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Zoho Brings Business Intelligence to Zoho CRM

Zoho Reports Integration Improves CRM Information Visualization

  • Includes over 70 pre-built reports and dashboards
  • Create custom dashboards and reports including pivot tables, charts, more
  • Video demo of Zoho CRM new BI and reporting features is available at https://youtu.be/GYUE-Y9sjO8
  • Public demo database is available at https://ow.ly/bnryp

PLEASANTON, Calif.--(BUSINESS WIRE)--Zoho today announced that the company is adding business intelligence to Zoho CRM, with Zoho Reports integration. The move brings Zoho Reports' proven business intelligence and advanced reporting capabilities to the company's affordable on-demand customer relationship management software. A video demo of the new business intelligence and reporting features in Zoho CRM is available at https://youtu.be/GYUE-Y9sjO8. Also, a public demo database is available at https://ow.ly/bnryp.

"An application like CRM holds a lot of business information. The ability to dissect this information in an easy way is important for businesses. So, we are bringing the power of our business intelligence application to Zoho CRM with lots of built-in reports," said Raju Vegesna, Zoho evangelist. "As the only vendor offering both CRM and business intelligence tools, we're in a unique position to offer a tightly integrated, CRM and business intelligence application with powerful charts, tabular reports, dashboards and other visual representations of CRM data."

Business Intelligence and Advanced Reporting in Zoho CRM

With the Zoho Reports integration, Zoho supplements the established reporting engine in Zoho CRM with business intelligence and advanced reporting capabilities. Now, Zoho CRM users can visually analyze their CRM information, creating their own insightful reports and dashboards using a drag and drop interface - no IT help required.

Steve Tiley, managing director of MDIS Services Ltd. and an early adopter of the Zoho CRM and Zoho Reports integration, confirmed, "The speed and ease of creating monthly activity reports as well as their automatic distribution to senior management across our organization has saved countless hours of manual work for MDIS."

With the Zoho Reports integration, Zoho CRM users can slice and dice data, transforming it into meaningful information by generating charts, graphs, reports, pivot tables and more. Clicking on individual reports lets users drill down and view the underlying data. Users can join different Zoho CRM modules as well as choose the rows and columns to synchronize and report on for each module.

Other highlights of the Zoho CRM and Zoho Reports integration include:

  • 70+ pre-built reports and dashboards for sales, potentials, expected revenue and more
  • Support for leads, accounts, potentials, contacts and user modules in Zoho CRM
  • Data, reports and dashboards can be shared and created collaboratively
  • Reports and dashboards can be easily printed or emailed to users
  • Automatic scheduling of data synchronization and dynamic report updates

Pricing and Availability

Zoho CRM with Zoho Reports advanced reporting and business intelligence is available immediately at $7 per CRM user (for the first five users).

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About Zoho

Zoho is a comprehensive suite of online productivity, collaboration and business applications for businesses of all sizes. Over eight million users rely on Zoho apps. Zoho's productivity and collaboration applications include Email Hosting, Document Management, Office Suite, Project Management and more alongside a host of business applications ranging from CRM and Campaign Management to Customer Support, Accounting and more. These applications are offered directly via Zoho.com or through hundreds of partners in the Zoho Alliance Partner Program. For more information about Zoho, please visit https://www.zoho.com/.

Zoho is a division of Zoho Corp., a privately-held and profitable company, which also provides IT Management Software (ManageEngine with over 70,000 customers) and a Network Management Suite (WebNMS with 25,000 Tier 1 carrier deployments). With U.S. headquarters in Pleasanton, CA and offices in Austin, Chennai, London, Tokyo and Beijing, Zoho Corp. serves the technology needs of millions of customers worldwide. For more information about Zoho Corp., please visit www.zohocorp.com.

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