En quoi l'intégration Zoho CRM et Zoho Analytics est-elle un atout pour votre organisation ?

En quoi l'intégration Zoho CRM et Zoho Analytics est-elle un atout pour votre organisation ?



L'analyse CRM avancée, basée sur Zoho Analytics, vous aide à analyser les données CRM et à créer des rapports et des tableaux de bord de business intelligence. Cette intégration permet aux équipes des ventes et du marketing de découper les données afin de prendre de meilleures décisions commerciales. 

En quoi le service d'analyse avancée de Zoho CRM apporte-t-il des informations plus approfondies aux rapports intégrés dans Zoho CRM ?

  • Il offre plus de 25 types de graphiques, ainsi que des vues en pivot, en résumé et en tableau.
  • Les utilisateurs peuvent créer des tableaux de bord afin de disposer de tous les rapports sur une seule page.
  • Permet de créer des widgets KPI pour suivre et évaluer les indicateurs clés de performance. Support de 6 types de widgets à chiffres simples et de 2 types de widgets à graphiques.
  • Tous les modules de Zoho CRM sont reliés par défaut par une connexion de type "lookup". Il est possible de créer des rapports en utilisant les colonnes d'un nombre illimité à travers tous les modules.
  • Possibilité de regrouper des données à partir de n'importe quelle ressource pour des rapports et des analyses avancées.
  • Associe automatiquement les données de Zoho CRM à celles de Zoho Books et Zoho Invoice pour des analyses et des rapports avancés. Par exemple, les utilisateurs peuvent ouvrir des factures par montant et par nombre, en utilisant les données de Zoho Books et de Zoho CRM.
  • Vous pouvez partager les rapports et les tableaux de bord que vous créez avec n'importe quel utilisateur. Ils peuvent consulter le rapport en se connectant à Zoho Analytics.
  • Il est possible d'envoyer les rapports par e-mail, ou encore de programmer l'envoi des e-mails.
  • Il est possible d'intégrer les rapports dans un site web ou même un blog.
  • Un éventail de personnalisations est disponible.

Bon à savoir

  • Vous pouvez tirer les données CRM à partir des modules "Prospects, Contacts, Comptes, Affaires, Cas, Utilisateurs, Modules personnalisés". Vous pouvez également utiliser tous les sous-formulaires et notes des modules mentionnés ci-dessus. 
  • Vous pouvez synchroniser jusqu'à 95 champs dans chaque module.
  • Dans Zoho Analytics, les modules pour lesquels des notes sont définies génèrent deux rapports : l'un basé sur les notes et l'autre avec tous les autres champs configurés.
  • Les utilisateurs de Zoho CRM ayant un profil d'administrateur ont la permission d'associer leur compte CRM à Zoho Analytics.
  • Vous ne pouvez associer qu'un seul compte Zoho Analytics à Zoho CRM.
  • Tout utilisateur ayant le profil d'administrateur peut désactiver l'analytique CRM avancée.
  • La désactivation du compte Zoho Analytics supprimera également les données, les rapports et les tableaux de bord de Zoho Analytics.
  • Il faut s'assurer de souscrire au plan payant de Zoho Analytics, uniquement à partir du compte de l'administrateur qui va configurer cette intégration.

Configurer l'intégration Zoho Analytics

  • Se connecter à Zoho CRM >> Paramètres >> Marketplace >> Zoho >> Analyses avancées pour Zoho CRM.
  • A partir de la page de configuration.
    • Sélectionnez les modules et les champs correspondants.
    • Choisissez l'option de synchronisation depuis la liste déroulante et précisez l'heure.
    • Vous recevrez un e-mail une fois que l'intégration est active.


 Bon à savoir

  • Toutes les modifications apportées aux enregistrements dans Zoho CRM seront automatiquement synchronisées avec Zoho Analytics à l'heure de synchronisation prévue.
  • Si votre compte Zoho Analytics est de l'édition standard ou supérieure, vous pouvez choisir parmi les différentes options de synchronisation disponibles.
  • Pour l'édition de base de Zoho Analytics, seules les options de synchronisation quotidienne et manuelle sont disponibles.

Créer des rapports

Une fois l'analyse CRM avancée est configurée, vous avez accès à plus de 70 types de rapports et tableaux de bord prêts à l'emploi. En outre, vous pouvez également créer des rapports selon vos besoins, en utilisant l'éditeur de rapports par glisser-déposer de Zoho Analytics.

Afficher les rapports et les tableaux de bord

Pour accéder aux rapports,
  • Passez par l'onglet "Rapports" dans Zoho CRM >> Analyses avancées pour Zoho CRM.


Partager les rapports Zoho Analytics

Les rapports et tableaux de bord créés dans Zoho Analytics, avec les données CRM, ne seront accessibles qu'à l'administrateur qui a configuré ce module complémentaire. Vous pouvez toutefois partager les rapports avec d'autres utilisateurs de Zoho CRM (y compris d'autres administrateurs CRM).

Désactiver l'analyse CRM avancée

En tant qu'administrateur, sachez que :
  • Lors de la désactivation d'analyse avancée de Zoho CRM, toutes les données, rapports et tableaux de bord créés dans votre compte Zoho Analytics seront supprimés.
  • Le compte Zoho Analytics ne sera pas automatiquement transféré au plan gratuit. En cas de besoin, vous pouvez le transférer vers le plan correspondant à votre besoin.

L'équipe Zoho France

    • Sticky Posts

    • CRM - Astuce #5 : Effectuer des actions en masses

      Bonjour à tous,   Au programme du jour : éviter les répétitions grâce à la fonction "en masse". Gagnez du temps sur ces actions simples pour vous concentrez sur votre entreprise. Allez dans le module concerné et cliquer sur les : (...)   Suppression en

    • Zoho CRM - Il y a du nouveau chez les modèles d'e-mails

      Bonjour à tous,   Nous sommes ravis d'annoncer que les modèles d'email dans Zoho CRM sont désormais adaptés au design pour tous les ordinateurs et mobiles. Le responsive design désigne une méthode selon laquelle les pages sont conçues pour s'afficher

    • Nouveautés Zoho CRM : la page d'accueil et le tableau de bord actualisés !

      Bonjour à tous, Nous avons apporté quelques améliorations à la page d'accueil des utilisateurs et à l'onglet Tableau de bord, en voici un aperçu. Des composants supplémentaires dans la page d'accueil pour les nouveaux inscrits : Dans l'onglet Accueil,

    • CRM Blueprint #5: Glossaire

      Bonjour à tous,  Voici le dernier volet de notre série sur les Blueprints : un glossaire pour comprendre tous les termes nécessaire à l'automatisation de votre process. État : fait référence à chaque étape de votre processus. Par exemple : qualification,

    • CRM : Ajoutez de la couleur à vos balises CRM

      Bonjour à tous, Les tags sont des identifiants uniques qui peuvent être associés à différents enregistrements ce qui permet de rechercher, trier, catégoriser, filtrer et segmenter efficacement les enregistrements. Cette nouvelle amélioration a pour but

    • Recent Topics

    • Add Analytics function for Title case (capitalising each word in a string)

      At present, you can only capitalise each word in a string in Analytics during data import. It would be really useful to be able to do this with a formula column, but there is no Title Case function.

    • How to conditionally embed an own internal widget with parameters in an html snippet?

      Hello everyone, I'm trying to create a dynamic view in a page using an HTML snippet. The goal is to display different content based on a URL parameter (input.step). I have successfully managed to conditionally display different forms using the following

    • Where can I find rejected inbound mails and their reason for rejection

      Hi, I was recently made aware by a mailing list which I am subscribed to (ffmpeg-devel@ffmpeg.org) that my Zoho mail Mail account is rejecting some emails. If I look under Admin Panel > Security & Compliance > Quarantine > Incoming, the list there is

    • Sync more than one Workdrive

      Hello Please I'm facing some difficulties since some days. In my company we have many zoho accounts in different organisations. And I have to find a way to sync all these Workdrives. I spend many hours to search it on zoho Workdrive but no solution. Could someone help me ? Any idea how I can achieve it ? Thanks in advance. Regards

    • Zoho writer unable to merge documents to PDF with basic fonts in Hebrew or fonts from my computer

      I created several forms that will be merged into PDF files through Zoho Writer and I am unable to receive the PDF in the basic fonts of the Hebrew language or in the fonts I have on my computer. The writer exports to PDF an exchange font that looks very

    • Base Currency Adjustment Reversal

      Two questions surrounding the base currency adjustments (BCA). I recently ported over from QB so I need to enter the base currency adjustments. In QB, it will calculate the BCA for you at the end of the year and then reverse it at the top of the following year. Makes sense. Does Zohobooks not do this as well? I created a BCA for Dec 31, 2016 but no reversing entry was made Jan 1, 2017. Am I supposed to manually do a reversal? I'm not even allowed to post journals directly to the 'exchange gain loss'

    • Please implement UAE Central Bank FX rates

      Hello, as I understand from your knowledge base, any UAE business account created from September 15, 2018 does not have foreign exchange rates fetched automatically. This is a serious inconvenience and I am not sure why ZOHO has not looked into the ways

    • Search Records returning different values than actually present

      Hey! I have this following line in my deluge script: accountSearch = zoho.crm.searchRecords("Accounts","(RS_Enroll_ID:equals:" + rsid + ")",1,200,{"cvid":864868001088693817}); info "Account search size: " + accountSearch.size(); listOfAccounts = zoho.crm.searchRecords("Accounts","(RS_Enroll_ID:equals:"

    • Super Admin Access to All Courses and Spaces in Zoho Learn

      Dear Zoho Learn Team, We hope this message finds you well. We are using Zoho Learn extensively for internal and agent training. While managing our courses and spaces, we encountered a significant limitation regarding admin access and course management.

    • Print checks for owner's draw

      Hi.  Can I use Zoho check printing for draws to Owner's Equity?  This may be a specific case of the missing Pay expenses via Check feature.  If it's not available, are there plans to add this feature?

    • [New Release 2024] Create and embed custom capabilities across CRM with Kiosk Studio, our latest no-code tool

      [Update | New series] We've started publishing a series of posts on Kiosk Studio. It's called Kiosk Studio Sessions and you can check out the first one here! [Update | 15 Oct} Session #2 is live! This one will look at how to create a kiosk for your call

    • Revenue Management: #10 Common Mistakes while Recognizing Revenue

      We are at the end of the series on Revenue Management, covering how different businesses recognise revenue. Even with clear standards like ASC 606 and IFRS 15 in practice, businesses often struggle with the nuances of revenue recognition. Especially growing

    • Windows Desktop App - request to add minimization/startup options

      Support Team, Can you submit the following request to your development team? Here is what would be optimal in my opinion from UX perspective: 1) In the "Application Menu", add a menu item to Exit the app, as well as an alt-key shortcut for these menus

    • integarting attachments from crm to creator

      when i tried to integrate pdf attachments from crm to creator via deluge i am getting this error {"code":2945,"description":"UPLOAD_RULE_NOT_CONFIGURED"} the code i used is attachments = zoho.crm.getRelatedRecords("Attachments","Sales_Orders",203489100020279XXX8);

    • Search Option

      🚫 Current Limitation: As of now (September 2025), Zoho FSM lacks a global search functionality, which makes it difficult to quickly: Find specific Work Orders by number or keyword Search for customer records or contact info Locate assets, jobs, or service

    • Mobile Chat Window - Full Screen

      Hello, The mobile chat window takes up the full screen, which is highly confusing for most customers! Using a desktop machine, I see the same happens when reducing the browser width to 800px or below. This suggests that it responsive web design, causing the switch to full screen. Can we fix this very annoying behaviour ourselves using a custom css file? If so, can you please let me know how? Thanks

    • Is it possible to customize ZC Themes?

      I understand you can choose a layout and customize Brand Color, App Header, Menu, and Sub-Menu components, but can you override some of the default theme settings with CSS or a config file? For example, - Table highlight color - Listview auto filter highlight

    • Is it possible to create Custom function-based Lookup field in Zoho CRM

      Is it possible to create a custom function-based lookup field in Zoho CRM? If so, how? Use case: Need to fetch users from Zoho Projects into a dropdown field in Zoho CRM.

    • @mention in comments no notification

      Hi, hope someone can help. When we @mention someone in the comments in Zoho Creator, how is that user notifed as we don't get anything on email or in the app notifications. 

    • Zoho unified inbox

      The new changes have definitely improved things for switching between accounts.  But zoho still desperately needs a unified inbox.  It sucks to have to enter filters and folders for each and every inbox.  This seems like such a simple thing, i wonder why Zoho hasn't done it?

    • Add "Running Balance" column to Account Transaction Reports

      Hello, Currently Zoho Account Transaction Reports give you the opening balance, then lists the transactions, then provides the closing balance.  It would be great if you could add a column on the far right that shows the "Running Balance" on the account after each transaction.  There are many times when analyzing or tie-ing out transactions that this would be very helpful.  I currently have to frequently run a tape on my adding machine to get balance totals after a specific transaction on the list.

    • Unified customer portal login

      As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that

    • WhatsApp Channels in Zoho Campaigns

      Now that Meta has opened WhatsApp Channels globally, will you add it to Zoho Campaigns? It's another top channel for marketing communications as email and SMS. Thanks.

    • error : Object code : 6500

      b3 = map(); b3.put("name", "Test Project Name"); updateprojects2 = invokeurl [ url :"https://projectsapi.zoho.eu/restapi/portal/era0130/projects/169495000000928007/" type :PUT parameters: b3 connection:"in2" ]; info b3 ; info updateprojects2; ------------

    • How to book GST paid in zoho books

      hi, i am a new user to Zoho books and not able to book GST paid in books, kindly suggest how i can book it in books. thanks, siddharth

    • I got unknown charge from Zoho

      Good day, I need help disputing a charge I don't know from, zoho. I have ZohoMail and ZeptoMail. I purchase credits for ZeptoMail, and for ZohoMail I am not subcribed.

    • Function 56: Automatically enable the option for customers to pay via bank account

      Hello everyone and welcome back to our series! One of the key features of Zoho Books is its integration with multiple payment gateways, allowing you to receive online payments for your invoices. This ensures faster payments, automates payment tracking

    • Attach Files to Your Notecards and share them on the go!

      Hey everyone! We’re excited to share a feature many of you have been asking for — you can now attach files directly to your text notecards and share with ease! 🙌 This update was built with your feedback in mind, especially for those who wanted a simple

    • Can i connect 2 instagram accounts to 1 brand?

      Can i connect 2 instagram accounts to 1 brand? Or Do i need to create 2 brands for that? also under what subscription package will this apply?

    • Workdrive on Android - Gallery Photo Backups

      Hello, Is there any way of backing up the photos on my android phone directly to a specific folder on Workdrive? Assuming i have the workdrive app installed on the phone in question. Emma

    • How to add a % Growth column for year-over-year comparison (2024 vs 2025)

      Hello, I am trying to build a monthly revenue comparison between 2024 and 2025 in Zoho CRM Analytics. My current setup is: Module: Deals (Affaires) Filter: Stage = Closed Won Date field: Closing Date Grouping: By Month Metrics: Sum of Amount for 2024,

    • How to searchByCriteria records that are under approval?

      I need to search for both approved and pending approval records Is that possible with this method? Or I need to a different method? var priceReqID = $Page.record_id; log(priceReqID); var records = ZDK.Apps.CRM.Price_List_Item.searchByCriteria("Price_Request:equals:"

    • How to add Simple Analytics to Zoho Pages?

      I have a website with Zoho Pages, how do I add Simple Analytics on it? They seem to have code they need to be embedded https://docs.simpleanalytics.com/script

    • Cant seem to delete an email account

      Hello, I have researching for 4 days how to delete an email account and I am absolutely without a clue. The email account I am trying to delete is support<AT>fyshoes<dot>com. It's the first email account I made and it (is???) was associated with the super user (me). I have since changed it to adming<AT>fychoes<dot>com and I see the support email in my list but I just cant seem to get rid of it. Ultimately I want to associate that email account with another user that I want to add. This is really

    • Import data into Multi-Select lookup field from CSV/Excel

      How to import data into a multi-select lookup field from the CSV/Excel Sheet? Let's say I have an Accounts multi-select lookup field in the Deals module and I want to import the Deals with Accounts field. Steps:- 1. Create/edit a multi-select lookup field

    • Script that deletes a record?

      We're using WP Plugin "Integration for WooCommerce and Zoho Pro", and have created a couple of Feeds to send data to Zoho. We are trying to create Contact records, but only based upon condition. Tried to make it with small Deluge function and Workflow,

    • A formula that capitalises the first letter of each word

      Hi all, is there a zoho formula that can capitalise the first letter of each word in a string? INITCAP only capitalises the first letter of the first word.

    • Quotes in Commerce?

      In Zoho Ecommerce, I need to be able to generate quotes, negotiate with customers, and then generate invoices. Currently, I plan to integrate Zoho CRM to generate quotes. After negotiation and confirmation, I will push the details to Zoho Ecommerce to

    • Zoho Commerce - Mobile Application

      Does Zoho Commerce have a mobile application for customers to place an order?

    • Register user through Phone Number by Generating OTP

      In zoho commerce , I am developing website on online food store Inilialy the user get verification code to their email for registering there account for login. But I need to login using phone number by generating OTP automatically rather than verification

    • Next Page