zoho analytics implementation support and guidance

Full Zoho Analytics Set Up: Do More With Your Business Data

As a small or micro business owner, you want to put your money where there will be resources to show for it. Spending in a plaster-the-wall-and-see-what-sticks way isn’t exactly your thing.

This is one reason you’d be more inclined toward making data-driven decisions. Data-driven decisions are the best for small or micro business owners because they can leverage the insights from such data to make decisions that will generate the right results for their marketing efforts

You don’t want to keep a blog just because every other business keeps one. You want leads that align with your ideal customer profile and are likely to convert. You can get these and more when you leverage important data that analytic apps like Zoho Analytics make available to you.

In this piece, we will walk you through everything you need to get started on setting up the Zoho Analytics app to tap into the data that matter.

Have you used and abandoned Zoho Analytics? Or, perhaps you currently use Zoho but believe you’re not getting the best from your tech stack… Are you seriously considering getting an analytics tool and confused about which to pick? Read on to learn why Zoho Analytics is the best for your business type, size, and goals.

What is Zoho Analytics?

Zoho Analytics is a one-of-its-kind analytic tool that gives you access to data and allows you to convert such data to useful insights.

You can do several things with Zoho Analytics, from connecting and uniforming your data across multiple platforms, to cleaning and preparing the data using augmented features, to analyzing the data using AI-assisted technology.

Zoho Analytics’ features are all under the umbrella of connect, prepare, analyze, visualize, collaborate, and build. It combines business intelligence software, analytic features, and intuitive dashboards to deliver the best experience to you.

The Features and Functions of the Zoho Analytics App

Zoho Analytics is a tool that has multiple features designed to help you collect data that matter from across several sources. Through these data, you can gain insights into how your inbound marketing campaigns are performing, your traffic acquisition channels, and what content distribution channels are working best for your company. The features of the Zoho Analytics app include:

Data Integration

The Zoho Analytics data integration feature allows you to collect data from close to 300 sources. This is a robust data integration pool of custom apps, business apps, data files, databases, and other data connectors.

You can build your Zoho Analytics stack of connectors to include marketing analytics connectors like Zoho Campaigns and Google Analytics; sales analytics connectors like Zoho CRM and Salesforce CRM; and eCommerce analytics connectors like Woocommerce and Shopify.

Although you’d most likely not use all these Zoho Analytics stack, it’s best to work with an expert Zoho Partner like FBurg CRM for your Zoho Analytics setup. That way, you’ll get an analytics stack based on your business size, goals, and industry.

Data Preparation and Management

Scaling your business is not necessarily about doubling or tripling your customer base. When you focus on getting high-ticket clients and delighting those customers to become recurring customers, you will successfully grow and expand your business.

The deal management function of the Zoho CRM allows you to fully customize your business’s sales processes, learn vital information useful for up-selling and cross-selling your customers, create unique sales processes, and tap into insights from past deals to uncover new opportunities for sales.

Unified Business Insights

Zoho Analytics allows you to pool together resources from your various departments on the same platform, thus allowing for real-time collaboration between your teams.

You can collect insightful data from your Google Analytics and Google Search Console in your Zoho Analytics to know which of your webpages are converting the highest number of leads. This allows you to get deep insights into the performance of your inbound marketing efforts and what you need to optimize. Some functions of the unified business insights feature include:

Augmented Analytics

You can leverage the latest technological breakthroughs when analyzing your business data using Zoho Analytics. You can leverage the power of artificial intelligence, machine learning, and natural language processing to get intuitive insights from your data. The functions available through the Zoho augmented analytics feature are:

Visual Analysis

Zoho Analytics grants you access to a variety of visualization tools to better analyze your data. These tools include the drag-and-drop report creation function, tabbed dashboards, dynamic and interactive visuals, geo-visualization, and image visualization.

With the visualization feature of Zoho Analytics, you can make more sense of your data and better tap into useful insights to help you make data-driven decisions for your business.

Collaborative Analytics

Zoho Analytics allows cross-functional and multi-team collaboration – in real-time. This allows you to deploy pervasive business intelligence in your company.

You can share your reports from your Zoho Analytics account among team members, manage the type of access people have to your shared reports, enable commenting for real-time collaboration, publish your reports and share with others even if they don’t have login access to your account, among other amazing features.

Data Storytelling

Data is almost meaningless until you’ve identified a contextual narrative that will inform your decisions. Thanks to the data storytelling feature of the Zoho Analytics platform, you can transform your data into powerful and insightful stories for swift and immediate actions. 

Zoho Show, an integration of Zoho Analytics, allows you to create interactive slideshows based on your data. You can also create analytics portals through Zoho Sites for your team to analyze data using visualization features.

Mobile Apps

Zoho Analytics has apps for your Android and iOS mobile devices. There’s the dashboard app and the Business Intelligence (BI) app.

Embedded Business Intelligence (BI)

Based on the size of your business, the size of data you pool in, and your business goals, you can decide to create your personal analytics portal and embed a full BI platform into your website and apps.

Sales Enablement

Zoho CRM also gives you access to several sales tools to empower your sales team with all they need to drive results that align with your business goals. If you want to generate leads consistently and easily close deals, you need the sales enablement tools Zoho CRM provides you with.

You can integrate Zoho Meeting, Google Workspace, Office 365, and create personalized portals.

User-specific Deployments

You can choose to deploy the Zoho Analytics app based on your business needs and business type. The options available to you include the Zoho Analytics cloud, saving up data in your own servers, Amazon Web Services, Microsoft Azure, and Google Cloud.

Why Do You Need Zoho Analytics For Your Business?

Your business needs Zoho Analytics because data-driven decisions will always do better than guesses. How well has your business been performing? Aren’t you tired of investing in marketing efforts without clear-cut information on how successful your investments are?

  • Zoho Analytics allows you to collate data from all your marketing, sales, and customer service efforts and analyze those data to identify trends, discover opportunities, and find leverage.
  • Zoho Analytics also allows for business-specific personalization, including AI-supported and automated data cleansing features that will save your staff time. With Zoho Analytics, you need not spend hours trying to clean and transform your data.
  • The Zoho Analytics platform is a user-friendly platform with an excellent user interface. It’s designed to meet the needs of tech-savvy and non-tech-savvy business owners alike. You need not know how to code to use the platform effectively.
  • Zoho Analytics has several collaboration features and a wide array of integration features that will give you a holistic experience and allow you to modernize your business, with real-time collaborations, file-sharing features, personalized portals, and machine-learning-supported insights for forecasts.
  • You can strengthen your inbound lead generation strategy by leveraging the Zoho Analytics platform. Through Zoho Analytics, you can identify your best traffic sources, and your best lead generation channels, and also visualize your customer journey map.
  • Data breaches are a valid concern for business like yours. Using Zoho Analytics guarantees you the security of your data, all thanks to Zoho’s robust data security and Zoho Security Practices.

There are also various roles through which you can control people’s access to data within your Zoho Analytics account.

What Are The Competitors of Zoho Analytics?

Zoho Analytics has competitors such as Microsoft Power BI, Qlik Sense, Tableau Desktop, Google Looker, Sisense Fusion Analytics, and IBM Cognos Analytics.

Of all these apps, Zoho Analytics is a non-pricey, multi-option, user-friendly platform that has consistently been rated better than others in deployment, integration, service and support, evaluation, and ease of reaching ROI.

Zoho also offers the most robust third-party integration pool, thus allowing you to bring in your data from multiple sources without having to waste time navigating between apps and platforms.

That way, you can have all your data collected in one place and gain easier, less-confusing access to them.

Why choose FBurg CRM for your Zoho Analytics implementation, support and guidance?

There are many Zoho partner agencies out there, and some will make unrealistic promises to you. As you browse the pages of some of these partners, you’d be able to tell that they’re more concerned about how many clients they can bring in than how well they can set up their clients for success.

FBurg CRM is different, and here are the things that stand us out from others:

Customer-focused services​

Our mission at FBurg CRM is to understand your business goals and create an ecosystem that allows you to pursue those goals effectively and generate the desired results for your business.

Expertise laced with experience​

We have both the expertise and experience to help you create what works, having worked with hundreds of small- and medium-sized businesses. At FBurg CRM, our services are not limited to helping you utilize the functions and features of the Zoho Analytics app.

Result-focused and personalized set up and configuration

We will go over and beyond to create processes that will help you leverage the software and configure it in a way that will help you get the best out of it based on what you need to succeed as a business in your industry.

The thing is, Zoho has a plethora of features, and not all businesses need all the features of Zoho Analytics. At FBurg CRM, we will help you tap into the features that will help you achieve your desired results quickly and repeatedly drive success for you.

If you had previously hired a Zoho partner agency to configure your Zoho Analytics account but the setup is not driving you the results you need and you believe you can get more from the platform than what they did for you, FBurg CRM can help you clean up your Zoho Analytics dashboard and reconfigure it so the product works in a way that aligns with your business goals.

Continued Customer Support

At FBurg CRM, we walk the talk. We value customer relationships and you can rest assured that our team will be there to support you and help you take advantage of the latest Zoho Analytics features for your business success.

Extensive competitor migration

We also offer extensive competitor migration from pricey third-party software you currently use to the Zoho Analytics alternative, such as migrating from HubSpot Sales Hub to Zoho CRM or Freshbooks to Zoho Books.

A smooth onboarding process

FBurg CRM is not just concerned about helping you set up your Zoho Analytics account. We will also give you an onboarding tailored toward your team’s strengths and expertise.

This onboarding will allow you and your team members to understand how to use leverage the personalized setup we made for you for your business’ success.

You can delve into the world of Zoho Analytics and try to make sense of it yourself. However, getting a certified Zoho partner with years of experience on board will help you get the best Zoho Analytics plan based on your business size, plans, data size, and goals.

Beyond selecting the best plan, it will also get you the setup and configuration that will help you generate meaningful results and ROI for your sales and marketing efforts.

Ready? Reach out to our team of Zoho experts now to get started with the first step!