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Analyze This!
Updated September 21, 2021

Analyze This!

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

Standard

Overall Satisfaction with Zoho Analytics (formerly Zoho Reports)

Zoho Analytics (formerly Zoho Reports) currently being used by department managers and higher for big picture view of our sales and plumbing part of the business. Direct Reports who access Zoho Analytics (formerly Zoho Reports) are limited to our Sales Team for comparative information and their own stats. No other direct reports use or have access as their KPI's are metered in our phone software (for phone reps).
  • Compile data in a more 'readable' fashion for ease of absorption
  • Merges well with Salesforce
  • The ease of customization is heavily dependent upon Zoho Analytics (formerly Zoho Reports) support.
  • Not easily manageable if you are not experienced with higher-end filtering and cross-reference objects
It was not so much that we 'selected Zoho Analytics (formerly Zoho Reports)' as it was 'Salesforce is garbage out of the box. How can we make the proclaimed 'best CRM on the market' actually work", which lead us to Zoho Analytics (formerly Zoho Reports) through a complicated series of attrition exercises? As far as other options that function the same way, we are unaware of other options that we may have used in the past to compare.
Salesforce Maps (formerly MapAnything)
Zoho Analytics (formerly Zoho Reports) is way easier to view, read, and interpret data from Salesforce once Zoho's integration is set up. Cross Object functionality of reporting and view-ability of the information is a lot cleaner in Zoho Analytics (formerly Zoho Reports) than trying to fumble through Salesforce to project and read the same information. It is a lot easier to find what you're looking for in Zoho Analytics (formerly Zoho Reports), once the connection is established.

Zoho Analytics Feature Ratings

BI Platform ()
Not Rated
Supported Data Sources ()
Not Rated
5.0
Pixel Perfect reports
Not Rated
Customizable dashboards
5
6.3
Drill-down analysis
7
Formatting capabilities
4
Report sharing and collaboration
8
Not Rated
Publish to Web
Not Rated
Publish to PDF
Not Rated
Report Delivery Scheduling
Not Rated
Not Rated
Pre-built visualization formats (heatmaps, scatter plots etc.)
Not Rated
Location Analytics / Geographic Visualization
Not Rated
Predictive Analytics
Not Rated
8.0
Multi-User Support (named login)
8
Multiple Access Permission Levels (Create, Read, Delete)
8
Single Sign-On (SSO)
Not Rated
Not Rated
Responsive Design for Web Access
Not Rated
Mobile Application
Not Rated
Dashboard / Report / Visualization Interactivity on Mobile
Not Rated
Not Rated
REST API
Not Rated
iFrames
Not Rated

Using Zoho Analytics (formerly Zoho Reports)

3 - CEO/President, Branch Manager and Sales Manager are their respective titles. The use of Zoho for us has been to display data in a visual way to comprehend meaning easier.
1 - In our use-case, you have to have a solid understanding of objects, fields and field relationships as they pertain to Salesforce and how Zoho needs to read those objects/fields to then showcase your data. Its almost like having to run 2 CRM systems to visualize the data from one.
  • Visualize Data
  • Interpret that visualized data
  • Make comparative choices and decisions against the visualized data
  • Audit projected data against QB/Accounting data.
  • Making it a lot easier to SEE information that is contained within Salesforce
  • Unknown at the moment. The ONLY reason we use it is because Salesforce's native ability to show/share/compare data sets is pathetic.
We have to renew because Salesforce is forever going to be a dog to do the job it is intended for. I don't want to use 3rd party anything for Salesforce, but unbeknownst to us at the item of Salesforce purchase, that's the business model.