Focus Group Webinar - Integrating Zoho CRM and Zoho Analytics

Focus Group Webinar - Integrating Zoho CRM and Zoho Analytics

In addition to the Focus Group webinar on revamped reports in Zoho CRM, we're discussing and demoing how we can setup an integration between CRM and Analytics, and leverage these advanced functionalities contextually with CRM data. In addition to more than 100 pre-existing, relevant reports and dashboard, Zoho Analytics allows to to create powerful custom reports for your CRM data. How are these reports more powerful? Well here are just a few of the additional functionalities that come with the integration

Chart-based reports with pivot, summary and tabular views | Creation of dashboards to view multiple reports | KPI widget creation | Combine data from multiple sources | Email/embed reports 

July - 6
9:30 AM - 10: 30 AM PDT | 12:30 PM - 1:30 PM EDT
July - 6
11:00 AM - 12:00 PM BST | 3:30 PM - 4:30 PM IST
July - 8
11:30 AM - 12:30 PM ACST | 2:00 PM - 3:00 PM NZT | 10:00 AM - 11:00 AM ST

A few things we'll cover in this webinar:
- Reports in CRM - a quick look through the Reports and Dashboards modules in CRM
- What is Zoho Analytics?
- Basic terminologies in Zoho Analytics
- Zoho Analytics compared to Zoho CRM, for reporting
- Setting up the integration between Zoho CRM and Zoho Analytics
- Common use cases to create reports using data from different modules
- Adding new tables to the existing Zoho CRM workplace (joining reports)
- Cross-functional analytics with Zoho applications (Zoho CRM and Books, Zoho CRM and Projects)
- FAQ's on the integration

    Zoho Desk Resources

    • Desk Community Learning Series


    • Digest


    • Functions


    • Meetups


    • Kbase


    • Resources


    • Glossary


    • Desk Marketplace


    • MVP Corner


    • Word of the Day


      • Sticky Posts

      • Enrich your CRM data and keep them updated

        You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot.  For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizing
      • Zoho CRM Digest - February 2024

        We're thrilled to bring you the February digest, packed with exciting product updates and engaging discussions from the Zoho CRM Community. Keep reading to stay in the loop! Product Updates: Zia Enhancements Be it Tasks, Calls, or Meetings, Zia's activity
      • Canvas templates can now be shared with different CRM organizations

        ----------------------------------------Moderated on 14th February, 2023------------------------------------------- Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our help
      • Introducing Zia Presentation in Zoho CRM

        ----------------------------------------Moderation 2.0, Date: 22nd March' 24----------------------------------------- The Zia Presentation feature is now available for organizations in both Enterprise and Ultimate editions with 20+ user licenses in the
      • Blueprint enhancements - Parallel and multiple transitions, and more

        Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in all

      Zoho CRM Plus Resources

        Zoho Books Resources


          Zoho Subscriptions Resources

            Zoho Projects Resources


              Zoho Sprints Resources


                Zoho Orchestly Resources


                  Zoho Creator Resources


                    Zoho WorkDrive Resources



                      Zoho Campaigns Resources

                        Zoho CRM Resources

                        • CRM Community Learning Series

                          CRM Community Learning Series


                        • Tips

                          Tips

                        • Functions

                          Functions

                        • Meetups

                          Meetups

                        • Kbase

                          Kbase

                        • Resources

                          Resources

                        • Digest

                          Digest

                        • CRM Marketplace

                          CRM Marketplace

                        • MVP Corner

                          MVP Corner

                        • Word of the Day

                          Word of the Day


                        • CRM Community Learning Series

                          CRM Community Learning Series


                        • Tips

                          Tips

                        • Functions

                          Functions

                        • Meetups

                          Meetups

                        • Kbase

                          Kbase

                        • Resources

                          Resources

                        • Digest

                          Digest

                        • CRM Marketplace

                          CRM Marketplace

                        • MVP Corner

                          MVP Corner

                        • Word of the Day

                          Word of the Day



                          Zoho Writer Writer

                          Get Started. Write Away!

                          Writer is a powerful online word processor, designed for collaborative work.

                            Zoho CRM コンテンツ




                              ご検討中の方