Zoho Analytics, take your lead + deal data further
December 20, 2021

Zoho Analytics, take your lead + deal data further

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Professional Plus

Overall Satisfaction with Zoho Analytics (formerly Zoho Reports)

We utilize Zoho Analytics to better understand our lead, organization, and sales data. While each has its own analytics that can be tracked separately, bringing the data together is what Zoho Analytics is best for.

Pros

  • Imports data from multiple external data sources
  • view data in a visually appealing manner
  • compare various datapoints from different sources.

Cons

  • Syncing issues with external sources
  • ability to compare data by date
  • We have been able to better measure, and as a result improve, our lead spend on Google, Facebook, Yelp, and others
  • We can study lead gen sources when their own platform is very limited, (like yelp)
  • we can better understand sales lengths and timelines
It is not the easiest to use as a 'drag and drop tool. If you have any no/low code app experience, you will be able to figure out the nuances of Zoho analytics. We did not use the automated insights very helpful because our main use case was combining the various data sources. You do this in custom dashboard building, not in automated insights.
Integrating several data sources is what lets Zoho analytics down. It is more a fault of the 'bolt on' aspect as these issues come to the database creation. If you were able to better relate data from different sources, the end result in analytics would be much more scalable. By having a more robust multiple data source system, including things like better comparison over dates, being able to tie in different data - Zoho analytics would be much more usable. The "AI-based statistical analysis" seems to be more of a buzzword at the moment, I didn't see anything much when I use it.
Because Zoho Analytics is an interface that sits on top of the data, it is limited to what it can perform. It is however a good product for the right use case. In our case, data is CRM - facebook ads data, google ads data, and a few other sources. This is the same issue that Google Data Studio suffers from. However, if you are using Zoho CRM - that data is better accessed with Zoho Analytics. Airtable is a much more complex but capable system and reviewing data. as it is the database + the analytics

Do you think Zoho Analytics delivers good value for the price?

Yes

Are you happy with Zoho Analytics's feature set?

Yes

Did Zoho Analytics live up to sales and marketing promises?

Yes

Did implementation of Zoho Analytics go as expected?

Yes

Would you buy Zoho Analytics again?

Yes

Zoho Analytics is great if you are using Zoho CRM. If you are not using Zoho CRM, I'm not sure if Zoho analytics is the best tool to use. We use (and need data from), Facebook Ads, Google Ads, CRM lead data, CRM sales data. If you can figure out how to link the data from various sources, Zoho analytics is great for comparing it. In our case, we used things like lead source and geographic data from our CRM to tie it to the other data sources. To use google ads as an example: If you were just using google ads analytics you would see [spending] to 'conversion'. 'conversion' in googles case is a lead. When you combine this data with Zoho analytics, you can see [spending] to 'sale'. Sale is using CRM data to see the date and amount of the sale. Allowing you to better utilize your lead spend.o further than things like the analytics offered by google ads. You can see sales by google We have tried Google Data Studio previously, and this might be better for non-Zoho CRM users.

Zoho Analytics Feature Ratings

Pixel Perfect reports
Not Rated
Customizable dashboards
9
Drill-down analysis
8
Formatting capabilities
8
Report sharing and collaboration
8
Publish to Web
Not Rated
Publish to PDF
Not Rated
Report Delivery Scheduling
Not Rated
Pre-built visualization formats (heatmaps, scatter plots etc.)
Not Rated
Location Analytics / Geographic Visualization
Not Rated
Predictive Analytics
Not Rated
Multi-User Support (named login)
8
Role-Based Security Model
9
Multiple Access Permission Levels (Create, Read, Delete)
9
Single Sign-On (SSO)
Not Rated
Responsive Design for Web Access
Not Rated
Mobile Application
Not Rated
Dashboard / Report / Visualization Interactivity on Mobile
Not Rated
REST API
Not Rated
iFrames
Not Rated

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