Activities Analytics for Zoho CRM using Zoho Reports
Keeping track of activities handled by sales reps—the tasks, events, and calls made to prospects—is a crucial aspect of CRM. Every phone conversation, email, and other pre- and post-sale communication is logged in the activities module of the software.
Sales managers and sales reps need insight on activities taking place as a part of the sales process. When you have a lot of data to keep track of, it becomes difficult and time-consuming to gain an overall view. Zoho Reports advanced analytics add-on for Zoho CRM provides you with more than 25 auto-generated reports to analyze activities data, gain insight, and visualize your sales execution in a snap.
In this post, I’ll highlight the essential reports to get the best results out of your CRM Activities data.
Effective Activity Report: By Win Rate
This report shows you how effective an activity is in winning a deal (or) potential. The trend line represents the percentage of deals won each month, along with the associated Tasks, Events, Calls, or combination of these. Sales executives can see at a glance which strategies work best to close deals.
Effective Activities Report: By Won Deals (or) Potentials
This report shows the number of tasks, events, and calls per won deal (or) potential. Sales managers can learn the number of activities each salesperson performed, the efficiency of each activity, and the level of engagement to win the deals.
Hot Deals (or) Potentials (Top 10): By Activities
This report identifies your hottest prospects by analyzing the number of activities associated with them. Spot the deals (or) potentials for whom most activities are happening and align your sales team to get them converted.
Activities Trend by Month
Get a bird’s-eye view of the number of calls, tasks, and events handled by the sales team each month. This report displays the monthly activities trend categorized by each activity type.
Activities for Leads, Contacts, Accounts, and Deals (or) Potentials
This report delivers the total number of activities completed by each salesperson for every module: Leads, Contacts, Accounts, and Deals (or) Potentials. Use this data to assess the workload of your salespeople by the number of activities they deal with.
Average number of activities for winning deals
This report provides you with the average number of activities handled by the sales people and their winning deals. An overview of the activity count and won deals can be derived from this data. See who your top-performing sales people are, and those who perform the fewest activities to win the most deals.
First Response Time vs. Conversion Rate
Identify the impact of first response time over the percentage of won deals. Know the best working times for initial response and boost your conversion rates.This handy report displays the correlation between first response time and conversion rate, categorized by each sales person.
These are just a few hand-picked reports offered by Zoho Reports advanced analytics add-on for Zoho CRM which benefits salespeople and sales managers. There are 25+ reports on activity analytics which you can customize, and you can also create your own reports and dashboards with the easy drag and drop interface. Power up sales analytics with Zoho Reports advanced analytics and close more deals with Zoho CRM.
Learn More about the Zoho CRM Advanced Analytics Add-on
By Mukil Ganesan via Zoho Blog