Zoho CRM gives the complete picture of your customers. It also gives you Reports & Dashboards that help you analyze your data. But, when it comes to taking those tough business decisions, you need to 'slice and dice' the data so that it gives you meaningful inferences.
Zoho CRM now offers the Advanced CRM Analytics, powered by Zoho Reports, to all Enterprise Edition users. With this integration, you can create insightful intelligence reports & dashboards that drive decision making in your organization.
Here's a typical scenario of how a Sales Manager can use this integration:
Now the question may loom: Zoho CRM already has standard reports and dashboards. So, how do you benefit from Advanced CRM Analytics?
The answer lies in the extent to which you want to analyze your data. Sales and Marketing managers require more than just creating reports & dashboards. The data needs to be thoroughly broken down to identify growth rates (say MoM or YoY) by creating pivot charts and by trend analysis. Advanced CRM Analytics makes your CRM data available in Zoho Reports so that you can gain insights from your customer information.
Hello folks, As most of you may already know, Zoho Mail recently got a new user interface that's a lot better and easier to use. As a result, this change will affect your email integration with your Zoho CRM account**. If you have your email integration in Zoho CRM set up through POP, your Emails UI in CRM will be moved to the new Zoho Mail UI. We hope that you like the new and improved Emails interface inside Zoho CRM. Feel free to share your feedback by commenting below. **Please note that,
I'd like to pull new leads from the CRM system, into Creator, on a daily basis. Is this possible? Yes, it is possible. Zoho Creator and Zoho CRM are integrated with each other, enabling you to synchronize data between them. This is done by fetching records from CRM into a Zoho Creator form. In order to achieve this, you'll have to configure a workflow alert in Zoho CRM. For instance, you can maintain the lead details in CRM on a separate form in Zoho Creator by fetching the details automatically