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.
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.
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 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 both Zoho CRM Enterprise and Professional 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.