Zoho CRM - Guides Archives - Zenatta Consulting

Zoho CRM Blueprint Tutorial (2026): How to Build a Deal Stage Process With Transitions, Required Fields, and Automations

Blueprint Essentials (What You’ll Build) Blueprint ties to a picklist: Most commonly the Deals → Stage field (Blueprints require a picklist field). States + transitions: Drag stage values into a flow and define how users move between them. Before / During / After: Control who can click, what they must enter, and what automates after […]

Zoho CRM How To Set Up Motivator Tutorial – 2021

Back at the end of August in 2020, Zoho removed Zoho Motivator from the App store. And by the end of December ended the App altogether. For many of us, this didn’t affect our usage of the Zoho suite at all. However, there were still a handful of businesses out there with bullpen-like sales antics […]

Become a Smarter Sales Rep With Zoho CRM

This guide by Zoho covers how as a sales rep to utilize all of the different tools Zoho CRM has to offer. With such a vast toolkit even knowing what is there can often slide under the radar. Don’t worry though Zoho has you covered by covering all of the essentials you should know in […]

Why You Need A Multichannel CRM

This guide by Zoho covers a handful of different scenarios of how having a multichannel line of communication can benefit your business. Also, how not having a multichannel CRM can hurt your business. Though every business model is different it doesn’t hurt to explore the different options out there, staying one step ahead of your […]

FAQs on Actionable NPS Survey

This guide by Zoho is their overview and best practices for NPS surveys. NPS (Net Promoter Score) is a metric that allows businesses to see the satisfaction of their customers. A Net promoter Score survey is a leading indicator for understanding where a brand stands when it comes to customer experience and customer loyalty. This […]