BES – Case Study
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 […]
Zoho and WordPress – How to Integrate & Setup Key Apps
Are you leveraging Zoho and WordPress to their full potential? Integrating Zoho applications with WordPress allows you to track visitors, automate marketing, capture leads, and optimize engagement seamlessly. Whether you use Zoho One or specific tools, this tutorial breaks down key integrations, setup processes, and essential tips to maximize the synergy between these platforms. Zoho […]
Zoho’s Commitment to Data Privacy and Security
Every business needs tools that not only help them grow, but also protect what matters most, their data. This is one of Zoho’s ongoing commitments to their users. With a “privacy-first” philosophy and a comprehensive security framework, Zoho empowers businesses to work with confidence, knowing that their data is in good hands. From robust encryption […]
Lead Conversion Mapping in Zoho CRM
Lead Conversion Mapping is a setup that determines where each field from the lead record will be mapped in accounts, contacts, and deals after a lead is converted. By configuring conversion mapping, you ensure that no valuable data is lost in the process. Here’s how to access and set up lead conversion mapping in Zoho […]
Streamline Your Processes with Zoho Bigin’s Team Pipelines
Zoho Bigin’s Team Pipelines feature empowers users to manage different workflows and processes all within one streamlined platform. This guide will walk you through how to set up and customize multiple pipelines in Zoho Bigin, enabling you to efficiently handle diverse operations—like sales, onboarding, and project tracking—tailored to your organization’s needs. What are Team Pipelines […]
Zoho Forms New Features: Month/Year Field, Embed Field, and Enhanced Theme Builder
Zoho Forms just introduced three exciting new features—Month/Year field, Embed field, and an upgraded Theme Builder—available to all users. These additions have yet to be officially announced, but they’re already live and ready to use. Here’s a detailed look at what each feature offers and how it can improve your Zoho Forms experience. 1. Month/Year […]
Lookup Fields Tutorial for Zoho CRM
Zoho CRM lookup fields are a powerful feature, enabling you to link records across modules and create more integrated and streamlined workflows. This guide explores both one-to-one and multi-select lookups, with practical tips to optimize your CRM setup. What Are Lookup Fields in Zoho CRM? Lookup fields in Zoho CRM are relational fields that allow […]
How to Create and Use Custom Modules in Zoho CRM
Zoho CRM’s custom modules are a powerful feature for organizations looking to track unique data beyond the default modules like leads, contacts, and deals. With custom modules, you can tailor Zoho CRM to better match your business processes, creating fields and connections that make managing data easier and more relevant to your needs. What Are […]
13 Email Marketing Tricks (or Treats) for Zoho Campaigns
Halloween is creeping upon us, and in the spirit of this holiday, we’re unveiling 13 email marketing tricks (or should we say treats?) for Zoho Campaigns. These spooktacular tips will ensure your campaigns are frighteningly effective. 1. Test & Preview: Before sending out that eerie Halloween email, be sure to send yourself a test email. […]
Tayden Impact Partners – Case Study
Executive Summary Tayden Impact Partners is an organizational development and DEI (Diversity, Equity, and Inclusion) consulting firm based in Nashville, TN. With a remote team of five employees across the U.S., the company focuses on helping organizations develop strategies to foster inclusive workplaces and improve overall organizational effectiveness. Led by CEO and Founder Dynasti Hunt, […]
