SalesStandard

Zoho CRM

By March 8, 2017 No Comments

Zoho’s lead engagement and sales pipeline manager makes it easy to manage your customer relationships at every stage via phone, email, chat, social media, or even in person. With Grow, you can visualize, analyze, and track your Zoho CRM data in real time, so you don’t have to spend valuable time poring over spreadsheets to get instant, personalized, day-to-day insights on the performance of your pipeline.

Get More with Grow — Your Zoho CRM Reporting Tool

  • Gain powerful insights when you add Zoho CRM to your all-in-one business command center in Grow.
  • Connect, blend, customize, and monitor data from Zoho CRM alongside your other essential business data in real-time, in the palm of your hand.
  • Strategically visualize your data to focus your team around the goals and objectives that matter most.

Questions You Can Answer With
Zoho CRM + Grow

How many daily leads did each of our lead sources generate over the past 30 days?

What is our actual revenue compared to our total potential value this month?

How many leads have we converted this week compared to total leads generated

Which of our reps and teams have closed-won the most value over the past 90 days?

Which stage of our pipeline has had the most success so far this quarter?

How much monthly revenue has each of our teams generated over the past year?

Reports and Data Available From
Zoho CRM

Zoho CRM has a robust connection with a large number of available reports. Below is a list of the more popular access points. You can visit the overview article at the bottom of this page for a complete list of reports.

Leads: All leads matching the selected date range, including lead ID, owner name, lead name, designation, contact info, created date, modified date, last activity date, additional custom fields, etc.

Accounts: All client and potential accounts, including account ID, lead and account owner, account name, industry, created date, modified date, last activity date, billing information, etc.

Potentials: All opportunities matching the selected date range, including ID, owner, potential amount, name, closing date, account ID and name, stage, probability, modified date, last activity date, custom fields, etc.

Tasks: All task assignments matching the selected date range, including activity ID, task owner, subject, due date, related to, status, priority, created by, modified by, created date, modified date, etc.

Products: All products modified during the selected date range, including product ID, owner, name, code, active, category, type, created by, created date, modified date, price, description, invoice type, volume, option, plan, etc.

Invoices: All invoices created during the selected date range, including invoice ID, sales order data, account ID and name, invoice owner, created by, created date, modified date, subtotal, tax, adjustment, total, details, contact ID and name, discount, etc.

Sales Orders: All sales order data matching the selected date range, including ID, number, subject, quote ID and name, contact info, carrier, account info, owner, creator, created date, modified date, subtotal, total, billing address, shipping address, discount, etc.

Cases: All cases created within the selected date range, including ID, owner, status, origin, subject, related to, number of comments, reported by, email, phone, creator, modified date, description, department, company name, job title, etc.

Example Metrics From
Zoho CRM

  • Daily Leads Generated by Lead Source – Past 30 Days
  • Total Revenue Closed/Won vs. Potential Value – Current MTD vs. Last Month
  • Leads Converted and Generated – Current WTD
  • Daily Leads Converted by Rep Team – Past 30 Days
  • Total Closed-Won Value by Rept Team – Past 90 Days
  • Conversion Rate by Pipeline Stage – Current Quarter
  • Monthly Revenue by Rep Team – Past 12 Months
  • Closed-Won Value by Lead Source – Current YTD