PODCAST

The CRM Zen Show

Brett Martin and Tyler Colt

A weekly podcast devoted to all things Zoho

technology tech news

All Episodes

34:05

CRM ZEN SHOW Episode 262

The CRM Zen Show ·

2023/08/07

This week we talk about: Bigin API Version 2.0 Canvas Builder Enhancements Zoho Cliq Adds Active Noise Cancellation Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-262/ 💥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

30:23

AZAAZ - Volume 1, Issue No. 20

The CRM Zen Show ·

2023/08/02

This week on AZAAZ we answered: ❓The Questions❓ 💬 1. If I set [a zoho subscriptions] coupon to “forever”---will that [apply] the same discount each month automatically? 💬 2. A member of staff recently decided to create an envelope template for some good old snail mail. We wanted to use the customer's salutation and surname but only the first letter of the first name. What suggestions do you have please? 💬 3. Are there any tutorials or automation examples I can review to assist me with

41:35

CRM ZEN SHOW Episode 261

The CRM Zen Show ·

2023/07/31

This week we talk about: Big Updates to Bigin with Samsung Tablets New Zoho SalesIQ Integration with LINE Zoho working on building its own OS for laptops Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-261/ 💥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

30:36

AZAAZ - Volume 1, Issue No. 19

The CRM Zen Show ·

2023/07/26

This week on AZAAZ we answered: ❓The Questions❓ 💬 1. If I have serialized products that I want to track post-sale is that possible? (...) I need a holistic view of all historical inventory, ability to associate those S/Ns with deals/customers, and then have the data available in the CRM/Zoho so the product can be properly supported through the post-sale lifecycle. 💬 2. I wanted to alert myself to reach promising leads based on the information I have from CRM, Campaigns, and the SalesIQ

35:28

CRM ZEN SHOW Episode 260

The CRM Zen Show ·

2023/07/24

This week we talk about: Zoho CRM Email Deliverability Improvements Zoho Creator Revamps It's Upcoming Notes Page Zoho Desk Android App now Supports Marketplace Extensions Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-260/ 💥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

33:45

AZAAZ - Volume 1, Issue No. 18

The CRM Zen Show ·

2023/07/19

This week on AZAAZ we answered: ❓The Questions❓ 💬 1. How can I integrate Zoho People with Zoho Forms? 💬 2. A few years back you put together this video: Zoho CRM Automated Deals to Track Subscription Revenue Implementation - 2020. Do you have an updated version of this that you’re using? We’re already using Zoho Subscriptions for most of our numbers, but it would be nice to have everything updated across the zoho-verse. Is there a simple way to get Subscriptions to talk to the CRM deals so

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

313 results

The CRM Zen Show

All Episodes

Similar Podcasts

Lead With AI

Tamara Nall

Linux in the Ham Shack

Black Sparrow Media

Data Engineering Podcast

Tobias Macey

Eye On A.I.

Craig S. Smith

Reflections

Livewire Labs