The Otis Sampson Company – Zoho CRM & Recruit Implementation Case Study
Industry: Executive Recruitment |
Location: Indianapolis, IN |
Team Size: Small Business
Apps: Zoho CRM, Zoho Recruit, Zoho Forms
Executive Summary
The Otis Sampson Company is a woman-owned executive recruitment firm serving the chemicals, ingredients, pharmaceuticals, and biotech industries. Founded and headquartered in Indianapolis, Indiana, the firm was built from the ground up with a focus on thoughtful candidate engagement and long-term client relationships.
As a brand-new business, Otis Sampson partnered with Zenatta to implement a modern, scalable recruiting and CRM foundation using Zoho—ensuring strong visibility into candidates, pipelines, and day-to-day operations from day one.
The Challenge
Founder Sarah Holmes had firsthand experience with the limitations of legacy recruiting CRMs. In her previous role, the tools lacked task management, pipeline visibility, and meaningful reporting—making it difficult to manage recruiting workflows efficiently.
When starting The Otis Sampson Company, Sarah wanted a system that could support both relationship-driven recruiting and long-term growth, without repeating the same operational challenges she had faced before.
Why It Mattered
As a new firm entering highly specialized markets, Otis Sampson needed a clean, reliable system that could scale alongside the business. Early decisions around CRM, ATS, and website integrations would define how efficiently candidates were managed, how opportunities were tracked, and how data-driven decisions could be made.
Getting the foundation right from the start was critical to avoiding future rework and ensuring the technology supported, rather than hindered, growth.
The Zenatta Solution
Zenatta worked closely with Sarah to design and implement a streamlined Zoho environment tailored to her recruiting workflow and business vision.
- Website + CRM Integration: Zenatta developed a website that integrated directly with Zoho CRM and Zoho Recruit, ensuring inbound inquiries and candidate data flowed seamlessly into the system.
- Zoho Recruit Configuration: Recruit was configured as the core ATS, supporting candidate tracking, job pipelines, and LinkedIn integrations—providing visibility across every stage of the recruiting process.
- CRM Foundation: Zoho CRM was structured to support relationship management, task tracking, and early-stage reporting—giving Sarah immediate insight into her growing business.
- Scalable Roadmap: With the core systems in place, Zenatta positioned Otis Sampson for future enhancements including advanced task automation, pipeline reporting, and custom dashboards as the firm scales.
“The Zenatta team made me feel the most comfortable that this was the right solution for me. I trusted that they understood my vision and were able to translate it into reality.” – Sarah Holmes, Founder, The Otis Sampson Company
Results
With a clean Zoho implementation in place, The Otis Sampson Company launched with confidence—supported by tools that matched both current needs and future ambitions.
- Clear visibility into recruiting pipelines and candidate progress.
- Centralized task management and relationship tracking.
- A scalable technology foundation built for long-term growth.
“The Zenatta team was incredible at listening to my needs and helping me through every technical challenge. They were personable, patient, and executed my vision perfectly. I am so proud of the website and system we built together.”
– Sarah Holmes, Founder, The Otis Sampson Company
