Zoho CRM

Quantive OKRs comes with out-of-the-box insights for Zoho CRM that you can install with a few clicks. Here's how the Zoho integration works.

Neli Ivanova avatar
Written by Neli Ivanova
Updated over a week ago

Quantive comes with following out-of-the-box insights for popular CRM Zoho CRM.

Insights

  • Zoho CRM lead sources
    Performance of lead sources by size

  • Zoho CRM stages
    Summary of pipeline stages - total deals in each stage and the total value of all deals in the stage

  • Zoho CRM open potentials
    Total number, value, average potential amount. Summary of open potentials by their probability of closing.

  • Zoho CRM bookings
    Bookigns in Zoho CRM

  • Zoho CRM lost potentials
    Lost potentials in Zoho CRM

  • Zoho CRM lead source contribution to Sales
    Summary of how lead sources contribute to won potentials

  • Zoho CRM top 5 accounts
    Top 5 accounts in Zoho CRM by won potentials

  • Open potentials as Bubble
    Correlation between probability, days in pipeline, deal size and stage

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