The Challenge

Before engaging Zenatta, ADC relied on fragmented systems that made managing customer data and sales reporting complex and time-consuming. Although ADC used Microsoft Dynamics for ERP, the CRM features were never fully implemented, and reporting required extensive manual effort.

• Lack of CRM Utilization: Microsoft Dynamics’ CRM tools were not leveraged effectively, leaving the sales process disconnected from the company’s ERP system.
• Disjointed Systems: ADC juggled SugarCRM, Pipedrive, Apple Notes, and Excel spreadsheets to track deals, contacts, and reporting—causing inefficiencies and data silos.
• Manual Reporting: Complex spreadsheets and pivot tables were required to monitor sales performance, demanding hours of manual analysis.

“Our sales cycle is different, and the lead tracking and deal structures of other CRMs never really fit our needs. Over time, we created a patchwork of tools that worked—just not well.” – Wade Most, VP Sales & Marketing, Advanced Digital Cable Inc.

Why It Mattered

ADC’s sales and rebate operations required precise data management to support strategic decisions and maintain customer trust. Manual systems left too much room for human error and wasted valuable time. Without an integrated CRM and automated analytics, the sales team struggled to get real-time insights and efficiently manage client interactions across regions.

The Zenatta Solution

Zenatta implemented a cohesive, automated CRM and reporting ecosystem tailored to ADC’s unique sales cycle. Leveraging Zoho CRM, Analytics, and WorkDrive, Zenatta created a platform that unified data, automated manual processes, and improved the visibility and efficiency of sales operations.

• CRM Configuration & Custom Modules: Rebuilt ADC’s Zoho CRM to mirror the company’s custom sales workflow, with modules for quotes, rebates, and call reporting.
• Quotes Module: Consolidated redundant modules into one streamlined system using subforms and formula fields for accurate pricing and calculations.
• Call Report Tool: Automated call report creation, saving 3–4 hours per trip by generating reports and client-ready summaries automatically before meetings.
• Rebate Management Module: Built a fully automated rebate tracking system integrated with third-party data, saving 20–30 hours annually and reducing reporting errors.
• Analytics Dashboards: Migrated manual Excel reports into Zoho Analytics dashboards for real-time tracking of sales goals, trends, and performance KPIs.
• WorkDrive Integration: Standardized document management by using mail merge templates automatically saved and linked within CRM records for consistency and accessibility.

“Zenatta has helped us make our ideas and visions a reality. Their talented consultants have improved efficiencies with development and automation, and the reporting alone has saved us hours of analytics work.” – Wade Most, VP Sales & Marketing, Advanced Digital Cable Inc.

Results

By leveraging Zoho’s unified suite under Zenatta’s guidance, ADC has streamlined its CRM operations and gained real-time insight into sales performance and rebate management. The improvements not only saved time but also enhanced client experiences and operational accuracy.

• 3–4 hours saved per sales trip through automated call reporting
• 20–30 hours saved annually on rebate tracking and reporting
• Manual spreadsheet reporting replaced by automated dashboards
• Fully integrated document workflow through Zoho WorkDrive
• Data-driven decisions enabled by real-time analytics visibility

“Zenatta is the reason we have been able to quickly execute and deliver on our development goals. Their user portal provides a clear picture of progress, and their consultants—Ben and Jason—have been incredible partners. Zenatta’s strength lies in their knowledge, design architecture, and ability to turn ideas into reality. They are the gold standard of consulting.”

– Wade Most, VP Sales & Marketing, Advanced Digital Cable Inc.