Découvrir la Business Intelligence dans Zoho One

Découvrir la Business Intelligence dans Zoho One



Les entreprises utilisent une pléthore d'outils logiciels pour gérer diverses fonctions, telles que les ventes, le marketing, le support, la gestion de projet, la comptabilité et autres, ce qui entraîne une énorme quantité de données au fil du temps. Même si une entreprise utilise un logiciel de gestion d'entreprise (BMS), un progiciel de gestion intégré (ERP) ou d'autres suites, il faut une application robuste de Business Intelligence (BI) pour donner une logique à toutes ces données.

Que signifie la Business Intelligence (BI) ?   

La Business Intelligence (BI) regroupe un ensemble d'outils qui rassemblent et organisent des données de sources multiples dans des formats ergonomiques, fournissant ainsi des informations précieuses sur le comportement des clients, les tendances du marché et l'efficacité opérationnelle. Il s'agit de collecter et d'analyser de grandes quantités de données, d'identifier des modèles et des tendances et de les traduire en informations exploitables qui orientent les processus de prise de décision.
 
La Business Intelligence est un conseiller fiable qui vous guide à travers les complexités de l'analyse de données et vous fournit des informations exploitables. Il est toutefois de plus en plus difficile de se retrouver dans la complexité de l'analyse de données quand les applications ou les logiciels de plusieurs fournisseurs ne s'intègrent pas entre eux, ce qui entrave la fluidité du flux de données et ainsi que les connaissances complètes.
 
Zoho One, une suite intégrée de plus de 45 applications, va au-delà des solutions logicielles traditionnelles en offrant une gamme de capacités de Business Intelligence (BI) à travers de nombreuses fonctions. Ces dernières sont apportées par Zoho Analytics, une application robuste de Business Intelligence et d'analyse qui regroupe les applications Zoho One, afin d'offrir aux entreprises un outil efficace et pratique pour analyser leurs données et en tirer des renseignements.

BI au marketing : exploiter la puissance des données marketing

Imaginons que vous êtes un responsable marketing qui dirige plusieurs campagnes sur différents canaux et que vous avez besoin de comprendre quelles initiatives génèrent plus d'engagement, de conversions et de revenus que d'autres. Zoho Analytics intégrée offre une solution complète d'analyse de données et de rapports. Il suffit de relier les données de votre outil de marketing par e-mail, de vos plateformes de médias sociaux et de votre site web pour créer une vue unifiée de votre performance marketing. Cela vous permet d'identifier des modèles, des tendances et des liens dans les données.


Par exemple, les taux de clics, les taux de conversion, les données démographiques et les clients peuvent tous être analysés afin de déterminer les canaux les plus efficaces pour atteindre les publics cibles. Ainsi, vous pouvez optimiser vos stratégies de campagne, répartir votre budget de manière efficace et obtenir de meilleurs résultats.


BI aux ventes : explorer le parcours de la vente

En tant que chef de service des ventes, vous avez besoin d'une visibilité sur votre pipeline de ventes pour prendre des décisions éclairées. La BI qui est intégrée à Zoho CRM offre une vue d'ensemble de vos processus de vente et de marketing, ce qui vous permet de suivre chaque étape du parcours de vente.
À partir de l'analyse des taux de conversion, des ratios gains/pertes et de la progression des ventes, vous pouvez identifier les agents les plus performants et les points à améliorer. Ces informations vous aident à prendre des décisions afin d'optimiser vos stratégies de vente, de répartir efficacement les ressources et d'atteindre vos objectifs.


BI au service financier et productivité : transformer des données complexes en informations exploitables

Les entreprises se fondent sur des indicateurs de performance clés (KPI) pour surveiller leurs performances et prendre des décisions éclairées. Imaginons que vous êtes un analyste financier chargé de surveiller les KPI dans les différents services de votre entreprise. En connectant les données des systèmes financiers, des outils de gestion des ressources humaines et des outils de gestion de projet, vous pouvez créer des rapports personnalisés qui donnent un aperçu des revenus, des stocks, des dépenses, de la productivité des employés et des échéances de projets.


Les graphiques et diagrammes personnalisables vous permettent de présenter visuellement les KPI d'une manière compréhensible. Pour aller plus loin, imaginons que vous analysez les tendances mensuelles du chiffre d'affaires. Vous pouvez créer un rapport qui présente le chiffre d'affaires par mois et le comparer à la même période de l'année précédente. Cette visualisation vous aide à identifier les tendances saisonnières, à comparer les performances par rapport aux objectifs et à formuler des recommandations fondées sur des données afin d'améliorer l'efficacité opérationnelle.
 


N'hésitez pas à nous raconter dans les commentaires ci-dessous comment Zoho Analytics vous a fait prendre des décisions avisées.
 
L'équipe Zoho France

      • Sticky Posts

      • Collaboration sans faille avec Zoho One

        Bonjour à tous, Dans cet article nous allons voir comment Zoho One permet une collaboration à différents niveaux .       La façon dont nous travaillons évolue. À mesure que les entreprises se mondialisent, la plupart des activités sont menées en équipe.

        • Recent Topics

        • Need Help Mapping GST Registration Number Field Between Zoho Books & Zoho CRM + Slow Sync Issues

          am facing an issue with field mapping between Zoho Books and Zoho CRM. I want to map the GST Registration Number field from the Customer module in Zoho Books to a custom GST field inside the Accounts module in Zoho CRM. However, I am getting a warning
        • Notification received when self-assigning tickets

          When I assign tickets in Zoho Desk the relevant agent gets a notification email. When assigning myself a ticket in Zoho Desk, I get a notification email. Now, as I am the person who assigned the ticket to myself, getting a notification in this regard
        • Nouveauté dans Zoho Writer - Création de documents et de modèles assistée par l'IA

          Zia, l’assistant IA de Zoho Writer, soutient les utilisateurs dans l’amélioration de leur écriture et la création de contenus : correction orthographique et grammaticale en temps réel, suggestions adaptées au contexte, détection du plagiat, révisions
        • Session Expired

          I constantly get "Session Expired" and need to relogin or close and open the application again. This gets really frustrating during the day. Is this something that can be solved? This really makes me want to leave the app as it is no go to need to reopen
        • Integrate your Outlook/ Office 365 inbox with Zoho CRM via Graph API

          Hello folks, In addition to the existing IMAP and POP options, you can now integrate your Outlook/Office 365 inbox with Zoho CRM via Graph API. Why did we add this option? Microsoft Graph API offers a single endpoint to access data from across Microsoft’s
        • Disable Buttons for Users with Profiles without permission

          Hey, I've noticed that users without permission of setting up things in the marketplace, can still see the icon: On a click, you see this: It would be way better, if they couldn't see this menu icon at all. (Aside from the fact that it completely misplaced
        • Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

          Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able
        • Zoho Analytics - Make text clickable in underlying data

          Hi Community, I have a simple sales report based on a Invoice query table. I have included a link on to each invoice on the table and sent the Invoice number URL to the link. This works find in the query table, but when I click underlying data on the
        • Credit Management: #5 Advanced Refund Policy

          You're subscribed to a well-known SaaS design tool. You've used it to manage your team's projects, create marketing visuals, brochures, and so on. But your needs change over time. Your company may switch to another tool or hire an in-house designer who
        • Exported Slide Image Lacks Portion of the Background Image

          This does not always happen, but when I export (or "download") the rendered image of a slide, it sometimes lacks a portion of the background image. I created a sample slide deck to demonstrate it and shared it with the admins. It is also publicly available
        • How to create a Zoho Mail extension similar to Outlook's OnSend add-in?

          Hi, I want to create a Zoho Mail extension similar to Outlook’s OnSend add-in. The extension should: Let the user select headers and footers from a taskpane while composing an email. When the user clicks Send, the extension should: Automatically insert
        • Effective Inbox Organization: Folders vs Tags in Zoho Mail?

          I'm exploring the best ways to organize a busy inbox, especially when managing multiple clients or project using Zoho Mail. I’d love to know what works best for others: 1. Do you prefer **folders** (possibly with sub-folders) for each client or project?
        • Piss poor service in Support in Domains and email

          Srijith Narayanan B contacted me today. Very pleasant fellow. Just didn't want to tell him how bad your support service is. You help the person, but you leave before we can finish the next stage. Which causes a lot of frustration. It's been 8 days now
        • Zoho Mail android app update: Block & reject future emails, Report phishing, Spam alerts, Suspicious URL detection

          Hello everyone! In the most recent Zoho Mail Android app update, we have brought in support for the following features: Block & reject future emails Report Phishing Spam alerts in the mail details screen. Suspicious URL detection. Block & reject future
        • Zohomail does not support additional fields in mailto links

          Hello, I set up Zohomail as default composer in Firefox according to manual here: https://www.zoho.com/mail/help/defaultcomposer.html#alink2 Later, I wanted to use this functionality to answer in a Linux mailing list thread using mailto link: mailto:xxxxx@kernel.org?In-Reply-To=%3C727o0521-q24p-s0qq-66n0-sn436rpqqr1p@example.com%3E&Cc=xxxxx%example.org&Subject=Re%3A%20%5BPATCH%20v2%28%29
        • Email address for forwarding is not saving and there's no confirmation ema

          Steps to reproduce: 1. Enter my forward email in the email forward section of the account 2. Click save 3. See a notification stating saved successfully 4. Refresh the page, no forward email is saved 5. No email confirmation received at the forwarding
        • This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

          This is the error i keep getting when trying to use my Zoho Domain Mail. This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details Find attached. I hope this can be resolved very quickly so i can go on and make
        • Auto CC - Moving Departments

          We have Auto CC e-mail replies to your support mailbox enabled. We have two departments: Helpdesk (helpdesk@domain.com) Delivery (delivery@domain.com) If we create a Helpdesk ticket, and reply, replies are CC'd to helpdesk@domain.com (OK) We then move
        • Unable to see free plan option

          Hello Zoho Support Team, I hope you are doing well. I am trying to sign up for Zoho Mail, but I am unable to see the option for the free plan. Could you please guide me on how I can access or activate the free plan? Thank you for your assistance.
        • Sorten the domain of zoho mail ids

          I recently created zoho mail id and am quite excited with the features. But one issue ig nobody wanna type this big zohoaccounts.com I mean silly bold Suggestion zmail.com (sound gmail) (attraction) or some genz words looks cool
        • Weekly Tips : Customize your Zoho Mail Notifications

          In a professional context, email communication remains one of the most crucial channels for staying connected and managing workflows. Keeping track of your emails, task updates, or important announcements can be overwhelming—especially if you are juggling
        • The attendees will now be redirected to the landing webpage when they exit the webinar, set by the organizer.

          Hello All, In the latest version of the Zoho Meeting iOS mobile app (v1.3.16), we have brought in the below enhancements:   Post Webinar Re-direction Revamped exit UI for Webinar Post Webinar Re-direction:  The attendees will now be redirected to the
        • Download API file contents from browser

          Hi Team - is there something being planned to be able to trigger file downloads from the browser via a deluge script? i.e. retrieve a file via API, trigger the file download directly from the browser. Or... using the convertToPdf function (https://www.zoho.com/deluge/help/functions/file/convert-to-pdf.html)
        • When using "locations" in zoho books, can you keep the two locations totally separate from each other?

          I am looking to add a location but I don't want to intermingle the banking or other accounts. I want that to be like two separate independent branches that use different banking accounts, accounts payable, and accounts receivable. The people who are in
        • Adding a Channel to SalesIQ

          I have a client that currently uses Zoho CRM and Zoho Desk. They would like a live chat to place on their website that has a mobile app and chat bots (something like SalesIQ). However, they would also like to have all this work over SMS as well. Does the SalesIQ API allow this? Can I add visitors without them being a visitor on a website? Thanks! Bryan Redeagle
        • How Do I Refund a Customer Directly to Their Credit Card?

          Hi, I use books to auto-charge my customers credit card. But when I create a credit note there doesn't seem to be a way to directly refund the amount back to their credit card. Is the only way to refund a credit note by doing it "offline" - or manually-
        • Zoho Flow Needs to Embrace AI Agent Protocols to Stay Competitive

          Zoho Flow has long been a reliable platform for automating workflows and integrating various applications. However, in the rapidly evolving landscape of AI-driven automation, it risks falling behind competitors like n8n, which are pioneering advancements
        • Important Features Missing

          Hey all I love linkthread, but i am missing some important features. I want to be able to include my Google Tag Manager. I have all the important stuff in my GTM Container: Facebook Pixel, LinkIn Pixel, Zoho Pagesense and so on. So i am able to do retargeting
        • Zoho SignForms: Prefill parameters with spaces render as “+” in the document (even when using %20)

          Hello Zoho Sign team, we are using SignForms with prefill parameters passed via URL. Spaces in parameter values are being rendered as “+” in the finalized document—even when we URL-encode spaces as %20. This is critical for us because we prefill addresses
        • Currency selector (based on variable) usage in comparsion

          Hi, I've developed a currency selector based on the following topic, and it's working well in pivot tables and charts: https://help.zoho.com/portal/en/community/topic/how-can-i-allow-my-users-to-choose-a-currency-for-the-dashboard I also have a comparison
        • Customize Column in Projects - Default View for Template?

          Is there a way to have the columns you'd like to see added to a template? I want my customized columns to show up every single time I create a project from that template. It appears I can customize them in the template but when I create the project they do not transfer over.  Template: See below how the columns in order are : Task, Owner, Status, Assigned, Website URL, Blog H1..etc. When I create a project from that same template it comes out as: Task, Owner, Status, Tags, Start Date, End Date, etc
        • Ask the Experts 24: Analytics, data administration, and mobile experience with Zoho Desk

          Hello Everyone! Welcome back to the Ask the Experts(ATE) series! We were so focused on our Autumn 2025 release that we didn't host an ATE session last month. In this month's ATE, we'd like to expand our areas for discussion: we'd like to listen to your
        • Multi-Page Forms in Zoho Creator!

          Let’s make long applications easier to handle by dividing them into pages, adding a progress bar, and guiding users step by step through complex data entry. This would be a total game-changer for the user experience and could significantly boost completion
        • Email login error

          Login successfully but email page error
        • Shared Mailboxes Disappeared

          Zoho Mail users in our company haven't been able to see their Shared Mailboxes for the past few hours. I've checked with App and Web Access, but they can't access them. When I send emails to their addresses, I get no error messages. They're still visible
        • Remote Server is misconfigured

          Dear Team, I am unable to use email id as remote server is misconfigured. It would be really great if you could help on this and get this resolved. Thanks & Regard Rohit Gupta
        • why cant i access my email account. it keeps asking me for reverifiying my account by entering my password.

          I cant access my account. it keeps asking me for reverifcaton by entering my password. once its entered it asks for it over and over.
        • Free webinar alert on October 16 - Less Complexity, More Security: Workplace + Directory

          Hello Zoho Workplace Community! Security and productivity shouldn't be at odds—and with Zoho, they're not. Discover how Zoho Workplace + Directory delivers seamless collaboration with enterprise-grade security, all in one integrated ecosystem. Join our
        • Workdrive and ChatGPT Team Synced Connectors

          Hi, we want to be able to integrate Zoho Workdrive with OpenAI’s ChatGPT Team plan. Google Drive and OneDrive both offer this, zoho please catch up asap. We dont want to have to put our company files in google drive, we want to allow chatgpt Team edition
        • Alias Name (on items) use case in Zoho inventory

          Hey, Hope everyone is well. Wondering if anyone can shed some light on the use case of Alias Names on Products in Zoho Inventory? Cheers, Chris
        • Next Page