Vendtech Case Study

Executive Summary

Vend Tech is a team of 50 vending machine experts delivering solutions nationwide based out of Idaho. They help others start franchise businesses for healthy vending machines. They also include the service, coaching, and locating for the business.

The Challenge

When Vend Tech reached out to Zenatta they already had a CRM set up. However, the issue was that it wasn’t set up correctly. Their CRM had become over-complicated with too many hands implementing too many different business processes. The challenge was to reduce the custom modules, uncomplicate their CRM, and improve business processes while still maintaining a functional CRM.

Implementation

After consulting with Vend Tech we were able to reduce the number of custom modules from 40 to around 30. We improved automation, pipeline, workflows, and business processes to a more streamlined flow. Though they didn’t need much custom implementations like some businesses to make their processes work, we did have one unique implementation for them. They needed a way to attach a document to an email through mail merge. We were able to setup custom API calls to attach a custom mail merge document to an email.

Once the CRM was dialed in and everyone was brought up to speed on the new processes Zoho Desk was next. Prior to engaging with Zenatta they didn’t have a help desk and support system setup. We did a basic setup and training on Zoho Desk and now they have a fully functioning support request system along with a continuously growing KB.

crm health checks

Results

“Working with Zenatta, they quickly made remedy of what we needed to do with regards to how our system needed to be reconfigured. Zenatta has been able to help us better automate our system where needed, as well as make sure our previous workflows are managed with best practices.

The biggest reason I would recommend Zenatta is beyond their knowledge which is plentiful. Most importantly they take the time to learn about your needs and have an amazing rhythm of communication and transparency with what they do for us. They truly take the time to look at our company in a global manner and have helped us take full advantage of Zoho One. Best Zoho experience we have ever had, and will always use Zenatta”

Heath Falzarano,  President

Billy

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

Consultant

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.

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