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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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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.

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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
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!
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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Over 700 Clients Across Many Industries...

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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

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!

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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

  • Custom Sync for Notes between CRM and Recruit
    • In this implementation, we’re working with a staffing company that is using CRM and Recruit to manage their sales and hiring processes, respectively
    • They actively used the Notes section in both systems to track ongoing touchpoints and conversations related to the CRM Deal/Recruit Job Opening, and Candidates being considered for those openings
    • In order to ensure there aren’t any missed communications, it was important to this client that a note taken in Recruit would display in the appropriate module of CRM so that all teams have visibility
    • To accomplish this, we first had to build on the CRM/Recruit integration to ensure that ZCRM Deal IDs were stored in Recruit Job Openings when they convert over
    • Then, we used a Zoho Flow (and this Deal ID) to set up automations that will write Notes from one system to the other, immediately triggered upon the saving of a Note record

Code Share of the Week

  • COQL with Special Characters
    • COQL excels at standard queries, but sometimes records contain special characters that throw it off. The special character search functionality solves this by parsing out these characters and searching for each letter or word fragment individually. This unlocks a new level of search precision, ensuring you never miss a record due to unconventional formatting.
    • This functionality replaces all special characters with a comma, then turns the remaining string into a list that is formatted into a list of where clauses.  The final part of the function adds parenthesis at the beginning and end of the where clause so that it can then be effectively formatted as a search query.

New On Zenatta

Tips and Tricks

Question of the Week (AZAAZ)

  • How to Navigate Custom Exceptions Using ‘Throws’ in Zoho Deluge
    • In this week’s response, we delve into a crucial but often overlooked aspect of Zoho’s scripting language, showcasing how to utilize the ‘throws’ function for crafting custom exceptions, thereby enhancing error management and making debugging more efficient.

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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