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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.

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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.

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

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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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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.

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Anything About Zoho

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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

Implementation of the Week

  • Zoho CRM & Cliq Integration to Generate Channels for New Deals
    • In this implementation, our client is using the Deals module to manage long-term and high-touch sales opportunities
    • They also use Cliq to manage all internal communications
    • Our goal in this implementation was to give them a dedicated space to discuss an ongoing Deal in Cliq automatically once a Deal is created
    • To accomplish this, we set up a workflow+function in Zoho CRM that creates new unique Cliq channel for each Deal upon creation
    • We can dynamically set the name of the channel based on the Deal and Account information. 
    • Our next step will be to dynamically assign users to the channel based on specifications related to the Deal

Code Share of the Week

  • Relate Project to Estimate in QuickBooks
    • Sometimes, when we create an estimate in Quickbooks, we need to link it to a project within Quickbooks. To do this, we have to search for the project and obtain its ID. Quickbooks considers projects as Customers, so if we want to locate the project by its name, we must query a Customer.

New On Zenatta

Tips and Tricks

  • Tax Management in Zoho Books
    • This week’s tutorial covers tax setup for both goods and services, including manual configuration and Avalara integration options.

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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