Growing your business requires having the right customer relationship management data sources - and data stack, to track and gauge your sales leads, improve customer service, and build a sustainable business strategy.
Zoho CRM is a great tool for exactly that and you’re probably already have it in place, perhaps even in combination with other CRM software-as-a-service providers, but do you have the right data stack to make the most sense of all your CRM data in the shortest amount of time?
Well now you do, with Panoply.
Panoply empowers Sales, Customer Relationship Management and Customer Success teams to add and combine all their CRM data into one smart data warehouse - on their own in minutes, without help from IT. With Panoply’s new integration with Zoho CRM, Zoho CRM data is instantly rendered into simple tables for immediate querying with a built-in SQL workbench and can be seamlessly connected to any BI visualization tool with Panoply. Anyone at your company will now be able to access Zoho CRM leads, accounts, as well as contact data and combine it with any other data sources they need for a 360 degree view of your customers.
Why would you want to combine CRM and other types of data? For example, you could combine digital marketing (think Facebook / Instagram ads) and eCommerce data (think Salesforce or Zoho CRM) to get insights about which product/service upsells the most to a certain target audience.
How to connect Panoply to Zoho CRM
The Zoho CRM analytics data now be an available data source in Panoply’s easy-to-use web app. With Panoply, adding data sources is fast and simple, you can do on your own in just a few clicks without any coding. All you need to do is provide your credentials and choose the type of data you want to pull from Zoho CRM, such as leads, accounts, and contacts.
For information on how to add Zoho CRM data into Panoply, see our Docs.
Why you need a data stack for CRM data analytics
Read more to get tips on how CRM customer intelligence is enhancing work at Panoply’s client, Xoi Technologies, helping them scale and do day-to-day business far more efficiently.
Learn more about how Panoply’s analytics stack has made analyzing CRM data, ad metrics collection and analysis so simple anyone can do it.
Search all of our data source integrations and BI tool connectors.