Having trouble with Zoho's built-in reporting tool? Zach Spader of Cornerstone Solutions shows you how to set up the sync between Zoho CRM and Analytics.
00:00 Introduction
00:50 Begin Demo
01:45 Best Practices
05:08 Sync Frequency
06:00 Test Sync
07:13 Conclusion
Syncing between Zoho CRM and Zoho Analytics offers substantial value by enabling comprehensive data analysis and informed decision-making. This integration allows businesses to seamlessly transfer CRM data into Zoho Analytics, where it can be transformed into insightful reports and dashboards. By leveraging the rich data from Zoho CRM, users can perform advanced analytics to identify trends, measure performance, and uncover actionable insights. This synergy between CRM and analytics tools helps organizations track key metrics, forecast sales, and optimize marketing strategies.
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