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.
Web
Services
The web agency for Zoho customers. Explore all of our web services, from WordPress development to SEO.
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
President
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!
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.... Zenatta has been instrumental in combing all of the items listed here into the suite of Zoho products.
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.....
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.
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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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
President
Read More
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!
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.
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.
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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Zoho CEO Sridhar Vembu & Zenatta President Brett Martin.
Over 700 Clients Across Many Industries...
Did We Mention Our Content?
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!
Our Zoho
Community Forum
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!
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
- Zoho Announces Deprecation of SMS-Based Multi-Factor Authentication (MFA)
- Due to an increase in scammers taking advantage of SMS, Zoho is removing text message 2FA.
- Bigin’s New Stage Automation Feature
- Nice feature addition, making it easier to create stage automation.
- Zoho Books April’24 Updates
- A handful of updates this month, including the ability to apply late fees to your invoice for the US edition.
- Trident for macOS v1.3.0: New Features
- Some of the new features include customizable email filters, outbox delays, task creation via Smart Assistant, and enhanced channel and calendar settings.
- Zoho Accounts: Enhanced Sign-In and Organizational Invites
- The key feature of this update is the addition of a Send Email button to the Accounts/Deals modules.
- Zoho CRM Email Functionality Enhancements
- Zoho now allows signing into multiple accounts and accepting organizational invites across different data centers.
- Zoho CRM Updates to Assign and Remove Territories APIs
- The Assign and Remove Territories APIs from V2 to V6 now schedule a job rather than immediately updating, with statuses trackable via the Job Status API.
- Zoho Desk Mobile App Updates
- And wrapping up the news, Zoho Desk has released a handful of mobile updates this month. The titles say it all.
- Zoho Desk Mobile App (v2.8.11) – Enhanced Email Templates
- Zoho Desk Mobile App (v2.6.21) for Android – Default Ticket Listing
- Zoho Desk Mobile App (v2.8.10) for iOS – Enhanced Quick Actions with Layouts and Validations
- Zoho Desk Mobile App (v2.6.20) for Android – Introducing Custom Module Support
- Zoho Desk Mobile App (v2.8.9) for iOS – Introducing Custom Module Support
- And wrapping up the news, Zoho Desk has released a handful of mobile updates this month. The titles say it all.
Implementation of the Week
- Referral Partner Management via CRM Automation
- In this implementation, our goal was to provide our client with an easy way to track Referrals made by Partners easily within CRM
- To accomplish this, we created a custom module that is populated with the Referral data each time a Partner refers a Prospect to our client
- Data is entered into this custom module via imports and/or form submissions using specific referral information
- This data can be used to track and analyze the effectiveness of various referral sources
- Lastly, we set up a scheduled function to send successful referral information back to the Referral Partner so that they can be aware of what inbound referrals have converted to customers
Code Share of the Week
- Adding Attachments to Zoho Inventory & Zoho Books
- ZOHO CRM insert new record – with Wizard details – by Zsolt Simon
- Community Member contribution: Zsolt is sharing his journey of integrating ZOHO Creator with ZOHO CRM, facing challenges with API versions and misleading documentation to ensure new records were editable via a custom Wizard. After considerable effort, he discovered a workaround involving the correct JSON structure for wizard connectivity, hoping to aid others in navigating similar issues.
New On Zenatta
- Zenatta Blogs
- Mastering the Lead Journey with Zoho
- This week we cover how various Zoho applications support each stage of the lead lifecycle, from generation and capture through to qualification, nurturing, and closing.
- Mastering the Lead Journey with Zoho
Tips and Tricks
- Top 10 Marketplace Plug-ins for Zoho CRM
- This week, Tyler shares our top 10 picks for Zoho CRM marketplace plug-ins.
Question of the Week (AZAAZ)
- How to Auto-Generate Numbers for Bulk Sales Orders in Zoho Books
- Kevin gets his question answered this week as Greg breaks down how to keep auto-generated numbers, while also using API to override them.
This Week’s Quizzes
- Monday Quiz: In Zoho Creator’s pre-built Vendor Management application, what module enables users to gauge the authenticity of vendors and evaluate them based on specific performance indicators?
- Wednesday Quiz: What is the purpose of adding marketplace extensions during blueprint transitions in Zoho Desk?
