Zoho Reports, the online Buiness Intelligence (BI) app from Zoho has had a face lift and will be releasing a new version very soon.  

If you use Zoho Reports or the advanced analytics integrations between Zoho CRM or Zoho Projects and Zoho Reports, you can try it out for yourself.

Here's a summary of the latest features, we particularly like the drill down functions and KPI widgets! 

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Zoho Reports is awesome!

For more information on how Zoho Reports can help you gain visibility into your business, including how to integrate it to Zoho CRM or Zoho Projects for advanced analytics, or integration to existing systems or even Excel files, please contact us here.

Improved Reporting Means Better Sales Performance Information and Sales Visibility

One of the primary advantages of cloud CRM software is that it allows you to build and access data anytime, anywhere. There is one centralised version of your sales data and performance information that is available to all relevant sales people and stakeholders.

Zoho CRM is an award winning online CRM solution for small businesses and it too is hosted in the cloud, which means you and your sales team can access it at any time via the internet and a browser.  The main advantage Zoho CRM has over other CRM solutions however is that it is extremely competitively priced with flexible monthly licensing and license fees that are focused on small businesses, starting at less that 8 GBP per user per month.

The days of having multiple versions of data and multiple versions of reports on Excel files flying around the office as attachments are a thing of the past. Centralise your sales data and improve sales performance reporting with a CRM. With Zoho CRM, sales reports are securely accessed by only authorized personnel.

Sales reports can be accessed online from the office or through your mobile device.  The advanced analytics functionality provides reports, analytics and dashboards with superb drill down features.

The Zoho CRM advanced analytics function delivers improved visibility on time based, people based and revenue based information  for leads, contacts, sales, quotes, invoices and more:

Time Based Sales Reporting from Zoho CRM:

* Sales cycle duration across lead sources by potential (opportunity) type.
* Overall sales duration across lead sources by potential type (opportunity) type.
* Lead conversion across Industries by lead owner.

People Based Sales Reporting from Zoho CRM

* Sales execs’ performance reports.
* Sales cycle duration by owner.
* Lead conversion count by owner.

Revenue Based Sales Reporting from Zoho CRM

* Sales by lead source.
* Pipeline by probability & stage.
* This month’s sales.

All of the above reports are easy to access and provide excellent distribution capability as well as the following benefits to your business:

* Quicker access and better visibility to lead and sales information.
* More accurate sales forecasts.
* Improved management of leads and clients.
* Improved lead conversion metrics.
* Expanded access to key sales information when on the go.
* Enhanced visibility of summary and detailed information.

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Mangoho are Zoho Partners in the UK and provide Zoho and CRM consulting services at affordable rates.  

If you would like to learn more about how Zoho CRM reporting can be used in your business drop us an email to info at mangoho dot com or complete the form here.

Related Links

Zoho CRM
Zoho Reports
Zoho ContactManager
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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.

Zoho Reports is a powerful online business Intelligence (BI) reporting solution that allows managers of businesses visibility into their business data and create intuitive  reports, charts and management dashboards so they can make better business decisions from more accurate data.

Zoho Reports allows you to create and share very impressive reports without and hardware, software or IT assistance.

Zoho have created this "How to Get Started with Zoho Reports" video guide and we are happy to share it with you!

Zoho Reports Implementation Services

We have extensive experience setting up Zoho Reports for small and large companies in Asia and Europe. Please contact us for more details of out Zoho consulting services to see how Zoho Reports can be used in your business.