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The CRM Zen Show Episode 165 – Cobras, Cats & Campaigns

Zoho News

Implementation of the Week

  • Zoho CRM Deal Fall-off Reporting via Zoho Analytics
    • Zoho Analytics Connector pulls in default Zoho CRM Deal Stage History 
    • This raw data can be used to calculate stage velocity values, but not data around specific stage falloff
    • In this case, an analytics query table was built to pull, for each Deal, the stage that came directly before the current stage
    • This allows us to run reports on the specific stage a Deal was in before being moved to Closed Lost, to identify weak-points in a sales funnel

This Weeks Read

New Blogs, Videos, and Resource Guides

Application / Plug-In of the Week

  • Customer Insights for Zoho Desk
    • Key Features:
      • View the total number of open, on-hold, and closed tickets for the contact.
      • View the overall happiness rating score and the percentage of good, neutral, and bad ratings.
      • See average response, average first response, and average resolution time for the contact.

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