During sync the following changes will be seen in the new version:
(Only for Zoho Analytics users using the Free Plan - 15 days Trial)
You can use the Advanced Analytics add-on to evaluate your CRM data and create reports and dashboards only if you are in the Zoho Analytics Free Plan with a 15-day trial.
To activate the Zoho Analytics license
Once the Advanced CRM Analytics is configured, you get access to 70 plus ready made reports and dashboards. In addition to this, you can also create reports as per your requirement, using the drag-and-drop report builder of Zoho Analytics. See Also Creating Ad-hoc Reports using Zoho Analytics
Below are some additional reports that can be created using Zoho Analytics.
To view reports & dashboards
The reports and dashboards created in Zoho Analytics, with the CRM data, will be accessible only to the administrator who configured the Zoho Analytics Add-on. You can however, share the reports with other Zoho CRM users (including other CRM administrators).
To share Zoho Analytics with Zoho CRM users
As an administrator, you can deactivate the Advanced CRM Analytics in Zoho CRM. Please note that on deactivating:
To deactivate Advanced CRM Analytics
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.
Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.
Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.
Make the most of Zoho CRM with these useful tips.