Executive Summary
BES is an education nonprofit based in the U.S. focusing on leadership development and supporting school leaders through professional development and training. With a small but dedicated team, the organization works to build sustainable results in education across various communities.
The Challenge
Before partnering with Zenatta, the nonprofit organization faced critical challenges due to the lack of a centralized CRM system. They relied heavily on spreadsheets, which led to data inconsistencies, human errors, and inefficiencies across departments.
“Different departments—sales, marketing, and customer service—managed data independently, resulting in information silos,” said Tim LeBlanc, Director of Technology. “This lack of a unified view caused redundant efforts, inefficient processes, and delayed decision-making. It stunted our ability to efficiently manage and analyze customer data.”
The organization’s reliance on fragmented systems made it challenging to collaborate and provide a seamless customer experience. Recognizing the urgent need for a solution, they sought Zenatta’s expertise to implement a centralized CRM utilizing Zoho .
The Implementation
Zenatta worked closely with the nonprofit to implement a centralized CRM solution using Zoho CRM. Their approach focused on addressing the specific challenges faced by the organization, including data silos and inefficient processes.
Centralized CRM
Zenatta replaced the fragmented spreadsheet system with Zoho CRM, providing a unified platform for managing customer data. Real-time updates and shared access ensured that all departments—sales, marketing, and customer service—could collaborate seamlessly and access up-to-date information. This centralization eliminated data silos, enhancing efficiency and accuracy.
Lens Form Integration and Deal Pipeline
The nonprofit leveraged a “Lens Form” to gather submissions, and Zenatta customized the CRM to assign deal stages and users dynamically based on the form’s input. Depending on the user’s role in the form, a custom deal was automatically created and assigned to the appropriate team members at different pipeline stages. Zenatta implemented automated reporting tied to this deal pipeline, providing the nonprofit with actionable insights and streamlined task management for all stakeholders.
“Zenatta walked us through every aspect of this transition and were excellent thought partners,” said LeBlanc. “They provided support and guidance to help us achieve the functionality we needed.”
The Results
Although the organization has yet to collect quantifiable metrics, the immediate impact of Zenatta’s work is evident. The nonprofit now benefits from a centralized system that improves collaboration and data consistency. Real-time updates and integrated tools allow their team to work more efficiently and effectively.
“Zenatta was very helpful throughout the whole process. They did well at listening to our needs and provided support and guidance on what we needed to achieve this.”
-Tim Leblanc, Director of Technology and Operations
