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

        • Chronicles of 2024: The Year in Retrospect

          As we close out 2024, let’s take a moment to highlight the new features and updates that have enhanced Zoho Invoice in 2024. Among the exciting enhancements, we have launched a new AI-powered chatbot designed to assist you in understanding the app's features
        • Power of Automation :: Automatically archive your inactive Projects

          Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
        • 554 5.1.8 Email Outgoing Blocked

          HELP!!!!! My e-mail marymariya@zoho.com is blocked. Error: 554 5.1.8 Email Outgoing Blocked The third day I am writing to the forum, but zohosupport is not responding. Why? What is the problem? I ask to help solve the problem, because I can not communicate with my customer base.
        • Zoho Inventory: Rewinding 2024

        • Custom Modules Now available for Standard and Professional Editions with Expanded Limits across all editions

          #CRM25Q1 Hello Everyone, We are here with an exciting update to Custom Modules in Zoho CRM. Custom modules will now be available to Standard and Professional Edition users, with expanded support across all editions. The standard modules offered in Zoho
        • Assistance with Custom Attendance Report in Zoho People

          Hi, I created a custom report in Zoho People 5.0 to track employee attendance according to our specific needs, as the existing reports do not include all the required details. However, I’ve noticed that the report doesn’t update continuously or on a daily
        • Zoho analyticsでのタブを跨いだ集計

          Zoho analyticsまたはCRMレポートなどを用いて、 見込み客タブと商談タブで共通するユニークキー(リード管理番号)を軸に、「共通選択リスト」で設定した項目別の集計を行うことは可能でしょうか? ・要望 ①リード管理番号をキーに、見込み客テーブルと商談テーブルを結合したRAWデータを作成したい ②具体的には下記表のように「共通選択リスト」項目(サービス)別のマーケ数値を一表にしたい  ※リード=見込み客タブ 商談・成約=商談タブ      リード数 商談数 成約数 サービスA   10   5   2
        • How to refresh the page by widget in related list?

          Hello, ZOHO.CRM.UI.Popup.closeReload method does the thing I need. But in my case, I'm not using popup. I have a widget in related list and I want to refresh the page when I'm done with it. I searched for it but I wasn't able to find it. Is there an any
        • your phone line in the uk doesnt work i need help now

          i need to speak with customer service urgently
        • Top Menu Disappeared from Blog Page

          Hi, Our top menu disappeared at Blog Posts page. However, it's still visible any other page on the website. I attached two screenshots, so it can be understood clearly. How can we bring back top menu? Thanks, K.
        • Missing phone numbers

          yesterday I have noticed that most contacts' phone numbers are missing. At first I thought it is a synchronisation problem with my Android phone but as I have found later, numbers are missing on Zoho. I have tried to reimport contacts from a backup but
        • Customise 404 page in Zoho Sites 2.0

          Is it possible to customise the 404 page in Zoho Sites 2? You use to create a new 404 page and that became the default 404 page, but this does not seem to work anymore? Any pointers/suggestions/support appreciated :)
        • [Important announcement] Zoho Writer will mandate DKIM configuration for automation users

          Hi all, Effective Dec. 31, 2024, configuring DKIM for From addresses will be mandatory to send emails via Zoho Writer. DKIM configuration allows recipient email servers to identify your emails as valid and not spam. Emails sent from domains without DKIM
        • Create workflow rules based on notes

          Last modified on 17/04/2023: Creating Workflow rules based on notes is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. As of April 13, 2023, it is rolled out for al Zoho CRM accounts.
        • Workflow sync between zoho books and zoho inventory

          Hello, While the custom fields, validation rules and even custom buttons are sync'd between zoho books and zoho inventory, the workflow rules do not. Not sure if this is an intentional purpose of zoho team for some good reason or if it's in the development
        • Item sales account via api

          Hey everyone, I’m making an invoice using the create invoice endpoint on the api. Is it possible to set a sales account in the line_items attributes?
        • Zoho Please change your ways

          I started using Your new Zoho bookings in earnest 3 days ago. What a mistake.  Once again, everything is backwards and upside down.  I had to spend 5 hours testing how the thing works in order for me to understand how to acutally use it.  When i started using google calendar years ago.  it took seconds to figure out how it works. Why is that. bc they put everything in places where it makes sense.  Today, I needed to add an appointment as well as a time off.  Stupid me i added the time off first,
        • Make a ticket visible in the Community

          Hi there, It is possible to have a conversation with a customer via a ticket and eventually the proposed solution isn't possible yet. Therefore you want to add it as an idea in the Community, available and open to everyone that is in the community, so
        • Zoho email folders gone

          Hi, All my email folders are gone, i cant found any email, except sent. Also before folder rulesas was changed and i didnt fixed them, could you please check it?
        • Pause/Resume Subscrtiption API

          I don't see the option to Pause/Resume a subscription using the API, is it in the pipeline?
        • Update Department on Ticket (with applied Blueprint)

          Hello, Is it possible to update the Department of a ticket which is dictated by a blueprint, e.g. I would like to change departments at different states in the Blueprint. I do not see this is an option in workflow rules or blueprint transition actions,
        • ERROR_CODE :554, ERROR_CODE :rejected due to spam

          Please verify bounce message: This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. xxx@thalesesec.com Error, ERROR_CODE :554, ERROR_CODE
        • Can't verify domain with AWS Route53

          I have a domain successfully transferred to AWS Route53 from NameCheap. When I try to CNAME or TXT Records as suggested, they are added in AWS console however zohomail does not verify them. For the TXT record zohomail says the value is wrong, whereas
        • Sent emails not going and showing "Processing"

          Hello Team, Could you please assist with sent emails showing "processing" and not actually going through? Many thanks and regards, Cycology
        • LinkedIn verification link and otp not receiving

          For the last 2 to 3 weeks I'm trying to verify my LinkedIn account to access my company's LinkedIn page, Linkedin is sending verification links and codes to this email address but I have not received any codes or links. Please help me here. Looking forward
        • send file to ftp or another external service

          i'v created a zoho creator application for take a picture and rename it by phone. Now i need to send Each renamed pictures to my ftp or to specific folder on google drive...then, delete it from creator. (every picture recived it will processed by another program and stored on my Erp) HOW CAN I DO ??
        • Mass pdfs into OCR field

          I am working on a Creator app that my org will use internally. Is there any way to mass upload pfs through a form with an OCR file upload field? Is Creator capable of this, or would I need to use Catalyst?
        • How to upload a file to form file upload field from deluge script.

          Hi guys, I need to store API response into Form File upload field . I'm not getting any errors but PDF file is not assigned to file upload field. You can check possibilities using below details: Method: POST URL: https://v2.convertapi.com/convert/web/to/pdf?Secret=<<SecretKey>>&Token=<<APIKey>>&Url=https://www.google.com You need to generate secretKey and APIKey by Login to https://www.convertapi.com/a/su Response: { "ConversionCost": 4, "Files": { "FileName": "www_google_com.pdf", "FileSize": 68342,
        • Export view via deluge.

          Hi, Is it possible to export a view (as a spreadsheet) via deluge? I would like to be able to export a view as a spreadsheet when a user clicks a button. Thanks     
        • Subform Time field showing as null in script.

          Good Afternoon everyone. I am trying to take the information from my subform and populate it into a multiline field in the CRM. The code below works with no errors. The problem is, it shows that the Open and Close (Time fields) are null. But they are
        • Is there a way to sort report on record template by a specific field like date field

          Hi, Is it possible to sort the report on the record template by the date field and not the default Added Time. Please check the example bellow: The records are sorting by the added time I wand to change that by the date field,
        • Shared subfolders

          Am I right in thinking that there is no Zoho email application that allows me to create a shared inbox and then add additional folders/subfolders under that inbox? If so, this is really quite incredible and probably a deal breaker for us to start using
        • Update Multi select field values to another form table as individual record

          Hi, I am new to coding and do basics within deluge. I need help with the deluge script to meet the following requirement. Form Student Attendance The fields are : Attendance Date Course (Lookup to Course Form) Class (Lookup to Class Form) Students (Multi
        • Shared Mailbox - Mark as read for all users

          Hi all, Maybe someone can help me out. At the moment we have a shared mailbox without streams. When a users reads an mail or marks it as read other users will not see this. How can we resolve this? We now archive the mails when read and followed up. However
        • Allocate emails to user in a shared mailbox

          Hi, This might be obvious, but I cannot find the answer. I have 3 shared mailboxes so any team member can see the emails. Is there a way of allocating a specific email to a user so that it is their responsibility to deal with it? Thanks in advance.
        • How to view shared mailbox in Outlook

          How to view shared mailbox in Outlook or in another software
        • Customising the approval email

          Is there anyway to customise the Approval email or to add further fields as the default looks so basic and unlike any of the other email notifications from Desk. My users just thought it was spam.
        • Pushing GCLID info from Gravity Forms to ZohoCRM

          We are switching to Gravity Forms from Zoho Forms and I cannot find any good info on how to make sure my GCLID tracking info is pushed through to the CRM through my new forms. There was an article in the documentation about placing something within the
        • Issue Configuring SSO Integration with Cognito in Zoho Help Center

          Dear Zoho Support Team, We have been working on configuring SSO integration for our Zoho Help Center using Amazon Cognito. While the setup appears to be completed successfully, we are encountering an issue when attempting to access the Help Center. The
        • Need manual aggregate column pathing help

          See linked video here: https://workdrive.zohoexternal.com/external/a5bef0f0889c18a02f722e59399979c604ce0660a1caf50b5fdc61d92166b3e7
        • Next Page