You know how powerful Zoho CRM can be for your business and your sales team. It is an industry-leading multi-channel CRM with the ability to pull crucial customer information you need at the click of a button. Or even by voice request to Zia, the Zoho AI assistant. You also know how much you can learn from data visualization and sales mapping tools.
But can you combine all of it? Yes!
Level up your sales data by integrating your Zoho CRM with one of the most powerful options for Zoho sales data mapping. In this article, we’ll break down why you should be using data visualization to bring your sales data to life. As well as several of the top options available in the industry to do just that.
What Exactly Is Data Visualization?
Data visualization takes a massive amount of sales data that is usually presented in complicated line-item reports and spreadsheets and transforms it. It becomes visual representations and interactive maps that are much easier for the brain to accurately and effectively digest. It is also referred to as sales mapping.
The human brain processes information presented in pictures, maps, and videos much faster than in raw numerical data. Studies have pinpointed that out of all the information transmitted to our brains, 90 percent of the information is visual. By implementing the use of data visualization at the management level and the sales rep level, you can drastically increase efficiency and accountability at both levels.
By using effective sales mapping software you can help improve the efficiency and productivity of your sales team, decrease errors in the data reported, and more easily pinpoint new opportunities that should be capitalized on. It is a lot easier to look at an interactive sales funnel and quickly see where your sales reps should focus more of their time and energy to capitalize on opportunities that may be being missed. Data visualization as a whole will help you and your team better execute across the board and increase overall profit.
“The idea is to go from numbers to information to understanding –
Swedish statistician, Hans Rosling”
Zoho CRM + Data Visualization & Sales Mapping
Data visualization, used in conjunction with Zoho CRM, bridges the gap between sales productivity and opportunity mapping. There are many ways a sales team can benefit from data visualization of your Zoho CRM data. Some of them being: an increased ability to quickly map out opportunities, create better sales team alignment, and increased accountability of your sales reps.
There are several valuable options of software that can easily integrate with Zoho Sales CRM data and be used for data visualization. These integrations will provide a way to accomplish Zoho sales data mapping and combine your CRM and data visualization to create an extremely profitable duo.
Let’s take a look at just some of the data visualization options available to enhance your Zoho CRM data.
Data Visualization & Sales Mapping Software Integrations
Source: Zoho Analytics
If you are used to the ease-of-use within your Zoho Sales CRM, it’s only natural to implement another robust tool from the Zoho family known as Zoho Analytics. This analytics tool transforms your number-driven data into visually appealing charts and graphs. Analyzing data in this way will help you confidently make the right decisions in less time.
You can easily create insightful reports and dashboards that are easy to digest and understand by using the drag and drop interface. There is a variety of charts, pivot tables, widgets, and tabular view components available to utilize.
One of the best features of Zoho Analytics is the ability to share reports and dashboards with your colleagues and collaborate in real-time. What your colleagues or clients can see and do with any reports you share with them is also totally in your control. You also can get more insight into your business by combining data from several different sources to create cross-functional reports. For example, pull data from your sales CRM (Zoho CRM) along with your helpdesk (Zendesk) data to easily create a “Sales vs. # Of Tickets Raised” visual report.
With Zoho Analytics you can see an average of 40% increase in productivity and a 33% increase in revenue.
Map My Customers
Source: Map My Customers
We may be a little biased, but another outstanding integration with your Zoho CRM is Map My Customers. This industry-leading territory mapping, routing, and data visualization software provides the mapping and productivity tools you need to drastically improve field sales efforts. Resulting in a better bottom line for your company.
One of the key features of utilizing Map My Customers and your Zoho CRM together is opportunity and territory visualization. You can strategically breakdown your sales team's accounts by color-coding all of the accounts and contacts in Zoho. This can be done by prospect versus client, industry segments, and more. Also, quickly distribute Zoho leads to any of your sales reps based on the geographic territories that are easily defined in Map My Customers.
Map My Customers also allows you to supercharge your team’s efficiency by utilizing Smart Routing. Used in conjunction with Zoho, Map My Customers enables your reps to plan optimized routes ahead of time with your Zoho contacts and prospects and visit more customers in less time. Smart Routing saves outside sales reps an average of 30% in windshield time. That’s more time available to close more deals.
You can also enjoy more accurate sales funnel visualization with the use of the Zoho CRM and Map My Customers. By utilizing sales data from your Zoho CRM, you can view a visually rich and interactive sales funnel that allows you to capitalize on opportunities and shift more focus to where it is needed most.
Through this custom integration, one-way and two-way sync is available. You can either import all of your Zoho customer data and CRM updates into Map My Customers, or sync the customer data and updates back and forth seamlessly between both platforms. You can sync contacts, accounts, activities, custom fields, custom tables, and notes.
Source: BI App
Another great data visualization tool that fully utilizes the power of business intelligence is BI App. With BI App, connecting all of your vital business data can be easier than ever before. It allows you to instantly use your data efficiently and confidently.
This software only takes 3 minutes to install and connect to your Zoho CRM and as soon as it is connected you can start visualizing your sales data. Also, the mobile version of the BI App is available for both Apple and Android phones.
BI App allows you to utilize multiple chart styles, set your notification settings based on target key performance indicators (KPIs), and receive instant notifications to both your desktop and mobile versions. These alerts keep you informed of any changes in KPIs and reporting that you want to monitor closely. You can also share crucial KPI info with your sales team instantly.
All of the core sales and financial KPIs are already built into BI App and ready to use immediately. You just set and display the indicators you need and can get instant data for any given period you decide. Optimize your sales management abilities through a clear and intuitive dashboard.
Our final data visualization software we’ll touch on today is Tableau. Tableau is a robust data analytics and sales visualization platform that can be run on your desktop, cloud, or customer servers. It is powered by leading business intelligence software that will help you and your sales team visualize and understand your sales data. Using this data you can capitalize on opportunities and grow your profitability.
By utilizing Tableau’s intuitive drag and drop features, you don’t need to know how to do any programming to create interactive graphs, charts, dashboards, and worksheets to gain business insights. Tableau’s platform is 10 to 100x faster than existing data visualization solutions.
For richer insight, you can combine multiple data views with the best data visualization practices built right into the Tableau platform. All of the data is updated in real-time and you can get automatic updates on a schedule you predefine. You can also publish a visually appealing dashboard with just a few clicks to share it live on mobile devices and the web.
Integrating your Zoho CRM data with Tableau is best achieved by loading the Zoho CRM data to a database or cloud data warehouse using a tool like Skyvia. Then connecting Tableau to this database to analyze and visualize the data. By using Skyvia, you can easily load Zoho CRM data (including accounts, opportunities, leads, contacts, etc. ) to a cloud data warehouse or database of your choice.
Visualize Your Field Data & Increase Profitability
As you can see, by deploying a sales mapping software in conjunction with your Zoho Sales CRM you can capitalize on opportunities that may have otherwise gotten lost in the numbers of regular line-item sales data. Give your sales team a leg up by putting the data into visually appealing reports and maps that are much easier to comprehend and implement.
As human beings, we comprehend visual data much more effectively. As a sales manager, setting yourself and your sales rep up for increased profitability, efficiency, and accountability is a no-brainer. Boost the power of your CRM with one of these data visualization software options above and take your company’s success to the next level.
With the Map My Customers integration with Zoho CRM, you can visualize your data and pinpoint opportunities and deals in the field. Our advanced sales mapping capabilities allow you to transform your sales data through territory sales routing, account snapshots, and auto check-ins (just to name a few).
Lead your team down the path of data-driven decisions moving forward. We’re here to help. Start your Zoho and Map My Customers integration today with a 14-day free trial and get ahead of your competition.
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