Reading Time: 2 minutes Executive Summary The Otis Sampson Company is a woman-owned small business executive recruitment firm focusing on the sectors of chemicals, ingredients, pharmaceuticals, and biotech. They are a brand-new business founded and based out of Indianapolis, Indiana. The Challenge Sarah Holmes, the founder, had previously worked for another recruiting firm before starting the Otis Sampson Company.

Reading Time: 3 minutes Executive Summary Flavor Paper is located in Brooklyn, NY, and creates conversational handscreened and digital wallpaper with a modern twist. They’ve garnered awards worldwide for pushing the innovation envelope with unexpected materials and new technology such as holographic and ponyskin grounds, scratch-and-sniff scents, Day-Glo, invisible inks, and more. The Challenge Prior to Zenatta, they lacked

Reading Time: 2 minutes Executive Summary Vend Tech is a team of 50 vending machine experts delivering solutions nationwide based out of Idaho. They help others start franchise businesses for healthy vending machines. They also include the service, coaching, and locating for the business. The Challenge When Vend Tech reached out to Zenatta they already had Zoho CRM set

Reading Time: 2 minutes Executive Summary Rise Buildings is a property technology company based out of Chicago that helps clients all over the world. They provide a fully integrated tech stack to meet your needs, save you money, and increase your property’s performance. The Challenge When Rise Buildings first contacted Zenatta they “used a combination of spreadsheets, disparate systems,

Reading Time: 2 minutes Executive Summary ZUUM Transportation, Inc. is an automated freight management platform provider. ZUUM combines a digital freight marketplace with a shipper TMS, broker software, carrier TMS, and driver app. The company was founded in 2016 and is headquartered in Irvine, California. Introduction Prior to coming to Zenatta, Zuum’s primary CRM was very disorganized and the

Reading Time: 4 minutes Executive Summary Pediatric HeadShape Clinic is the largest head shape clinic in Canada. They currently have 4 locations to serve families with plans for expansion. PHSC specializes in the education, prevention, and treatment of pediatric head shape issues. The Challenge PHSC only had a basic understanding and expectation of traditional CRM services. They were trying

Reading Time: 3 minutes Executive Summary Legion Capital is a boutique private equity firm focused on specialized lending to real estate developers, business owners, and entrepreneurs. They provide bridge funding, acquisition, development, and growth capital to companies and projects in targeted industries. Legion also takes equity ownership in select companies and projects. Legion Capital’s headquarters are in Orlando, Florida.

Reading Time: 3 minutes Executive Summary Brite and Beautiful OC is a small business woman-owned beauty aesthetics studio that focuses on fat-freezing, spray tanning, and teeth whitening. They have been in business for almost 2 years, are a team of three employees, and have used Zoho CRM from the start.   Introduction Brite and Beautiful OC started with just a

Reading Time: 3 minutes Executive Summary: Coldwell Banker Town and Country is a leading real estate services company based in Southern California’s Inland Empire.  They have four offices, over 200 agents, and a full-time staff of 26 employees.  For the last 20+ years, they had used Goldmine CRM to run their sales, escrow, and property management divisions. Introduction They