Connecting Zoho One To RingCentral

Reading Time: 3 minutes In this tutorial, Jordan shows us how to connect RingCentral to Zoho CRM on an organization level, what this looks like from the user’s perspective and some troubleshooting tips. RingCentral is the suggested telephony app for Zoho CRM! Key Takeaways Create The Initial Connection Connecting your RingCentral account to Zoho is quite simple. Follow along[…]

Accelerated Program Benefits

Reading Time: 4 minutes What is an Accelerated Program? Get on the fast track to success by opting for an accelerated program. Whether it be education for school or work, accelerated programs are able to save time and money. While the program might be on a quicker timeline, learning is still held to the highest standard. The goal is[…]

4 Automated Emails You Should Consider

Reading Time: 4 minutes Automated emails may have a bad reputation, but don’t let that stop you from getting content to your current and future customers. While scheduling emails is also a great option it’s not always the best fit. Schedules don’t always align with certain trigger points and can cause issues if sent too early or late. Give[…]

12 Days of Marketing

Reading Time: 5 minutes On the first day of Christmas, Zenatta gives you, 12 tips to enhance your marketing strategy. With the new year right around the corner, you might be looking to change up your marketing plans. We’ve gathered some top tips to help you get the most out of your marketing strategy in 2023. While some of[…]

The First 3 Things To Do In Any New Zoho CRM

Reading Time: 3 minutes In this tip, Tyler walks us through the first things Zennatta consultants do when jumping into a brand-new CRM. The 3 key takeaways are pretty basic, but make a big difference in the usability for CRM users. These first three steps are removing unnecessary modules, cleaning up the layouts of records, and creating a basic[…]

Organize YOUR Data in Zoho CRM with Custom Views & Filters

Reading Time: 3 minutes Getting the basics of CRM organized is super important to have the most efficient workflow. In this tip, Tyler walks us through how to organize data in Zoho CRM using custom views and filters. Having a clean custom view of your CRM data will make a huge impact on your workflow. Key Takeaways Custom Views[…]

5 Key Things To Know For Integrating Zoho CRM and Zoho Books

Reading Time: 3 minutes Tyler covers the 5 most important things to keep in mind when integrating Zoho CRM and Zoho Books. While it might seem simple to set up at first, there are some key points that may slip under the rug without deeper consideration. Ask yourself these questions and watch the video for a visual guide to setting[…]

What Is CRM?

Reading Time: 4 minutes CRM is… CRM stands for Customer Relationship Management, most commonly used to refer to software that helps and enables sales operations. Keeping business practices and pipelines running smoothly. CRMs have a high return on investment and are a fast-growing feature that almost all businesses have in place. There is a lot of friction in sales[…]

Dynamically Changing Zoho CRM Email Template Images with WordPress

Reading Time: < 1 minute In this tutorial, this is a niche case scenario for most businesses, however, there could be many use cases for it. We quickly show how to change images across all email templates in the CRM using a WordPress link. One thing to note is that in the video, only one template was created, but you[…]

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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

Senior Developer

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.