The Challenge

Before working with Zenatta, Hercules did not have a modern CRM that supported deal tracking or inter-department communication. As a result, sales reps rarely knew the status of their deals after they reached engineering. This caused delays and confusion.

Their data was also outdated. Contacts and accounts lacked key details, which made it difficult for sellers to prepare for calls. Lead management was another major issue. Leads came from many places, yet there was no process to qualify or convert them.

Finally, Hercules had no business intelligence platform. Basic reports were created only when someone urgently needed them.

Why It Mattered

Accurate data and deal visibility are essential for sales teams. Without them, sales cycles slow down and opportunities are lost. Hercules needed clear reporting, automatic communication, and consistent processes to support growth.

The Zenatta Solution

Zenatta redesigned the CRM, cleaned the data, and built a connected system that improved visibility, automation, and reporting. As a result, the team gained a single source of truth for sales, engineering, and customer activity.

• Daily Sales Data in Analytics: Zenatta set up clean data flows and dashboards to show updated sales numbers, product information, and deal insights.
• Deal Status Notifications: Automated updates now tell sellers when engineering moves a deal forward. This removes confusion and keeps everyone aligned.
• Contract Management Workflows: Sellers can now create stocking agreements with only a few clicks. This replaces slow, manual steps.
• Improved Lead Handling: Leads are now routed, enriched, and tracked correctly. As a result, Hercules can measure new account value and improve conversion rates.

“Zenatta challenged us to think differently and make better choices. The process made me a true Zoho expert, not just a project manager clicking buttons. That is the sign of a real partner.” – Anthony Sparks, Director of Revenue Operations

Results

Working with Zenatta and implementing Zoho One tools brought immediate improvements across the entire company. These changes led to better visibility, faster sales cycles, and more reliable data.

• Faster contract creation through automated workflows.
• More accurate deal tracking with real-time engineering updates.
• Stronger reporting thanks to an embedded BI portal inside CRM.
• Cleaner data that supports better decisions and smoother sales calls.

“The best thing Zenatta did was push me to do the work and learn the system. Ben checked my work, corrected my thinking, and guided me through best practices. This approach created real ownership and long-term success. Ben is the true #ZohoBro.”

– Anthony Sparks, Director of Revenue Operations