250/ 💥NEW CRM Team Training Program💥 Get Your ENTIRE Team Trained Up in 7 Days! CRM Team Training Course by Zenatta Consulting 👇 SUBSCRIBE 👇 ️YouTube ️Newsletter ️Twitter Facebook ️LinkedIn 🧠 OTHER RESOURCES 🧠 ️Resource Library ️Events ️Club

39:10

AZAAZ - Volume 1, Issue No. 8

The CRM Zen Show ·

2023/05/10

This week on AZAAZ we answered: ❓The Questions❓ 💬 1. Starting to setup Projects for our organization and wondering about communication differences between using comments within the project task itself vs Cliq integrated with the project. Wondering what you find is best for communication and keeping up with project discussions and questions. Seems like comments with tasks have been around a while and now with Cliq integration added more recently. Not sure which I should recommend to our team or

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