Setting up the zoho reports advanced analytics add on for zoho crm

Setting up the Zoho Reports Advanced Analytics Add-on for Zoho CRM

- Zoho Reports Advanced Analytics Add-on for Zoho CRM -

Click 'Setup' -> 'Apps & Add-ons' ->'Zoho Apps'

Setting up the add-on

Choose the 'Advanced CRM Analytics' app

Setting up the add-on

Click the 'Configure' button

Setting up the add-on

Setting up the add-on

◉ You will get a 'Sync is in progress' dialog, as the initial import happens

◉ Once the import of your Zoho CRM data into Zoho Reports is complete, you'll get an email saying the process is complete.

◉ This might take upto day to complete.

Setting up the add-on

◉ Once the initial import is complete, your 'Advanced CRM Analytics' setup page will look like the above

◉ It will contain the 'Settings' & 'Deactivate' links. Also, you will see the 'Next Sync Time' updated

Setting up the add-on

◉ Once the Add-on is setup and initial data import completed, you can access add-on as follows

◉ Click the 'Reports' tab and you will now see the 'Advanced CRM Analytics' (powered by Zoho Reports)' link

Setting up the add-on

◉ Clicking the 'Advanced CRM Analytics' link will open the 'Zoho CRM Reports' database in a new browser window.

◉ It will have 70+ default reports/dashboards created based on your CRM data. Click to open them

Setting up the add-on

Pricing & Trial

◉ To use this, you need to purchase the Standard Plan or any plan above it in Zoho Reports (Refer to the Zoho Reports pricing page)

◉ By default when you setup this add-on, your Zoho Reports account will be automatically subscribed to a 15-day trial of the Standard plan

Support Contact: [email protected]

+1 888 900 9646 (toll free)

Zoho Reports Advanced Analytics Add-on for Zoho CRM

http://zoho.com/reports/crm