You're reading from Building Expert Business Solutions with Zoho CRM An indispensable guide to developing future-proof CRM solutions and growing your business exponentially

Product type Paperback

Published in Aug 2021

Publisher Packt

ISBN-13 9781800564664

Length 352 pages

Edition 1st Edition

Tools

Zoho CRM

Concepts

CRM

Author (1):

Dominic Harrington

View More author details

Table of Contents (22) Chapters

Preface

1. Section 1: Laying the Foundation

2. Chapter 1: The Foundation Modules – Understanding the Building Blocks of Success FREE CHAPTER

3. Chapter 2: Leads – Getting It Right the First Time

4. Chapter 3: Deals – Sales Funnels to Fuel Your Business Growth

5. Chapter 4: Accounts and Contacts – The Beating Heart of Your CRM

6. Section 2: Take Your CRM to the Next Level

7. Chapter 5: Working with Other System and Custom Modules

8. Chapter 6: Game-Changing Workflows and Automations

9. Chapter 7: Essential Systems Administration

10. Chapter 8: Supercharge CRM with Marketplace Extensions, Custom Functions, and Integrations

11. Section 3: Six of the Best Zoho Apps to Integrate with Your CRM

12. Chapter 9: Zoho Campaigns

13. Chapter 10: Zoho Forms

14. Chapter 11: Zoho Survey

15. Chapter 12: SalesIQ

16. Chapter 13: Zoho Analytics

17. Chapter 14: Zoho Creator

18. Section 4: Measure, Learn, Evolve

19. Chapter 15: Building Actionable Reports and Dashboards (CRM)

20. Chapter 16: Best Practices to Adopt and Evolve Your CRM

21. Other Books You May Enjoy

Chapter 13: Zoho Analytics

Zoho Analytics is an enterprise-level Business Intelligence (BI) tool. It is also potentially one of the most under-utilized tools within the Zoho suite of applications. Partially, this may be due to the high quality of the native Reports and Analytics modules of the Zoho CRM, and perhaps it's a misconception that this tool is too complex to use.

In this chapter, we will bust this myth and provide some practical examples of how this tool can be used to gain insights that may otherwise be missed.

Topics covered within this chapter include the following:

Connecting your CRM with Analytics
Getting to grips with the basic tools
Creating dashboards that can be shared automatically

By the end of this chapter, you will have learned how to configure your integration with Zoho CRM and Analytics. You will have developed skills with the basic report creation tools. You will also understand how to create powerful and insightful dashboards...