Focus Group Webinar - Integrating Zoho CRM and Zoho Analytics

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 integration

Chart-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

    Access your files securely from anywhere

        Zoho Developer Community




                                  Zoho Desk Resources

                                  • Desk Community Learning Series


                                  • Digest


                                  • Functions


                                  • Meetups


                                  • Kbase


                                  • Resources


                                  • Glossary


                                  • Desk Marketplace


                                  • MVP Corner


                                  • Word of the Day



                                      Zoho Marketing Automation


                                              Manage your brands on social media



                                                    Zoho TeamInbox Resources

                                                      Zoho DataPrep Resources



                                                        Zoho CRM Plus Resources

                                                          Zoho Books Resources


                                                            Zoho Subscriptions Resources

                                                              Zoho Projects Resources


                                                                Zoho Sprints Resources


                                                                  Qntrl Resources


                                                                    Zoho Creator Resources



                                                                        Zoho Campaigns Resources


                                                                          Zoho CRM Resources

                                                                          • CRM Community Learning Series

                                                                            CRM Community Learning Series


                                                                          • Kaizen

                                                                            Kaizen

                                                                          • Functions

                                                                            Functions

                                                                          • Meetups

                                                                            Meetups

                                                                          • Kbase

                                                                            Kbase

                                                                          • Resources

                                                                            Resources

                                                                          • Digest

                                                                            Digest

                                                                          • CRM Marketplace

                                                                            CRM Marketplace

                                                                          • MVP Corner

                                                                            MVP Corner





                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now