The CRM Zen Show

Brett Martin and Tyler Colt•crmzen.com

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A weekly podcast devoted to all things Zoho

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Episodes

CRM ZEN SHOW Episode 277

This week we talk about: PSA - Planned US Datacenter Maintenance Zoho Cliq Zoom Integration Circuits in Zoho CRM Update Our Implementation, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-277/ 💥 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 produc...

Nov 20, 2023•36 min•Ep. 277

CRM ZEN SHOW Episode 276

This week we talk about: Zoho CRM Aggregate Fields in Subforms Enhancements Zoho Billing November’23 Updates Zoho Vault Adds Additional Authenticators Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-276/ 💥 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 ...

Nov 13, 2023•45 min•Ep. 276

AZAAZ - Volume 1, Issue No. 29

This week on AZAAZ we answered: ❓ The Questions ❓ 💬 1. Is there a way to batch serialized items on the purchase order side and then assign them to be sold separately from that batch to customers? Can we still see/track which batch that serialized item on the sales order came from? We have unique needs as we are a non-profit business that order park tickets from Florida theme parks and distribute them for free to families in need that come to stay at our resort. 💬 2. I absolutely love Zoho. Do ...

Nov 08, 2023•32 min•Season 1Ep. 29

CRM ZEN SHOW Episode 275

This week we talk about: Zoho Marketing Automation 2.0 Officially Launched Zoho Projects 8.0 Released Module Data Exports Receive a MASSIVE Update Our Implementation, Read, Code Share, and Tip of the Week Read the show notes: https://zenatta.com/episode-275/ 💥 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 ️Clu...

Nov 06, 2023•50 min•Ep. 275

CRM ZEN SHOW Episode 274

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: Podcaster Z...

Oct 30, 2023•41 min•Ep. 274

AZAAZ - Volume 1, Issue No. 28

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 wee...

Oct 25, 2023•33 min•Season 1Ep. 28

CRM ZEN SHOW Episode 273

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 episode was ...

Oct 23, 2023•44 min•Ep. 273

CRM ZEN SHOW Episode 272

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 episode was pr...

Oct 16, 2023•39 min•Ep. 272

AZAAZ - Volume 1, Issue No. 27

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 ...

Oct 11, 2023•38 min•Season 1Ep. 27

CRM ZEN SHOW Episode 271

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 Zenatta This epis...

Oct 09, 2023•43 min•Ep. 271

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