About Arvind

Marketing & Business Development, Zoho Reports, SaaS BI, P: +1 408 916 9191 x 8064

Zoho CRM Analytics Add-on: Compare Sales Rep Performance Against Set Sales Targets

Posted by Posted on by
1

Ever since we announced the Advanced Analytics Add-on for Zoho CRM‘s Enterprise Edition users, the response has been enthusiastic. We have had a good many requests – for opening up the add-on for Zoho CRM’s Professional Edition users and to sync up more CRM modules. All would be available in good time :)

We have had requests for particular types of reports as well, one of the oft requested being the Sales Target report. A Sales Target or Quota report compares a sales person’s set sales target vs the sales actually achieved. The below slide show explains how this can be done easily using the Zoho Reports Advanced Analytics Add-on for Zoho CRM.

Try creating the Sales Target report in your account and post your thoughts of how it went. We will be back with more.

Just In: Advanced Analytics for your Zoho CRM Data​ – Powered by Zoho Reports

Posted by Posted on by
0

We’re thrilled to announce the Zoho CRM – Reports integration, an important new update that gives access to a host of advanced analytics features to Zoho CRM users. These are features that enable you to be on the top of your CRM data and help you make better, informed business decisions.

Seamless Integration
Typically, CRM software providers depend on third-party BI vendors to provide plug-ins. The obvious issues with this model being the users now have to use two different systems, and such BI connectors can be cost prohibitive too. With this add-on, Zoho becomes a unique vendor who not only does both CRM and business intelligence, but also offers a seamless CRM/BI solution.

Advanced Analytics
Zoho Reports being a full-fledged business intelligence and reporting tool, makes it easy to ‘slice and dice’ your CRM data. With more than 70 100 pre-packaged reports and the ability to create any number of ad-hoc reports, this add-on is a must have for all those who see their Zoho CRM data as a goldmine that’s to be extracted for full value.

Sharing, Scheduled Emailing and Printing of Reports
Zoho Reports being accessible online with just a browser, makes sharing and collaboration with your colleagues easy. Not just sharing reports online, for those who like to see their reports as pdf/xls/jpeg, scheduled emailing and printing of reports is possible too.

Other than the above, Zoho Reports has a drag-and-drop report designer, which all sales managers will find very easy and intuitive to use.

All the above is now available with just a few clicks in your Zoho CRM account. The below slideshow explains how to set up this add-on.

As of now, we have launched this add-on for Zoho CRM Enterprise accounts alone, with plans to open it for CRM Professional accounts in the near-term. UPDATE: This add-on is now available for all Enterprise, Professional and Standard accounts.

Try out the 15-day free trial of the Zoho CRM Advanced Analytics Add-on now! More details about the add-on is available at http://zoho.com/reports/crm.

More Power to the Math Wizard in You – Aggregate Formulas

Posted by Posted on by
0

Zoho Reports has long supported custom formulas, where you can define your own formula that involves two or more columns. These formulas are applied at the row level. Say there is Column A and Column B and you want a Column C which does string concatenation (combining texts). You can have a formula column defined as
concat(Column A, Column B).

There are scenarios where aggregation formulas (sum, avg, min, max etc) are to be applied at the column level. Here’s a real world example. In Google Adwords, Click Through Rate (CTR) is defined as (No. of Clicks)/(No. of Impressions). If you just go by averaging the CTR as Avg(CTR), you will end up with the wrong average value for the month, quarter or year. But if you let Zoho Reports know that CTR is actually sum(Clicks)/sum(Impressions) by using the Aggregate Formula, then you’ll arrive at the right values.

You can add an aggregate formula by using Add -> Aggregate Formula option in a table’s toolbar.

When creating reports (charts, pivot tables, summary views), you can use these aggregate formulas as you would use the regular columns or custom formula columns.

Here’s how the wrong and right approaches for averaging the CTR would look like.

Can you think of other scenarios where you can use the power of Aggregate Formulas in Zoho Reports? Let us know in the comments.

Analyse your Business Reports – Now in 9 Languages!

Posted by Posted on by
4
iStock_000015742269XSmall

是否需要深入查看您的销售人数?
Besoin d'informations plus détaillées sur vos données Google Adwords?
Möchten Sie analysieren, wie sich Ihr Umsatz nach Produkten/Regionen entwickelt hat?
Mi chiedevo come stia andando ciascuna delle sue campagne di marketing?
サイト・トラフィックの分析が必要ではありませんか?
Gostaria de acompanhar continuamente a métrica de desempenho dos seus colaboradores?
¿Necesita un análisis profundo de los indicadores de sus finanzas?

We humans usually tend to think and question in our native language. And then we convert those thoughts to the language we want to speak in. As a non-native speaker of English, I hear this advice quite often:

If you want to master English, think in English.

But asking everyone to change their way of thinking is not possible/fair. When it comes to using a product, how nice would it be to experience the UI not just in English but to have it in your own native language?

Whatever language you are asking your business questions in, Zoho Reports now makes it a bit easier for you. Yes, Zoho Reports’ UI is now available in 9 different languages – Chinese, English, French, German, Italian, Japanese, Portuguese, Portuguese (Brazil) and Spanish.

If you are a speaker of any of the above languages and have your browser’s locale set to your native language, you will see the Zoho Reports UI in that language. In case you have a different language setting in your browser, you can go to https://accounts.zoho.com and change to your native language there.

Try Zoho Reports in your own native language. Let us know how the experience was and what more languages you would like support for.

ps: The questions at the beginning of the post in English.

Need to drill down deep into your sales numbers?
Need insights into your Google Adwords data?
Want to analyze how your sales has performed for different products/regions?
Wondering how each of your marketing campaigns are faring?
Need to analyze your website traffic?
Like to continually track your employees' performance metrics?
Need an in depth analysis of your finance numbers?

TeamSupport.com integrates Zoho Reports

Posted by Posted on by
0

TeamSupport.com, provider of web-based customer support and help desk software solutions had earlier integrated with Zoho CRM. Now, TeamSupport.com’s integrated with Zoho Reports too. With this integration you can create custom reports and dashboards on a variety of TeamSupport data – tickets, ticket status history, portal logins, KB traffic and chat requests – and share them throughout your organization.

Read more about the TeamSupport.com – Zoho Reports integration.

If you are an Independent Software Vendor (ISV) like TeamSupport, you too can take advantage of Zoho Reports’ reporting capabilities, and make it the reporting module of your product/service. We offer a white label solution too that you can use for making your own private labeled (re-branded) reporting solution for your clients. Read more.

Zoho Reports: Email your Business Dashboards as PDF

Posted by Posted on by
0

Creating business dashboards have always been easy with Zoho Reports. Dashboards thus created can be shared and accessed from web URLs. But you may have clients (or colleagues) who would like to view the dashboards as PDF files. Now, how nice would it be if your dashboards were to be emailed as beautifully formatted PDFs with your own company’s logo?

Till recently, it was possible only for individual reports to be exported/mailed as PDF. Now, dashboards can be exported/emailed as PDF too.

You can even schedule the dashboard PDF files to be emailed at regular intervals using the scheduled emailing of reports feature.

Note: The PDF generation is optimized for charts. Just make sure that the dashboards you convert as PDF don’t contain large data tables.

Case Study: Measuring Marketing Effectiveness with Zoho Reports

Posted by Posted on by
3

An important part of every marketer’s job is to know how each of his/her campaigns are performing. “What’s the ROI (return on investment) from this campaign?” is a question in every marketer’s mind. Based on that, the marketer proceeds with making decisions on which campaigns to continue and which ones to stop.


Chris Swanson is the owner of BMA Marketing, a firm that manages paper coupon programs for bowling centers. As a marketer, Chris was interested in knowing the returns each of his campaigns generate. He not only studies the returns, but also shares the info transparently with all his clients. This is crucial for his clients as they get to know how the coupon campaign that Chris is running for them is performing.

For analysis and easy sharing of the marketing campaign info, Chris tried various options but each had their own difficulties. He searched for a solution that will allow him to share the campaign results with his clients in the easiest way possible. And he finally zeroed in on Zoho Reports. Says Chris,

The thing I like most with Zoho Reports is the ability to have my reports hosted on the web instead of having to create reports using PDF files or other formats that must then be attached to emails and sent to clients who may or may not be able to even open the file. Now I simply email my clients a URL that they can click to instantly view their own custom Zoho report.

Read in detail about the problems Chris faced, the ideal solution he was searching for and how Zoho Reports became the answer for him and his clients to know how their coupon campaigns are performing.