The Challenge

Before Zenatta’s engagement, DataYard’s most important business information was spread across many tools that didn’t talk to each other. Building accurate reporting required manually stitching together data from multiple sources, which made decision-making slow and exhausting.

“Before Zenatta and Zoho, our critical business data was scattered about in a dozen different places managed by a dozen different systems, each operating in its own little vacuum — unaware of each other. Building an integrated report with any value was a painful, time-consuming, and exhausting effort.” – David Mezera, Founder & President, DataYard

Why It Mattered

As DataYard grew, they needed consistent processes and trustworthy reporting across sales, service, and delivery. Without connected data and standardized automation, it was difficult to answer basic operational questions quickly—like pipeline health, services sold, hours delivered, and performance by customer.

The goal was clear: bring data into one place, automate the flow from deal to delivery, and create dashboards that leadership could rely on without spending days assembling reports.

The Zenatta Solution

Zenatta focused on streamlining DataYard’s processes across Zoho CRM, Zoho Analytics, and Zoho WorkDrive—building the automation layer that connected their apps and made reporting practical at scale.

• Standardized Deal Stages & Automation: Mapped the sales cycle inside Zoho CRM and implemented automation at key stages to ensure consistent handoffs and cleaner pipeline visibility.
• Deal Flow for Products & Services: Built a repeatable Deals process to sell multiple products and services at specified quantities, including automation around changes, renewals, and adjustments.
• Proposal & Welcome Letter Automation (Writer + WorkDrive): Implemented Zoho Writer merge templates that generate customer-facing documents automatically and save them to the correct WorkDrive folders for organized account documentation.
• Closed-Won Product Logging & Service Records: Automated the post-sale process so that when a Deal is won, related products and service details are logged to the associated Account—reducing manual entry and improving downstream reporting.
• CRM-to-Desk Ticket Automation: Enhanced the workflow that creates Zoho Desk tickets from CRM Deals, including smarter field mapping and support for attaching Deal files to tickets so delivery teams have the context they need.
• Cross-App Analytics Data Blending: Blended time logs and service activity data from Zoho Projects and Zoho Desk in Zoho Analytics to create unified dashboards—so leadership could view service delivery and operational performance in one place.
• Operational Reporting Improvements: Built additional blended reports and dashboards to combine data across applications, reducing reporting effort and improving visibility into real-time business health.

“The Zenatta team showed us how to bring everything together and build powerful reports showing us how the business is doing in real-time. Reports that used to take me days of effort to create are now available with a click of a button.” – David Mezera, Founder & President, DataYard

Results

With connected automation and integrated reporting, DataYard gained a single source of truth across sales and service—turning scattered data into real-time dashboards and repeatable processes.

• Legacy data imported into Zoho One and structured for reliable reporting.
• Automated workflows that standardized the deal lifecycle and post-sale handoffs.
• Analytics dashboards that blended data from multiple Zoho apps into one reporting view.
• Reporting cycles reduced from days of manual work to on-demand dashboards (per client feedback).
• Significant time savings for leadership—described as “hundreds of hours” saved (per client feedback).

“The folks at Zenatta listened to our problems and understood what we were trying to accomplish. They helped us import our legacy data into the Zoho One framework, and then help us tie all the data in Analytics through reports and dashboards. I’ve already saved hundreds of hours of my own effort, and feel more equipped to run my business than I ever have. My overall experience with the Zenatta team has been fantastic!”

– David Mezera, Founder & President, DataYard