The Challenge

Televic’s systems were fragmented across multiple applications, each handling a different workflow. Migrating to Zoho began after absorbing a company already using the platform—but the environment needed major restructuring to support their complex quoting, pricing, and sales operations. They required clean data, reliable automation, and a unified source of truth across CRM, Books, and Analytics.

“Prior to Zenatta we used multiple platforms—SuiteCRM, QuickBooks, HubSpot—and it created confusion, inefficiencies, and countless extra steps. Zenatta has been instrumental in consolidating all these processes into the Zoho ecosystem.” – Dan Mitchell, Business Intelligence Director, North America

Why It Mattered

Televic manages quoting for large, complex hardware systems—often across multiple price books, territories, and currencies. Consistent financial data, accurate product pricing, and standardized workflows were essential to running a global sales organization efficiently. A fragmented system prevented teams from forecasting accurately, assigning accounts consistently, and running reliable reporting across regions.

The Zenatta Solution

Zenatta reengineered Televic’s CRM, Finance, and reporting workflows to unify their quoting, pricing, and opportunity management across all teams.

• Zoho Books Migration & Financial Restructure: Migrated all historical financial data into a new Books organization aligned with Televic’s updated structure. Added support for partial-shipment invoicing to improve accuracy in billing and fulfillment.
• Advanced Quoting Automations: Implemented optimized logic for Price Books, MSRP/Dealer pricing, and automatic list price updates. Developed a scalable client script + workflow framework to ensure pricing accuracy across 1,500+ products and 8 price books.
• Sales Forecasting & Opportunity Accuracy: Built a weighted amount calculation, ensured quotes correctly updated their parent opportunities, and automated revenue forecasting rules to prevent incorrect totals.
• Territory & Ownership Management: Created a unified territory field across Leads, Contacts, Accounts, Opportunities, and Quotes. Implemented mass updates, owner reassignments, and automated territory mapping for imported and existing records.
• Analytics Reporting for Sales & Purchasing: Created sales dashboards, forecasting reports, and Books-driven purchasing insights to support planning and decision-making across North America.
• Training & Marketing Support: Provided training for fulfillment, inventory, reporting, and general CRM usage. Assisting marketing with a transition plan from HubSpot to Zoho Campaigns—covering email validation, segmentation, and best practices.

Results

With Zenatta’s restructuring and automation, Televic now operates on a unified Zoho environment optimized for high-volume quoting, forecasting, and reporting. Teams can work faster, with fewer errors, and clearer visibility across products, pricing, and territories.

• 30%+ improvement in overall operational efficiency.
• Centralized pricing and quoting logic across all regions.
• Reliable Books migration and financial structure.
• Improved sales forecasting tied directly to quote activity.
• Fully automated owner + territory assignment for all CRM modules.
• Smoother transition from HubSpot to Zoho Campaigns.

“Zenatta has been a voice of reason—clarifying what is possible, helping us refine processes, and consolidating our systems. Their work has increased efficiency across sales, operations, and marketing by at least 30%.”

– Dan Mitchell, Business Intelligence Director, North America