Zia Presentation
We are releasing this feature in phases in the
US DC
and it will be available only for selected accounts. For the rest of the DCs, the feature will be opened gradually.
"We rely on data to tell us what has happened, and stories to tell us what it means."
The world is gravitating towards data storytelling.
A compelling narrative, built on contextual data analysis, portrays your business performance like nothing else.
However, to come up with such personalized analyses, you would often have to rummage through your dense CRM database, run multiple reports and dashboards, and compile them as informative slide decks. It amounts to a lot of manual work amid your already-busy daily business chores.
-
Tom, tomthedesigner.com
But what if we say Zia could cover the data compilation part for you so that you can take the lead for your narrative?
Zia Presentation - Overview
From boardroom meetings to chats over coffee, business analysis and business decisions have always relied upon well-structured and classified
presentations
. It's a great medium through to tell the world your business story using charts and graphs.
Zia, with its ability to analyze your data sets, generates turnkey analysis on your business performance and renders them as presentation slides. All you have to do is enable the feature and your monthly presentations will be ready for showing, exported directly from your CRM.
Imagine the monthly sales performance meeting, for instance, where your organization collectively discusses projections like the number of leads generated, qualified, and converted, the number of deals won, lost, or stalled, the highest performing products, and the lowest performing territories. Zia Presentations is handy for recurring reviews like this which normally require you to collate cumulative data each time, as it saves you a substantial amount of time and effort.
Note:
Zia produces its monthly analyses on the first day of the subsequent month and releases them as notifications in the Zia Notification panel. Click here to learn how to access these statistics.
Availability
Permission required
Zia Presentation is available only for organizations with 20+ user licenses in the Enterprise and Ultimate
edition.
Only
administrators
can enable and view presentations.
Zia's insights
Zia studies your CRM organization methodically and displays module-level insights in each slide. It showcases performance-related KPIs and behavioral analytics to give you a holistic view of your CRM.
Below are the insights and KPIs displayed each month, based on the data available in your CRM organization.
Lead information
The following lead KPIs are displayed in this slide:
-
Number of leads created
-
Number of junk leads
-
Number of untouched leads
-
This Week leads
Notes
:
-
Records without any activity after creation are classified as
untouched
records.
-
While all the KPIs are based on a monthly analysis, the
This Week Leads
KPI details the number of leads created in the last week of the given month.
Deal information
This section will display the following KPIs for your Deals module:
-
Number of open deals
-
Number of deals created
-
Number of deals won
-
Number of deals lost
-
Average sales cycle
-
Sum of revenue
In addition to the above slide, Zia also displays revenue contributions based on your CRM fields as pie and doughnut charts.
Amount by account
Revenue by lead source
Activity information
The number of activities logged in your organization is displayed in this slide.
The activity KPIs displayed are as follows:
-
Open tasks
-
Completed tasks
-
Meetings
-
Calls
-
Overdue tasks
Behavioral analytics in Zia Presentation
In addition to the above static insights, Zia automatically generates comprehensive
cohort
and
quadrant
behavioral analyses. These findings are dynamic in nature, assessed according to the behavior of your records.
Cohort analysis
A cohort chart is a useful tool to understand a behavior or trend in your CRM organization. It shows how a particular data point is performing over time.
For example, you can analyze how each of your accounts are contributing to your revenue each month. You can spot the surge or dip in the sequence, compare contributions between accounts, identify similarities and anomalies, and devise problem-solving strategies as required. To learn more about cohort analysis, click
here
.
Quadrant analysis
A quadrant analysis is a study of multiple entities whose behavior is plotted across quadrants in order to facilitate strategic decision-making. The format enables viewers to analyze huge volumes of data at once. To learn more about quadrant analysis, click
here
.
Below is an example of a quadrant analysis:
Notes:
-
The number of insights or KPI displayed is subject to the type of data available in your CRM.
-
With regards to the behavioral analytics, Zia selects the module based on your usage. In other words, if the activity is mostly around the
Deals
module, then Zia will display a behavioral study of the
Deals
module.
Using Zia Presentation
The slide deck Zia prepares is pushed as a notification in the
Zia Notifications pane
l
each month.
Upon clicking on the notification, the presentation will be displayed as a preview, where you can do the following:
-
Expand the slide to full screen
-
Zoom in and out
-
Navigate between slides
-
Point and present using an arrow and laser light pointer
-
Annotate as you present, using a pen and highlighter
-
Erase markup
Notes:
The markup or edits made to the slides while presenting the deck will not be saved or carried over to Zoho Show. Any edits made here are momentary annotations to emphasize data points as you narrate.
Customize your presentations
Zia's slides can be exported and viewed in
Zoho Show,
where you can add a logo, change the theme, edit data representation, and so on. Changes made to the slides in Zoho Show will be synchronized with the presentation in Zoho CRM.
Notes:
The data featured in presentations is real-time data from your Zoho CRM account. Any changes made to the slides after the export to Zoho Show will be synchronized with the slides in Zoho CRM. You can, however, manage or review versions by accessing
Versions
under the
Review tab
of the presentation. Click
here
to learn more.
Enable Zia Presentation
To enable Zia Presentation, take the following steps:
-
Go to
Setup > Zia > Notifications > Zia Presentation.
-
In the
Zia Presentation
page, toggle the
Monthly Presentation
option. If the toggle switch is green, the feature is enabled.
View Zia Presentation
To view Zia Presentation. take the following steps:
-
Click on the
Zia Notification Panel
from the bottom of your CRM application.
-
Click on the
presentation notification
to preview the slides.
-
Toggle the presentation options (Full screen, zoom, pointer, page navigator) from the bottom of your slide to present your slides from Zoho CRM.
-
Click
View in Show
to export the slides to Zoho Show for further customization.
See also:
Zoho CRM:
Zia Notifications
Zoho Show:
Format Slide and its Objects
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
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.
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