Setting up the Zoho ReportsAdvanced Analytics Add-on forZoho CRM      - Zoho Reports Advanced Analytics Add-on for Zoho CR...
Setting up the add-onClick Setup -> Apps & Add-ons ->Zoho Apps
Setting up the add-onChoose the Advanced CRM Analytics app
Setting up the add-onClick 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...
Setting up the add-on◉   Once the initial import is complete, your Advanced    CRM Analytics setup page will look like the...
Setting up the add-on◉   Once the Add-on is setup and initial data import completed,    you can access add-on as follows◉ ...
Setting up the add-on◉   Clicking the Advanced CRM Analytics link will    open the Zoho CRM Reports database in a    new b...
Pricing & Trial◉   To use this, you need to purchase the Standard    Plan or any plan above it in Zoho Reports (Refer    t...
Zoho Reports Advanced Analytics      Add-on for Zoho CRM  http://zoho.com/reports/crm        Support Contact:    support@z...
Setting up the zoho reports advanced analytics add on for zoho crm
Upcoming SlideShare
Loading in …5
×

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

639 views

Published on

Published in: Business
  • Be the first to comment

  • Be the first to like this

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

  1. 1. Setting up the Zoho ReportsAdvanced Analytics Add-on forZoho CRM - Zoho Reports Advanced Analytics Add-on for Zoho CRM -
  2. 2. Setting up the add-onClick Setup -> Apps & Add-ons ->Zoho Apps
  3. 3. Setting up the add-onChoose the Advanced CRM Analytics app
  4. 4. Setting up the add-onClick the Configure button
  5. 5. Setting up the add-on
  6. 6. 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, youll get an email saying the process is complete.◉ This might take upto day to complete.
  7. 7. 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
  8. 8. 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
  9. 9. 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
  10. 10. 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
  11. 11. Zoho Reports Advanced Analytics Add-on for Zoho CRM http://zoho.com/reports/crm Support Contact: support@zohoreports.com +1 888 900 9646 (toll free)

×