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The Otis Sampson Company – Case Study

Executive Summary

The Otis Sampson Company is a woman-owned small business executive recruitment firm focusing on the sectors of chemicals, ingredients, pharmaceuticals, and biotech. They are a brand-new business founded and based out of Indianapolis, Indiana.

The Challenge

Sarah Holmes, the founder, had previously worked for another recruiting firm before starting the Otis Sampson Company. While at that recruitment firm one of the downsides was their CRM, it did not have task management, pipeline reporting, or great reporting in general. Looking at different solutions out there, when speaking with Zenatta she was opened up to the world of Zoho and all of its possibilities.


With a clean slate, the implementation for Sarah was pretty straightforward. First, we identified the pieces she needed to make her business model flow. We were going to need to develop a website for her that integrated with both Zoho CRM and Zoho Recruit. “I had several similar options, but the Zenatta team made me feel the most comfortable that this was the right solution for me. I trusted that they had a good understanding of my website and they were able to translate my vision into a reality.
After the development of the site, we focused on the core of her business which is ATS. We ensured that all the integrations were properly connected between the 3 platforms being used and that recruit was dialed in with the client’s LinkedIn. Once the client’s business takes off there will be some further implementation of custom tasking, pipeline management, and reporting.

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Great experience with both the product and the Zenatta team.

The Zenatta team was so great at listening to my needs and helping me through my technical challenges. Despite some of my “silly” questions, he was so personable and helpful and was able to perfectly execute on my vision and I am so proud of my website. He was worth every penny and give him two thumbs up.

While it wasn’t his job from my understanding, I would not be familiar with this product without the Zenatta team. They were great about periodically checking in to confirm that I was having a great experience and that I was having a good experience with the product. They had great knowledge about the best product for my business and truly appreciate his dedication to service.

Sarah Holmes, Founder of The Otis Sampson Company

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


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.