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 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.
I am shocked at how easy this was to setup and use. This fills a HUGE reporting gap in Zoho CRM. Well done!
What’s happen when Zoho Updates the “Zoho CRM Reports” in Zoho Reports ?
Do they get automatically updated to all customers ?
If that’s the case, how do you handle the changes made by customers ?
Regards
Thanks for that Arvind – I’ve contacted the support team with the DBID’s and dates required.
Daragh: We will sure be extending this to Professional users of CRM. And we will be importing more modules as well.
Mark: Starting quarter can be configured in Zoho Reports. This isn’t available in the UI yet. If you can mail support@zohoreports.com the account/database details, we can configure this for you.
Why don’t the report filters in ZReports take into account the company financial settings in ZCRM? Im having trouble creating Financial quarter reports that dont start with Q1 in Jan-March?
Great start guys, I have used Zoho Reports with a number of clients and it’s a fantastic product. Please enable the Add-on for Zoho CRM Professional Edition, include the other modules (including email) and give optional sync frequencies. Well done again.
FYI – i already have a client with a need for inventory module support (quotes/invoices/products) to allow for manufacturing/lead time and stock level analysis based on pipeline quotes/orders.
That’s great news. Obviously the multi-tenancy nature of the platform(s) means you must measure and test a lot before you can commit to offering new features like these.
Please keep us informed on any new modules that come into scope for ‘Analytics’ though.
Mark: We do have plans to sync up other modules. It’ll depend on customer requirements though. For lesser frequency sync cycles, we will be monitoring the load our systems undergo. Based on that, we will see if we can provide shorter sync cycles.
Are their plans to syncronize data from other modules such as Products, Cases, Invoices etc. Will you also be introducing any other sync frequencies? 2/4/8/12 hrs or sync to a schedule?
Loving the included reports complete with the pre-built formula fields.
Adam: Yes, this is possible.
Refer to this Q-o-Q report from our sample database – https://reports.zoho.com/ZDBDataSheetView.cc?DBID=779360000000010452&OBJID=779360000000010474
Also, refer to this step-by-step instructions too – https://reports.wiki.zoho.com/Advanced-Analytics-for-Zoho-CRM.html#n2
Wow, sounds amazing. Do you know if this will allow month over month reporting. For example I would like to create a sales report Q1 with Q2. Will that be possible with this new add in? Please say yes.