Really enjoyable videos, nicely explained & informative. I have a query regarding how to identify "new" Contacts vs "existing" Contacts, where a new Contact is one created within the last 90 days. Within Zoho Analytics or Reports I can't find a date filter option to enable selection of Contact records according to their age. Is this possible? Many thanks.
Hi BFC_Clarky! You should be able to use the "Created Time" date value for this use-case. If that isn't available in Analytics, you'll need to add it to the CRM Data Source under the sync settings.
Hi, Thankyou for the quick reply. In response to your suggestion the "Created Time" value relates to Deals rather than Contacts, I require to select on the Contact Created Time value therefore I'll need to make this available. I cannot locate the Sync Settings/CRM Data Source referred to. Can you confirm where the Sync Setting can be found? This may be a permissions issue, although I am an Administrator account within this installation. Thanks once again.
Hi Pierre-Luc Carignan, Yes, you can import multiple organizations into Zoho Analytics as long as they have the same currency type. You select this option as part of the Zoho Books import setup in Zoho Analytics.
Hi Richard, No, it’s a little bit different. The “Analytics” tab in CRM pulls from live current data in the CRM. Zoho Analytics syncs with the CRM periodically, with 3 hours as the minimum sync period. The CRM “Analytics” offer simple, pre-built charts. Zoho Analytics provides much more flexibility in data analysis, as well as custom SQL queries.
Hi Dipam, Tyler answered your question in this week's episode of the CRM Zen Show. Click here to jump to the answer - ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-gJg-plJW3QM.html. Also, here is the link Tyler is referring to - zenatta.com/zoho-apps/analytics/#articles
Hi Phani, We answered your question on this week's episode of the CRM Zen Show. Click here to jump to our answer - ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-XCCZuj1Zzo8.html
I watched it all but I still don't see the value. When is analytics a good option instead of the Normal CRM analytics. Can you give us some real life examples?
Hi Andreas, We answered your question on this week's AZAAZ! Click here to jump to our answer. 🎬 - ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-Vr0z_T08NuM.html#t=45m45s
Hi Sanju, We answered your question in the latest episode of the CRM Zen Show! Click here to jump right to your answer, ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-2WPEbHYQh5A.html
Hi USHA N, Zoho Databridge is a lightweight independent utility that bridges your data source and Zoho Analytics server to enable easy data import. You can learn more about it here: help.zoho.com/portal/en/kb/analytics/user-guide/import-connect-to-data/relational-databases/articles/zoho-databridge
Hi Isaac, Brett & Tyler answered your question on this week’s episode of the CRM Zen Show. 🎬 - ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-b6uhra5WBjI.html#t=32m44s
Hello Zennatta Team, Can I please have some help creating a pivot table giving me contact information (name, email, last contacted) from companies based out of New York. Is there any way you can help? Thank you!!
Hi Nicolas, Brett & Tyler answered your question on this week’s episode of the CRM Zen Show 🎬 - ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-hDk9HcNpdKM.html#t=45m22s
