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

We are here to simplify your life and build systems that fit YOUR business.

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Zoho Finance
Services

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

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Web Services

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

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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
President
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

CC3 Solutions – Case Study

Executive Summary CC3 Solutions is an IT & Telecom Solutions Provider headquartered in St. Louis, Mo. They help design, procure,

One Firefly – Case Study

Executive Summary One Firefly is a full-service digital marketing agency with services including web design, content marketing, paid ads, graphic

Over 400 Clients Across Many Industries...

List of companies that zenatta consulting works with

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 club.zenatta.com to join the community for all of this and more!

This Week's CRM Zen Show

Zoho News

  • New Zoho Analytics Features Rolled Out Nov 22, 2022
    • Cliq, Zia Insights, Mobile app, and more updates to Zoho Analytics. Our favorite being that Organization Admins can edit the connector setup and not have to go through the person that originally created it. 
  • Zoho Launches a New Web Browser
    • Security-focused browser, similar to Google Chrome and Brave. It’s in the early days and might be a little bit buggy to start but definitely something to take a look at. We have high hopes for it.

Implementation of the Week

  • Zoho CRM/VerifyTX Integration – Automated Verification of Benefits
    • In this implementation, our goal was to speed up our client’s process of verifying insurance coverage for prospective clients
    • To solve for this, we added a custom button to the CRM Lead record that organizes the Lead data and submits to the VerifyTX API
    • This API can use the data to check for benefits eligibility and return us data based on what is found
    • We can then write this response back to the CRM so that the user can immediately know the benefits eligibility for their prospect

Code Share of the Week

  • Calculate Gross Profit for Line Items in a Zoho CRM Quote
    • This Code Snippet will automatically calculate the gross profit for each line item in a subform. For this example, we used the default quotes module in the CRM and a checkbox called Refresh Calculations to trigger the calculations.

This Week’s Read

New On Zenatta

Application / Plug-In of the Week

  • My Fitness Pal
    • This week’s pick is one of Brett’s favorite applications, fitting for this time of year. Easily scan and track your eats to keep on track of your nutrition goals.

Tips and Tricks

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.

Zenatta Client Inquiry Form

Please fill out this simple form to let us know how we can help with your Zoho Implementation.

Billy

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

Senior Developer

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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