Announcing Our New Zenatta Monthly Zoho CRM Health Check & Support Package

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We are pleased to announce a new service rolling out in January 2020. With our Monthly Health Check and Support Package, you will always be certain that your organization’s CRM is optimized, backed-up, and running smoothly.  Each month we log in to your CRM provide the following services:

  • Two hours of Monthly Support and Training
  • Data Review & Integrity Check
    • This includes record de-duplication, and record completeness
  • Usability and Function
    • Process and Procedures being followed
      • Lead Conversion Status
      • Deal Pipeline Completeness/Timeliness
      • Overdue Tasks
  • Security Review
    • User Access, Roles and Permissions, TFA
  • Bi-Weekly CRM Back-up Download and Storage

Each month we will give you a Health Check Report (Sample Below), in addition to a checklist of your current CRM status, we also let you know what actions we took, and what recommendations we may have.

In addition to the health check, we will provide two hours of support & training each month to you and your staff for all Zoho products. These hours can also be used for remediation of any issues that were uncovered from the health check. Any unused hours from previous months will carry over to future months (maximum of 10 hours).

We are offering these services for only $299 a month, with a one-time set-up fee of $175. Click here to sign-up now!


Sample Report

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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.

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