The Challenge

When Rise Buildings first reached out, their processes were spread across spreadsheets and disconnected systems, with no reliable way to track workflows or centralize data for analysis. They had Zoho One, but needed expert support to implement the suite in a way that matched their real processes and created a repeatable sales motion.

“We used a combination of spreadsheets, disparate systems, bar napkins, and half-baked solutions. No way of tracking processes and workflows. Nor any way to house and analyze data.” – Adnan Darr, Chief Business Officer, Rise Buildings

Why It Mattered

Without a structured CRM and consistent process enforcement, sales execution depends on memory, scattered notes, and manual follow-up. Rise Buildings needed a system that captured lead and deal progression, standardized pricing and product structure, and ensured the team had the reminders and guardrails required to stay consistent. Just as importantly, they needed reporting that turned operational activity into insight, so leadership could understand revenue performance over time.

The Zenatta Solution

Zenatta conducted a deep dive into Rise Buildings’ business processes and implemented a structured Zoho environment designed to be both scalable and easy for the team to adopt. The solution focused on CRM foundations, automation, process enforcement, and analytics.

• CRM lead and pipeline management: Implemented lead management workflows and pipeline stages inside Zoho CRM to replace scattered tracking and create a consistent sales cycle.
• Product and pricing structure: Built a product and pricing framework that supported repeatable quoting and clearer deal management.
• Revenue analytics with Zoho Analytics: Implemented custom dashboards and reporting in Zoho Analytics, including revenue visibility metrics such as lifetime value and monthly recurring revenue.
• Blueprints to enforce process: Created lead and deal Blueprints to enforce pipeline structure, incorporate pricing calculations, and standardize how opportunities moved through stages.
• Task and reminder automation: Automated follow-ups such as monthly and quarterly client check-ins, using task creation and reminders based on lead type and deal stage.
• Training and enablement: Trained the sales team on the updated structure so adoption was consistent and the system stayed clean over time.

“Where Zenatta really matters is that they helped us build a solution that works within Zoho, and when it doesn’t work or one of our needs change, they jump in to make it right.” – Adnan Darr, Chief Business Officer, Rise Buildings

Results

Rise Buildings moved from disconnected tools and ad hoc tracking to a functioning CRM that supported consistent execution. With enforced workflows and automated reminders, the team gained structure without losing flexibility, and leadership gained clearer revenue visibility through analytics.

• Replaced spreadsheets and disconnected tracking with structured CRM lead and pipeline management.
• Improved consistency using Blueprints, pricing guardrails, and automated follow-ups.
• Enabled revenue insight with custom Zoho Analytics dashboards and reporting.
• Improved team adoption through structured training and ongoing support.

“Overall experience has been positive. Our positive experiences with the Zenatta team have been game-changing over the years. Another huge win is the weekly email which almost always has something for me to follow up on.

The only metric which truly matters, in the end, is that it works. There are tons of solutions out there that will sell you with the song and dance and showboat a support system that doesn’t really exist. Where Zenatta really matters is that they helped us build a solution that works within Zoho, and when it doesn’t work or one of our needs change, they jump in to make it right. Our business doesn’t skip a beat.”

– Adnan Darr, Chief Business Officer, Rise Buildings