Zoho Reports - New features rolled out on Sept 9, 2014

Zoho Reports - New features rolled out on Sept 9, 2014

Zoho Reports Analytics Connector for Salesforce CRM

Zoho Reports now provides a connector add-on for Salesforce CRM. Using this, Salesforce users can now 'slice and dice' their CRM data and take informed business decisions.

Importing Data

Setting up this add-on will sync data from your Salesforce account into Zoho Reports.

Data from the following modules, for which you have read permission, will be imported and stored in tables in Zoho Reports.
  •  Accounts
  • Contacts
  • Events
  • Leads
  • Opportunities
  • Tasks
  • Users
100+ Useful Default Reports

Along with the Connector Add-on you will get 100+ insightful reports & dashboards. You can always customize them to your needs. 

Click here  to navigate to the sample reports gallery that illustrates the Salesforce analytics capabilities.
Creating your own reports

You could also create your own custom reports over the Salesforce CRM data  easily using the drag & drop interface in Zoho Reports.
 
You can combine other dataset along with Salesforce CRM data for creating compelling & holistic reports by importing them into Zoho Reports.
 
For more details on Zoho Reports Connector Add-on for Salesforce CRM, refer to  Help link .


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