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Making Zoho Work For You

Sales and Marketing Automation Platforms are fantastic tools that can be indispensable to your business, but only if your employees actually use them. At Zenatta Consulting, we understand how to build systems that your employees will use, giving you the information you need to make informed decisions about your business.

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Our Services

Zoho Consulting
& Implementation

As a Zoho Partner, we are here to simplify your life and build systems that fit YOUR growing business needs.

Zoho Finance
Services

Professional back office bookkeeping and accounting services catered to your individual business needs.

Zoho Creator Services

Learn how our team of skilled developers can create the perfect Zoho Creator Application for your business.

Training
Programs

Looking to get your entire team trained up for one low price? Check out our team training programs.

Our
Marketplace Apps

Elevate your efficiency with our Zoho extensions—discover smarter solutions in our Marketplace!

Zoho Partner of the Year
in the Americas.

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THE Premier Zoho Partner
in the Americas.

zoho premium partner

Since 1998, we have helped companies with their sales and marketing automation needs. Since 2012 we have specialized in Zoho and are one of their top Zoho Premium Partners in the world. 

Brett Martin of Zenatta Consulting
Brett Martin
President
zoho premium partner

THE Premier Zoho Partner
in the Americas.

Since 1998, we have helped companies with their sales and marketing automation needs. Since 2012 we have specialized in Zoho and are one of their top Zoho Premium Partners in the world. 

Brett Martin of Zenatta Consulting
Brett Martin
President
DataYard
DataYard
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My company has worked with Zenatta for over three years, starting from the time we were evaluating Zoho's capabililties until today as a full-blown Zoho user. Brett, Tyler, and the rest of the Zenatta crew have consistently delivered on every challenge we've put in front of them. They've helped us import data from legacy systems, integrate the various Zoho applications, and create automations to streamline our business processes. Tyler and his technical team are especially top notch. Highly recommend!
Televic
Televic
Read More
Prior to Zenatta we experienced a lot of frustration using multiple platforms to complete day to day tasks. For example, we used SuiteCRM for CRM/sales management, Quickbooks for bookkeeping, and HubSpot for marketing management. This created many processes, lots of confusion, and a ton of double or triple work. Upon adopting Zoho after absorbing another company who used it, it became clear that we needed help perfecting our Zoho environment. Zenatta has been instrumental in combing all of the items listed here into the suite of Zoho products.
Fidalgo Coffee Roasters
Fidalgo Coffee Roasters
Read More
We have used Zoho One for four years. After a couple of years on our own, we reached out to Zenatta for some help with training and customization of CRM. They were extremely helpful and knowledgeable. After that, they built a custom Route Invoicing app in Creator for us, and that has gone extremely well. As with any bespoke software, we had changes and bugs along the way. Zenatta has always been efficient with their time. With every just about every task, they take less time than I expect which shows their knowledge of the software and integrity. It is easy for a consultant to pad their time and get bit extra out of the customer. I've never experienced that with Zenatta. In fact, just the opposite. Josh at Zenatta discovered that they built some bad code, told me about it, and fixed it without charging. If you want to get a good feel for the culture of Zenatta, check out their weekly podcast. I can't listen every week, but when I do it is always a treat.
Dwellinc
Dwellinc
Read More
I will only recommend Zenatta at this point. I have worked as the head of operations for two different Real Estate firms, both using Zoho's suite of softwares, and went through 4 other consulting firms. Most firms know how their way around the software, but they don't know code nor do they know the full extent of what the software can do with a high-knowledge, problem solving programmer like Zenatta. We save hundreds of hours a week on automations other partners told me were impossible to implement. Thank you to Tyler, Brett and team for being the best!
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Brett Martin of Zenatta Consulting and Shridar Vembu, CEO of Zoho, posing by a car

Zoho CEO Sridhar Vembu & Zenatta President Brett Martin.

Learn Why Companies Choose Zenatta

Over 700 Clients Across Many Industries...

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New Zoho Videos
Every Week!

We never miss a beat uploading multiple Zoho related tutorials, podcasts, and more every week.

The Ultimate
Zoho Resource Library

Find all of our content in one location including blogs, full write-ups to our YouTube content, Zoho resource articles, product reviews and more!

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 Join us and other Zoho enthusiasts on our FREE online community.   Visit club.zenatta.com to join the community for all of this and more!

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The CRM Zen Show

Every week we scour the internet for the latest Zoho news. We discuss all of this and more every Friday on our weekly podcast, The CRM Zen Show.

Ask Zenatta
Anything About Zoho

Do you have a specific Zoho-related question?  We’ll we’ve got answers.  Every week we pick a question from our community and answer it on AZAAZ!

Our Zoho Newsletter

Never miss a beat on the latest in the world of Zoho news, our content, code shares and more with our weekly newsletter.  Dropped into your inbox every Monday morning at 6 AM PST!

This Week's CRM Zen Show

Zoho News

  • PSA – MA 1.0 -> 2.0 Sync Issues
    • Shoutout to John Bloomfield for sharing this issue. Zoho announced a new migration process last week for those still stuck on Marketing Automation 1.0 to 2.0. However, it seems there are some bugs with this process, so you might want to hold off a little bit longer or at least read about the issues John found.
  • Zoho Thrive UI Enhancements
    • A handful of UI enhancements and additions, including new dedicated module views for Affiliates and Loyalty programs.
  • Zoho Desk Accessibility Enhancements 
    • Great job, Zoho Desk team! There is a new enhanced menu for accessibility features, along with three new features: Focus Ring, Page Navigator, and Skip to Main Content.
  • Zoho Inventory Q1/Q2 Updates
    • We’ve covered most of these in previous episodes, but one notable update is the UPS 2.0 Shipping integration.
  • Zoho Social May Updates
    • There are some great new updates this month, including the ability to manage your TikTok messages in Zoho Social, a new round-robin feature for comments, and Google My Business product offering features. Also, check out the social sessions!
  • Zoho Recruit PSA – Indeed retires support for free job postings
    • This update mainly affects staffing agencies. Indeed now requires these agencies to pay for their job postings.

Implementation of the Week

  • Asset Tracking in Zoho CRM, Desk, and FSM
    • In this implementation, our goal was to provide the client a way to track Tickets against specific Assets purchased by the client across applications.
    • To accomplish this, we first created a custom module in Zoho CRM and Desk to store the Asset data. FSM has an Asset module by default.
    • Then, we configured a function such that, once the Asset is logged in Zoho CRM the client can press a button to push the completed Asset data to Desk and FSM.
    • Lastly, upon creation of Assets in Desk and FSM, we bring back the Asset IDs from those apps back into CRM for future integration usage.
    • This allows our client to work Tickets, and create/schedule Work Orders against those Assets in Desk/FSM.

Code Share of the Week

  • Automating Zoho Invoice ACH Payment Checkbox Using Analytics and CRM
    • Using Zoho Analytics, Zoho CRM, and Deluge scripting, automate the “Pay via Bank Account” field in Zoho Invoice to mark it as enabled.
    • Pull relevant data from Zoho Invoice into Zoho Analytics, schedule regular data imports, and create a query table to identify customers without bank account payment enabled.
    • Use custom functions in Zoho CRM to export data from Zoho Analytics, retrieve and process the data, and update Zoho Invoice records through API calls, ensuring bank account payments are marked as supported for the identified customers.

New On Zenatta

  • Highlights from Zoholics Austin 2024!
    • We had an amazing time at Zoholics, and it was great seeing everyone who attended.  Here are all the highlights from this year’s event!
  • Zenatta Hackathon Winner
    • And the Winner is… Nadeen G from Madrassoft! Huge shoutout to all those who participated in this year’s competition.

Tips and Tricks

  • How to fix duplicates FAST in Zoho CRM
    • If you don’t know how to deduplicate your data in CRM, here is a quick tutorial on the process.  We recommend you do this regularly or use extensions like our CRM Health Check to remind you when your dups are out of control.

This Week’s Quizzes

Why Choose Zenatta?

01.

We Are A Zoho Premium Partner

02.

A Top Tier Development Team

03.

We Make Zoho Work For Your Business Needs

04.

Proudly Serving North, Central, and South America Since 2012

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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