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

    • Error: Invalid login: 535 Authentication Failed

      I have used zoho with nodemailer. const transporter = nodemailer.createTransport({ host: 'smtp.zoho.com', port: 465, secure: true, auth: { user: 'example@example.com', pass: 'password' } }); While sending the mail, it shows the following error: Error:

    • Zoho Renewal

      Hello, If I am not going for zoho email renewal. will i get back my free zoho account? and if yes then is it possible to get back my all free user. how many user get back 10 or 25?

    • Not reciving emails

      Apparently i cannot recive emails on my adress contact@sportperformance.ro I can send, but do not recive. The mail i'm trying to send from mybother adress gets sent and doesn't bounce back... but still doesn't get in my inbox. Please advise

    • Not receiving MailChimp verification e-mail

      It seems that their verification e-mails are blocked. I can receive their other e-mails, but not their verification of domain ownership e-mail. I've checked and double checked how I typed the e-mail, using different e-mails (my personal e-mail can receive it), white listing the domain and all that is left is for the IP's to be white listed, but I don't have that power.  If a staff member could take a look at this -> http://mailchimp.com/about/ips/ And perhaps white list them for me, that would be

    • Creating my 2nd email account

      After creating my first email address, I decided to get another email address. I would like to use this new address as the primary address too. I don't know how to set it up there doesn't seem to be an option for that

    • Cannot - create more email account - Unusual activity detected from this IP. Please try again after some time

      Hello, I come across the error message in Control Panel. Unusual activity detected from this IP. Please try again after some time and i cannot create any more users We are an IT company and we provide service for another company Please unlock us.

    • "Unable to send message;Reason:553 Relaying disallowed. Invalid Domain"

      Good day. When I try to send mail through ZOHO mail I get the following error : "Unable to send message;Reason:553 Relaying disallowed. Invalid Domain" I need help with this. My zohomail is : @eclipseweb.site Thank you,

    • Transfert de domaine pour création des comptes emails

      Bonjour , je ne parviens point à créer des mails avec le domaine 'raeses.org' suite à la souscription du domaine auprès d'un autre hébergeur, dont j'ai fait la demande du code de transfert qui est le suivant : J2[U8-l0]p8[ En somme, attente de l'activation

    • Help! Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.

      Kindly help me resolved this issue that i am facing here.

    • How are people handling estimates with Zoho inventory?

      We are often using Zoho Books for estimates that then get converted to invoices within Books. We would like the sales team to migrate entirely to Zoho Inventory and no longer need to use Zoho Books so that they are only on one system. How are people managing

    • Relative Date Searches

      Currently in the search options, it has "date", "from date" and "to date". I think it would be great if there were options like "date greater than x days ago" and "date less than x days ago". I realise that as a once off you can just use the existing

    • Performance is degrading

      We have used Mail and Cliq for about three years now. I used to use both on the browser. Both have, over the past 6 months, had a severe degradation in performance. I switched to desktop email, which appeared to improve things somewhat, although initial

    • Ask the Experts 23: Customize, utilize, and personalize with Zoho Desk

      Hello everyone! It's time for the next round of Ask the Experts (ATE). This month is all about giving Zoho Desk a complete makeover and making it truly yours. Rebrand Zoho Desk with your organization’s details, customize ticket settings based on your

    • Dear Zoho CEO: Business Growth is about how you prioritise!

      All of us in business know that when you get your priorities right, your business grows. Zoho CRM and Zoho Books are excellent products, but sadly, Zoho Inventory continues to lag behind. Just this morning, I received yet another one-sided email about

    • Payroll In Canada

      Hi, When can we expect to have payroll in Canada with books 

    • Please review and re-enable outgoing emails for my domain

      Hello Zoho Support, I have recently purchased a new domain and set up email hosting with Zoho. However, my account shows "Outgoing Email Blocked". I am a genuine user and not sending bulk/spam emails. Please review and re-enable outgoing emails for my

    • Payroll without tax integrations (i.e. payroll for international)

      It seems as though Zoho waits to develop integrations with local tax authorities before offering Zoho Payroll to Zoho customers in a country. Please reconsider this approach. We are happy Zoho Books customers, but unhappy that we have to run payroll in

    • goingout e mail block

      info@ozanrade.com.tr

    • Incoming mails blocked

      Zoho User ID : 60005368884 My mail Id is marketing#axisformingtechnology.com .I am getting following message "Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts. Click here to get unblocked." Please

    • Assistance Needed: Ticket Status Not Updating and Sorting by Last Customer Reply in Zoho Desk

      Hello, I’m facing two issues in Zoho Desk that I’d like your guidance on: Ticket Status Not Updating: When a customer replies to a ticket, the status does not change to Reopened. Instead, it remains in Waiting on Customer, even after the customer’s response

    • Configuring Email Notifications with Tautulli for Plex

      Hi I'm new to Zoho. I am from Canada and I have a I use a web based application called Tautulli for Plex that monitors my Plex media server. It also sends a newsletter to my followers. To set this up they require a "From" email address., a smtp server

    • Is there a way to automatically add Secondary Contacts (CCs) when creating a new ticket for specific customers?

      Some of our customers want multiple contacts to receive all notifications from our support team. Is there a way to automatically add secondary contacts to a ticket when our support team opens a new ticket and associates it with an account? This would

    • How to Set Up Zoho Mail Without Cloudflare on My Website

      I'm having some trouble with Cloudflare here in Pakistan. I want to configure Zoho Mail for my domain, but I'm not sure how to set it up without going through Cloudflare. My website, https://getcrunchyrollapk.com/ , is currently using CF, but I'd like

    • Spam is Being Forwarded

      I am filtering a certain sender directly to the Trash folder. Those messages are still being forwarded. Is this supposed to happen?

    • IMAP Block

      My two accounts have been blocked and I am not able to unblocked them myself. Please respond to email, I am traveling and this is urgent.

    • "DKIM not configured"

      Hello. I have been attempting get the DKIM verified but Toolkit keeps sending the message that it is not configured, but both Namecheap and Zoho show it as configured properly. What am I missing?

    • Zoho mail with custom domain not receiving email

      i registered zoho mail with my own domain. I can login and access the mail app. I tried to send email from an outlook email account and an icloud email account. Both emails were not received. My plan is free. I also tried to send email from this zoho

    • Set connection link name from variable in invokeurl

      Hi, guys. How to set in parameter "connection" a variable, instead of a string. connectionLinkName = manager.get('connectionLinkName').toString(); response = invokeurl [ url :"https://www.googleapis.com/calendar/v3/freeBusy" type :POST parameters:requestParams.toString()

    • Waterfall Chart

      Hello, I would like to create a waterfall chart on Zoho analytics which shows the movement in changes of budget throughout a few months, on a weekly basis. Should look something like the picture below. Does anyone know how to?

    • Help Center and SEO: Any Benefit to My Domain-Mapped Website Ranking?

      First of, I love the Help Center which I've just decided to integrate into my website to replace its old-fashioned FAQs. So much more to achieve there now! Lots of new benefits to the site visitors and to me in terms of organizing and delivering all the

    • Issue with Importing Notes against Leads

      Hi, I am attempting to import some Notes into Zoho CRM which need to be assigned to various Leads. I have created a csv file which I am testing that contains just one record. This csv file contains the following columns: Note Id Parent Id       (I have

    • Trigger a Workflow Function if an Attachment (Related List) has been added

      Hello, I have a Case Module with a related list which is Attachment. I want to trigger a workflow if I added an attachment. I've seen some topics about this in zoho community that was posted few months ago and based on the answers, there is no trigger

    • Option to Hide Project Overview for Client Profiles

      In Zoho Projects, the Project Overview section is currently visible to client profiles by default. While user profiles already have the option to restrict or hide access to the project overview, the same flexibility isn’t available for client profiles.

    • Creator Add Records through API - Workflows not triggered ?

      Hi Everyone, I am trying to add records to my Creator application through a third party app that I am developing. Currently, I am testing this through Postman. The records I need to add have a lot of workflows to run to populate dropdowns, fields, use

    • Important Update: Changes to Google Translate Support in Zoho SalesIQ

      We’re updating our default chat translation options across all Zoho SalesIQ data centres to offer a more secure, in-house solution for your translation needs. What’s changing? We will be offering Zoho Translate (our in-house tool) as the default translation

    • Zoho CRM Community Digest - July P1 | 2025

      Hey everyone, The start of July 2025 marked a special milestone: 200 posts in our Kaizen series! For those new here, Kaizen is a go-to series for Zoho CRM developers, where we regularly share best practices, tips, and expert insights to help you build

    • What’s New in Zoho Expense (April – July 2025)

      Hello users, We're happy to bring you the latest updates and enhancements we've made to Zoho Expense over the past three months, which include introducing the Trip Expense Summary report in Analytics, extending Chatbot support to more editions, rolling

    • Weekly Tips: Insert frequently used phrases in a jiffy using Hotkeys

      You often find yourself using similar phrases in an email —like confirming appointments or providing standard information. Constantly switching between the mouse and keyboard interrupts your flow and slows you down.Instead of typing the same phrases over

    • Undo Command in Notebook

      It would be handy to have an Undo in the row of icons at the bottom of the notes.

    • Improved UI for a Seamless User Experience - Calls, Tasks, and Meetings

      Hello all, We are making UI unification across CRM so that the UI experience is seamless across the product. As part of that effort, we have made changes to the details page of activity-based module records—Meetings, Calls, and Tasks. Let's look at these

    • Next Page