OK... so you use a CRM solution like Zoho CRM that allows you to track activities per month, activity status and so on... You have insight into what your Sales members are doing on a weekly/monthly basis... Great. Now what?
Zoho CRM, the award winning sales and marketing solution from Zoho now has even more potential with its built in integration and advanced analytics via Zoho Reports online Business Intelligence (BI) software.
Now you can get detailed insight into how efficiently Sales teams are carrying out their activities, and analyse the results of their activities on your sales efforts.
Have you ever wondered though about the efficiency of these activities? Now, using the Zoho Reports integration with the Zoho CRM activities module, you can take your CRM analytics to a whole new level and start asking in depth questions that will really help you analyse your business processes and make key improvements, for example:
"What is the average time before the first activity on new leads?"
"Why there is a 50% disparity between John and Phil on their activities required to close deals on related products? Does Phil need more training? Is Phil better suited to another type of product?"
"Why do some products require a very high volume of meetings and calls to progress the sale and some do not? Should you increases consulting costs to cater for this?"
"Who are the busiest Sales staff and how does activity volume compare between team members and closed sale ratios?"
These are just a few of the things you are now able to find out with the superb, advanced analytic reports that are now available as standard on Zoho CRM activities, within Zoho Reports, using the advanced analytics synchronisation function.
Once you have set up the synch between the two solutions, you will, we are sure, be blown away by the fantastic reports that Zoho have created as standard, and of course the real time, drill down functionality that comes with Zoho Reports, allowing you do mine your data in real time to get the business intelligence you need.We have pasted a few examples of the types of charts that are available:
Reports can be filtered on the fly and even published in company intranets or internal blogs for sales team performance analysis.
Set up automated schedules so activity reports can be emailed to relevant people. The only limit to how this awesome online business intelligence reporting solution can be used is your imagination!
Mangoho have extensive experience of Zoho Reports and offer Zoho Reports consulting and implementation services for businesses in UK.
You do not even need to be a CRM user to use Zoho Reports. Zoho Reports can be used to consolidate your existing business data from external, third party systems or even from multiple Excel or CSV files to give you an integrated, real time view of your business.
Contact us for more information at info at mangoho dot com or fill in the form here, letting us know your requirements and we will get back to you within one business day.