Case Studies » Integrated Zoho Solutions » Zoho Integration - Get Accurate Online Sales Reports
CRM Asia Solutions is a Zoho Partner and provides consulting and implementation services for a full suite of on demand CRM and other online business tools. We use the tools we sell and thought an internal project we did to publish reports online to improve online sales reporting and collaboration would make a good case study!
The challenge was to develop a set of online sales reports using Zoho Reports to help senior management and directors analyse company sales figures and improve business intelligence.
The major aims were to:
Implementation of Zoho Reports Business Intelligence application.
Integration of Zoho CRM data to Zoho Reports.
Publishing reports, charts and dashboards from Zoho Reports to Zoho Wiki
Analysis and planning phase.
A review was carried out on the use of Zoho CRM and, in particular, the data currently maintained and provide advice on the further use of mandatory fields in order to improve data consistency and also give advice on the introduction of new data fields.
The implementation steps included:
Result & Benefits
The result of the sales reporting development using Zoho Reports and Zoho Wiki included a number of tangible benefits:
For more information on how we can help you with your online sales reports, please contact us here or send an email at sales @ crmasiasolutions.com