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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.



What We Do

Zoho Consulting
& Implementation

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

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Zoho Finance

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

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The web agency for Zoho customers. Explore all of our web services, from WordPress development to SEO.

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

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zoho premium partner

Zoho’s #1 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
Brett Martin of Zenatta Consulting and Shridar Vembu, CEO of Zoho, posing by a car

Zoho CEO Sridhar Vembu & Zenatta President Brett Martin.

Case Studies

Learn Why Companies Choose Zenatta

Select Communications – Case Study

Executive Summary Select Communications operates within a brokerage model, offering cutting-edge technology solutions. With a dedicated team of approximately 30

TVS Pro – Case Study

Executive Summary TVS Pro is a custom audio-video solutions integrator. They sell and install audio and video equipment and control.

Televic – Case Study

Executive Summary Televic manufactures some of the most innovative systems for moderated meetings. Its complete range of conference solutions simplifies

Over 400 Clients Across Many Industries...

Latest In The World Of Zoho

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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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Zoho Blogs

We drop an article every week covering the latest Zoho news, technical trends, and professional tips. new content added every week.

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Zoho Forum

Have Zoho related questions? Need help with code, join the Code Share group? Visit to join the community for all of this and more!

This Week's CRM Zen Show

Zoho News

Implementation of the Week

  • Zoho CRM Deal “Last Email Date” via Email Workflows
    • In this implementation, our goal was to automatically stamp a CRM Deal anytime a Contact within the related Account is sent an email
    • The first step is to ensure that all relevant users have their IMAP integration activated and set to public for their email accounts
    • Then, I set up a workflow to trigger on Emails in CRM, where this function triggers a custom function
    • This function gets the Account related to the Contact who received the email, and then pulls all related Deals to that Account
    • The script then checks each Deal, and if it is Type = Service, the function will datestamp the appropriate field

Code Share of the Week

  • Create a Running Total in SQL 
    • This SQL query uses what’s called a TABULAR FUNCTION which is denoted by the use of the OVER() keyword following an aggregate function like SUM(). Using this tabular function creates a running total for each row of data grouped by the column(s) specified in the PARTITION BY segment. 
    • In this example, we are grouping by Deal Owner. Since a running total is dependent on order, we specify that we want to ORDER BY the “Created Time” and that when performing the SUM() calculation, the ROWS that should be included are all rows up to the current row of data. 

This Week’s Read

New On Zenatta

  • Zenatta Blogs
    • Zoho SalesIQ Full Product Overview
      • In case you missed it, this month’s webinar was on Zoho SalesIQ. Tyler gives a full product overview of everything you need to know to get started with SalesIQ. 

Tips and Tricks

Why Choose Zenatta?


We Are A Zoho Premium Partner


A Top Tier Development Team


We Make Zoho Work For Your Business Needs


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


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.