The Challenge

Before working with Zenatta, Franklin Skills had implemented Zoho One but lacked the in-house expertise to fully utilize its capabilities. The team relied heavily on manual tasks, and advanced workflow automation remained untouched. Without structured CRM automation or optimized Campaigns and Recruit modules, the system required constant administrative oversight, limiting scalability and efficiency.

“We lacked Zoho expertise to set up key workflows and advanced functionality, so we were using the system in a much more manual way than was optimal.” – Helen Smyth, VP of Operations, Franklin Skills

Why It Mattered

As Franklin expanded its apprenticeship programs and partnerships, manual data entry and fragmented workflows created bottlenecks. Each department worked from isolated processes, making it difficult to monitor candidate progression, campaign engagement, and recruitment performance. A more unified, automated system was essential for the team to scale efficiently and focus on their core mission: developing tomorrow’s tech talent.

The Zenatta Solution

Zenatta collaborated with Franklin Skills to unlock the full potential of Zoho One—focusing on core business workflows and automation across CRM, Campaigns, Recruit, Forms, and Flow.

• CRM Customization: Zenatta enhanced CRM modules and lead management workflows to better align with Franklin’s apprenticeship programs, ensuring accurate data tracking from inquiry to placement.
• Campaigns Automation: Existing email sequences were rebuilt with clean logic and performance tracking. Zenatta configured Campaigns workflows to:
  • Automatically update Lead status based on engagement.
  • Trigger tasks for follow-ups when leads opened key emails multiple times.
  • Update CRM Lead records to “Dead” for hard bounces or unsubscribes—ensuring data hygiene and accurate reporting.
• Recruit & Flow Integration: In Zoho Recruit, Zenatta developed workflows to synchronize candidate application status using Zoho Flow. When a candidate’s stage changed, their status and related job application fields were automatically updated, saving recruiters hours of manual work weekly.
• Forms Integration: Franklin’s enrollment forms were rebuilt in Zoho Forms and linked directly to Recruit, converting form submissions into structured candidate data. Custom fields and logic ensured perfect alignment between form entries and Recruit record fields.
• Empowerment & Training: Zenatta not only implemented solutions but also trained Franklin’s internal team—helping them gain independence in maintaining workflows, troubleshooting, and creating new automations in the future.

“Zenatta strikes a good balance between guidance and development. They’re always quick to respond, and the quality of the work is consistently high.”– Helen Smyth, VP Operations, Franklin Skills

Results

While Franklin Skills doesn’t track formal metrics, the operational impact was immediate:

• Significant time savings through reduced manual data entry and campaign management.
• Greater efficiency and transparency in candidate tracking and recruitment workflows.
• Higher utilization of Zoho licenses by leveraging automation and advanced features.

“We have saved time in manual activities and are getting more value from our Zoho licenses. Zenatta’s product knowledge and responsiveness make them a true partner.”

– Helen Smyth, VP Operations, Franklin Skills