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Zoho CRM
Go beyond your Zoho CRM Analytics to get deeper insights into your pipeline management, lead tracking, project management, and boost revenue.
ClicData + Zoho CRM
Get data from Zoho CRM in minutes with our connector
How to connect Zoho CRM to ClicData?
What benefits can you get?
- Leverage 70+ widgets to visualize your marketing and CRM data easily
- Compare Conversion Rates by Channel and Segment to optimize your marketing budget
- Measure your marketing ROI by combining your Revenue data with your inbound and outbound spending from your financial system
- Keep track of your sales team productivity: Dials, Outbound emails, Deals In Progress / Closed, Task Completion
- Set custom thresholds and get alerts whenever they’re reached to stay on top of your team and campaigns’ performance
What can you measure?
- Conversion rate by Segment
- CPL by Segment or/and Channel
- Avg Time to Close by Segment
- Number of Dials by BDR / Account Executives
- ROI by Marketing Channel
- And more…
Track all your KPIs in custom & interactive dashboards
FAQ
ClicData offers you more flexibility for your reporting needs, in multiple ways:
- store historical data to perform YoY analysis and comparisons over time
- clean, transform, calculate, forecast, and enrich your data with 250+ sources
- build custom metrics and visualizations that answer key business questions
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