Focus Group Webinar - Integrating Zoho CRM and Zoho Analytics
In addition to the Focus Group webinar on revamped reports in Zoho CRM, we're discussing and demoing how we can setup an integration between CRM and Analytics, and leverage these advanced functionalities contextually with CRM data. In addition to more than 100 pre-existing, relevant reports and dashboard, Zoho Analytics allows to to create powerful custom reports for your CRM data. How are these reports more powerful? Well here are just a few of the additional functionalities that come with the integrationChart-based reports with pivot, summary and tabular views | Creation of dashboards to view multiple reports | KPI widget creation | Combine data from multiple sources | Email/embed reports
| July - 6 | 9:30 AM - 10: 30 AM PDT | 12:30 PM - 1:30 PM EDT | |
July - 6 | 11:00 AM - 12:00 PM BST | 3:30 PM - 4:30 PM IST | |
July - 8 | 11:30 AM - 12:30 PM ACST | 2:00 PM - 3:00 PM NZT | 10:00 AM - 11:00 AM ST |
A few things we'll cover in this webinar:
- Reports in CRM - a quick look through the Reports and Dashboards modules in CRM
- What is Zoho Analytics?
- Basic terminologies in Zoho Analytics
- Zoho Analytics compared to Zoho CRM, for reporting
- Setting up the integration between Zoho CRM and Zoho Analytics
- Common use cases to create reports using data from different modules
- Adding new tables to the existing Zoho CRM workplace (joining reports)
- Cross-functional analytics with Zoho applications (Zoho CRM and Books, Zoho CRM and Projects)
- FAQ's on the integration