We are thrilled to announce the ×îв©²ÊÍøÕ¾ CRM – ×îв©²ÊÍøÕ¾ Analytics integration, an important new update that gives access to a host of advanced analytics features to ×îв©²ÊÍøÕ¾ 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, ×îв©²ÊÍøÕ¾ becomes a unique vendor who not only does both CRM and business intelligence, but also offers a seamless CRM/BI solution.
Advanced Analytics
×îв©²ÊÍøÕ¾ Analytics being a full-fledged business intelligence and reporting tool, makes it easy to ‘slice and dice’ your CRM data. With more than 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 ×îв©²ÊÍøÕ¾ CRM data as a goldmine that’s to be extracted for full value.
Sharing, Scheduled Emailing and Printing of Reports
×îв©²ÊÍøÕ¾ Analytics 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, ×îв©²ÊÍøÕ¾ Analytics 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 ×îв©²ÊÍøÕ¾ CRM account. The below slideshow explains how to create reports with this add-on.
As of now, we have launched this add-on for ×îв©²ÊÍøÕ¾ 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 ×îв©²ÊÍøÕ¾ CRM Advanced Analytics Add-on now! More details about the add-on is available at /analytics/zoho-crm-advanced-analytics.html.
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