Making Zoho Work For You
Sales and Marketing Automation Platforms are fantastic tools that can be indispensable to your business, but only if your employees actually use them. At Zenatta Consulting, we understand how to build systems that your employees will use, giving you the information you need to make informed decisions about your business.
UNLIMITED TEAM SEATS 100% SATISFACTION GUARANTEED TRAIN YOUR TEAM IN 7 DAYS
Our Services
Zoho Consulting
& Implementation
As a Zoho Partner, we are here to simplify your life and build systems that fit YOUR growing business needs.
Zoho Finance
Services
Professional back office bookkeeping and accounting services catered to your individual business needs.
Zoho Creator Services
Learn how our team of skilled developers can create the perfect Zoho Creator Application for your business.
Training
Programs
Looking to get your entire team trained up for one low price? Check out our team training programs.
Web
Services
The web agency for Zoho customers. Explore all of our web services, from WordPress development to SEO.
THE Premier Zoho Partner
in the Americas.
Since 1998, we have helped companies with their sales and marketing automation needs. Since 2012 we have specialized in Zoho and are one of their top Zoho Premium Partners in the world.
THE Premier Zoho Partner
in the Americas.
Since 1998, we have helped companies with their sales and marketing automation needs. Since 2012 we have specialized in Zoho and are one of their top Zoho Premium Partners in the world.
Zoho CEO Sridhar Vembu & Zenatta President Brett Martin.
Over 700 Clients Across Many Industries...
Did We Mention Our Content?
New Zoho Videos
Every Week!
We never miss a beat uploading multiple Zoho related tutorials, podcasts, and more every week.
The Ultimate
Zoho Resource Library
Find all of our content in one location including blogs, full write-ups to our YouTube content, Zoho resource articles, product reviews and more!
Our Zoho
Community Forum
Join us and other Zoho enthusiasts on our FREE online community. Visit club.zenatta.com to join the community for all of this and more!
The CRM Zen Show
Every week we scour the internet for the latest Zoho news. We discuss all of this and more every Friday on our weekly podcast, The CRM Zen Show.
Ask Zenatta
Anything About Zoho
Do you have a specific Zoho-related question? We’ll we’ve got answers. Every week we pick a question from our community and answer it on AZAAZ!
Our Zoho Newsletter
Never miss a beat on the latest in the world of Zoho news, our content, code shares and more with our weekly newsletter. Dropped into your inbox every Monday morning at 6 AM PST!
This Week's CRM Zen Show
Zoho News
- Zoho Contracts Document Download APIs
- You can now store signed contracts in a designated location after completion.
- Zoho CRM Sandbox Enhancements
- This is a major update and a step in the right direction regarding resolving deployment conflicts.
- Zoho Trident for Windows User Experience Updates
- Some nice feature additions including direct file dragging to Mail, template searching in Mail Composer, a Light/Dark mode toggle, and multi-account access for Cliq.
- Introducing Zoho Sites 2.0
- Shoutout to the Sites team for some excellent improvements in version 2.0, though we generally still recommend WordPress as the preferred option.
- Zoho Bug Tracker “Latest” Version
- It is essentially Zoho Projects without Tasks.
- Zoho Bookings Roles and Permissions Updates
- The new Roles and Permissions feature in the Bookings scheduler allows customizable staff access to profiles, booking pages, and customer data, enhancing privacy and security.
- Zoho Payroll Q1’24 Updates
- Eleven new states have been added to beta with twelve fully launched.
- Zoho Writer New DATEDIF Function
- Calculate the difference between dates in days, months, and years.
- Zoho Books Discontinuing Support For Older Browsers
- And if you notice Books is no longer working, it might be time to update your browser.
- And if you notice Books is no longer working, it might be time to update your browser.
Implementation of the Week
- Splitting up CRM Deals with Kiosk Studio
- In this implementation, we’re working with a client that oftentimes sells multiple products/services to a client within one Opportunity
- That being said, occasionally a client may request that one, or multiple, options are left off of their initial engagement with the idea of circling back later
- To this end, our client was looking to build out functionality that would make it easy to add products/services to an existing Opportunity, as well as allowing the user to queue up a future Opportunity for those products/services that are not required right now
- To accomplish this, we implemented a Kiosk flow for the Opportunities module that allows the sales team to search for products/services, select the applicable options, and identify if they should be included now or later for that client
- Then, the Kiosk uses these selections to update the existing Opportunity, create a new one for the future, or both
Code Share of the Week
- Automate CRM Searches with Deluge: A Step-by-Step Guide to Creating a Phone Number Lookup Function in Zoho CRM
- Creating a standalone function in Zoho CRM using Deluge script is a powerful way to automate and customize your CRM processes. This tutorial will guide you through the process of using the provided Deluge script to search for a CRM record based on a phone number, regardless of its format. The script cleans the phone number of non-digit characters, formats it, and performs a search in a specified module.
New On Zenatta
- Zenatta Blogs
- Zoho One and Beyond – An Overview of Every Zoho Application
- If you missed it, last week was our longest webinar to date. We cover every single Zoho application in just over 2 hours.
- Zoho One and Beyond – An Overview of Every Zoho Application
Tips and Tricks
- NEW! Creating Records with Kiosk Studio in Zoho CRM (Advanced Tutorial)
- In this week’s tip, Tyler dives deeper into the advanced features of the new Kiosk Studio in Zoho CRM, demonstrating how to set up a user-friendly kiosk on your CRM homepage to streamline deal entries and improve efficiency and user experience.
Question of the Week (AZAAZ)
- Learn How to Code a Function for Zoho Books!
- Learn how to create a custom workflow in this week’s AZAAZ. Greg shares a clever Zoho automation for dynamically updating item costs based on the latest bi ll entries.