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
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How to reach the official Zoho Support channels and avoid fake ones.
Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity. We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbersFunction #35: Close all tasks associated with a lead and create a new task.
Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is justZoho CRM Webinar - Redesigning Daily User Experiences with Canvas
<br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,Join us at the Canada ZUG Meetup: What’s New in Zoho CRM
Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practicalCRM Hack #2: Automate sending of birthday greetings to your customers.
Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,
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