Zoho Analytics Consultancy
Work Smarter, Work Faster

Our Zoho Analytics Services

Analytics is a powerful data reporting application that will give you management information from all areas of the business to help you drive business growth.

We develop bespoke reports and dashboards, pulling data from multiple Zoho applications, so you have all your key metrics at your fingertips. This is our 3 step process:

Design

We facilitate in-depth design sessions with your team to determine the exact metrics you need to know to assess the performance of the business. We then map out these metrics in an easy-to-interpret visual way, giving you dynamic reports and dashboards.

Build

We take the design and build all of your charts, widgets and dashboards for you. We overlay calculations and views to give you enhanced insights from your data. Your reports and dashboards can be scheduled on a recurring basis and shared with external parties.

Aftercare

We provide bespoke Analytics training tailored to your exact insight requirements and dashboards. These sessions are delivered either in-person or online. Your dashboards can continue to evolve with our development blocks or we can train an internal analytics champion.

What You Need To Know About Zoho Analytics
a few of the features & benefits
It does all of the hard work for you

  • A CRM is an intelligent database that’s easy to use
  • History, reminders, tasks and call logs
  • Lead Management from website to customer
  • Quotes, invoicing, reports
  • Emails logged inside your customer records

Why choose Zoho Analytics

  • It’ll be customised for your business
  • You’ll have everything in one place
  • You will find information quickly
  • Get rid of the paperwork and manual processes
  • You can keep track of everything!

Your new Integrated System will

  • Save you money
  • Save you time
  • Grow with your business
  • Give you peace of mind – GDPR compliant
  • Give you more freedom in your business

How We Help You Get The Most Out Of Zoho Analytics
IT WILL BE DESIGNED AROUND YOUR TEAM AND YOUR BUSINESS
Understand your business & gather your requirements
We will then recommend the best combination of Zoho apps for you and your business, recommend the most appropriate server (based on your location and GDPR laws) and the best value licensing model for your needs and business.
Base set up and applications integration
This is where we set up the foundations of your Zoho CRM system, based on your specific requirements. This is where we take the design of your system from the page to the physical system that you will use every day in your business.
Onboard users
We safeguard your system and your company data by identifying and implementing roles and permission levels for all users, perfect for when you have people that need different levels of access to information and data.
Design your CRM with our scoping workshop
The scoping workshop is your opportunity to discuss the design of your bespoke system with us. Relevant members of the team and designers who will be involved in your development will be invited to attend this workshop.
Map out your customer journey
Once we have mapped out your customer journey, we explore how this translates into a CRM pipeline and how you will move people through the pipeline in your bespoke system.
Customisation of your system
Once we have built the base structure of your system, we add in your custom fields for each module and create views so specific data you choose to see is available at the click of a button.
Advanced CRM automation
This includes: email templates and design; SMS integration and templates; workflows, field updates, scheduled actions, automated buttons and APIs. All the things that make your business run that extra bit smoother!
Highly specialised, sector specific customisation
If Zoho's off-the-shelf apps don't meet all your requirements, our developer can work with you to create specialised sector specific customisation. Different industries have different requirements. We work with you to create the customisation you need for your business, whether you are in law, education, healthcare - to name a few.
Advanced CRM pipeline
This is where we make the CRM work that extra bit harder for you. Includes Blueprint design, mapping information between modules and creating conditional fields.
Training and aftercare
There are a number of options here. Onsite and online training for individuals and teams. Snippet videos you can watch time and time again. Aftercare packages ranging from banked hours through to bespoke monthly retainers to support your future growth and development. We have something to suit all levels of budget and support.
Want to talk more about Zoho Analytics?
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