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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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IN THE AMERICAS

ONE PURCHASE UNLIMITED TEAM SEATS 100% SATISFACTION GUARANTEED TRAIN YOUR TEAM IN 7 DAYS

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.

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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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Training
Programs

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

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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

LEOGANT – Case Study

Executive Summary LEOGANT, based out of Berlin, is a pioneering company that transforms ordinary tap water into the pristine quality

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

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

This Week's CRM Zen Show

Zoho News

Implementation of the Week

  • Automated Contractor Bill Generation via CRM Scheduled Function
    • In this implementation, our goal was to set up an automation to manage the sign-off and billing process for contractors working for our client
    • First, we build functionality in the CRM for time to be tracked by Contractors against various Deals (Engagements)
    • Then, we run a monthly scheduled function that aggregates all time-entries from the previous month, formats them into a document, and sends this document to each Contractor for confirmation via e-sign
    • Upon signing, a Bill record is generated in Zoho Books under the appropriate Vendor record for each Contractor

Code Share of the Week

  • Update a View’s Sharing Details in Zoho Analytics
    • This is a newly released API endpoint from the Zoho Analytics team that allows you to updating the sharing rules for a given view. This would be useful for automatic sharing of certain views to roles within your organization. This could be used to create automations to set up view sharing based on roles/profiles in the CRM, ensuring that your employees automatically have access to the reports they need. 

This Week’s Read

New On Zenatta

Tips and Tricks

  • Using The Zoho Creator Extension In Zoho CRM
    • In this week’s tip, Josh covers the intricacies of integrating Zoho Creator with Zoho CRM using the Zoho Marketplace extension. 
    • Learn how to view and manage Creator records within your CRM, create related lists, and optimize your workflow with this powerful extension.

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.

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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