PODCAST

The CRM Zen Show

Brett Martin and Tyler Colt

A weekly podcast devoted to all things Zoho

technology tech news

All Episodes

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

55:18

CRM ZEN SHOW Episode 249

The CRM Zen Show ·

2023/05/08

This week we talk about: Combining ChatGPT with Zia's existing AI capabilities Campaigns Removes Social Page Campaigns Shopify/Campaigns Integration Update Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-249/ 💥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 🧠

36:29

AZAAZ - Volume 1, Issue No. 7

The CRM Zen Show ·

2023/05/03

This week on AZAAZ we answered: ❓The Questions❓ 💬 1. In Zoho Subscriptions, I set up an integration to actively sync with Zoho CRM. I'm not sure how to display Zoho Subscriptions in Zoho CRM. 💬 2. Are there any options to make searching with an account easier? 💬 3. Is this function available by default in Zoho Surveys? 💬 4. So, when can we get a Creator app demo? 👀 💬 5. I created two custom fields in my Contacts module - Vertical and Market Segment. Each has drop-down selections,

34:03

CRM ZEN SHOW Episode 248

The CRM Zen Show ·

2023/05/01

This week we talk about: SalesIQ Zobot Now Live For Social IM Channels Zoho Recruit Adds Offers Module New Google Meet Integration For Zoho Bookings Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-248/ 💥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

46:36

AZAAZ - Volume 1, Issue No. 6

The CRM Zen Show ·

2023/04/26

This week on AZAAZ we answered: ❓The Questions❓ 💬 1. I'm using Z Mail as my email client and have set up 2 aliases. I'd like to send notifications from Bookings using an alias, but Zoho tells me this function is not yet available. Is there a workaround? 💬 2. In Zoho Books, any insight on transferring a balance from one Inventory Asset Account to another? We currently have 2 accounts, Inventory Distributor Owned and Inventory Client Owned. They are both Asset Stock accounts in Books, but there

29:41

CRM ZEN SHOW Episode 247

The CRM Zen Show ·

2023/04/24

This week we talk about: New Zotero Extension for Zoho Writer Global Sets for CRM Backstage Introduces A Brand New Email Designer Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-247/ 💥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

50:25

AZAAZ - Volume 1, Issue No. 5

The CRM Zen Show ·

2023/04/19

This week on AZAAZ we answered: ❓The Questions❓ 💬 1. How do I automate emails to go out on specific dates like holidays to my contacts 💬 2. Does anyone else use Divvy and might be looking for a Zoho Books/Divvy integration? I'm migrating away from QuickBooks Online and to Zoho Books, and the only major downside is that there is no Divvy Integration for Zoho Books. I'm looking for anyone who might want to share the costs of having such an integration created. I have reached out to Zoho as

33:10

CRM ZEN SHOW Episode 246

The CRM Zen Show ·

2023/04/17

This week we talk about: Zoho Recruit Adds Required Skills Field Zoho Recruit April Product Updates New ChatGPT Extension For Zoho Cliq Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-246/ 💥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

01:00:42

AZAAZ - Volume 1, Issue No. 4

The CRM Zen Show ·

2023/04/12

This week on AZAAZ, we answered: ❓The Questions❓ 💬 1. For the response options, if someone opened and clicked on a link for an email, are they included in both "Opened" AND "Clicked?" I set up a workflow using the response feature, but then set it up to send the same email to all of those buckets of people (at different timings), but I don't want to be sending duplicate emails. 💬 2. Can you help me to understand the "applications" module? It seems to be new since this tutorial and seems to

42:33

CRM ZEN SHOW Episode 245

The CRM Zen Show ·

2023/04/10

This week we talk about: New Card Forms for Zoho Forms Early Access - Zoho Desk Blended Conversations Zoho OneAuth 3.0 Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-245/ 💥NEW CRM Team Training Program💥 Get Your ENTIRE Team Trained Up in 7 Days! CRM Team Training Course by Zenatta Consulting ZPortals Sign Up For Your Free 30 day Trial Through Zenatta Consulting:

37:46

AZAAZ - Volume 1, Issue No. 3

The CRM Zen Show ·

2023/04/05

This week on AZAAZ we answered: ❓The Questions❓ 1. I'm new to Zoho Projects but have been using CRM for a while. I've run into a problem with Projects that I have to think has a simple solution I'm somehow overlooking. The problem: I've created a project template for a standard project my company goes through with most clients. I've enabled the default Task Automation Workflow Rule "Assign Task to Project Owner by Default" and left the task owner for all of the tasks in the project template as

33:06

CRM ZEN SHOW Episode 244

The CRM Zen Show ·

2023/04/03

This week we talk about: Enhancements to the Zoho Calendar Connection ChatGPT for Zoho Writer 3 New Zoho Notebook Updates Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-244/ 💥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

32:44

AZAAZ - Volume 1, Issue No. 2

The CRM Zen Show ·

2023/03/29

This week on AZAAZ we answered: ❓The Questions❓ 1. I know there is the Parent Company field in CRM Accounts, but it doesn't work how I was hoping. I want to have the multiple locations listed under the parent company, with a tree view of the parent company, branch locations, and contacts under each branch. 2. Is there a way to put a button on the contact record so that when I make a phone call on my cell phone, I don't have to dig through the Zoho menus to log the call? 3. I have

28:33

AZAAZ - Volume 1, Issue No. 1

The CRM Zen Show ·

2023/03/28

This week on AZAAZ we answered: ❓The Questions❓ 1. Why use a Loom embedded video versus using Zoho Annotator Video that is saved in Workdrive. The mp4 or .webm offered should allow for the video to also allow this embed from CRM. 2. Can't we add a score column in the leads view and then sort it as descending or ascending, that would help a lot when glancing through the leads altogether. 3. When I integrate Zoho CRM and Zoho Inventory, I do not see the stock quantities in the CRM. Is there

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