CRM Reports

CRM Reports


It's important to know where your leads are coming from. It's equally important to know whether those leads are being converted into successful deals to contribute to your brand's progress.  
 
For all those who have integrated Zoho CRM to their Zoho Social, there are built-in reports to track three variables -  Leads and Contacts created,  network potentials, and  revenue generated from the Leads and Contacts who interacted with you on social media. This is available as a feature called  CRM Reports. You can track how your brand is performing by checking which social channel is helping you generate the maximum amount of revenue.
 
To view CRM Reports, you will first need to integrate Zoho Social with your Zoho CRM account. When generating leads, you will have the option to add them as either CRM Leads or CRM Contacts.

  • Leads are the Connections who have provided their contact information and have the potential to be converted into CRM Contacts.
  • Contacts are the Leads that you have already contacted and have ongoing interactions with.


Track Leads and Contacts

  1. Go to the Reports tab on the home page
  2. Select CRM under Standard Reports

    a. The first thing you'll see is the Leads Created tab. You can view details such as Day, Lead Name, Lead Owner, and Lead Source.
    b. The Contacts Created tab will show you details of your CRM Contacts.

  3. Click the Lead Source filter in the top-right corner of the report to view which social channels your Leads and Contacts were generated from.
Data for Leads generated through social media interactions on Facebook and Twitter are available on CRM Reports.

Track Potentials

These are the sales windows that you need to keep an eye out for. Potentials refer to the number of sales opportunities or deals made from your CRM Contacts. Track the value of your sales potentials here:
  1. Go to Reports on the left panel.
  2. Select CRM under Standard Reports.
  3. Click Potentials. 

Potentials: open, won, and lost

Open Potentials: Number of sales deals that are still pending and can be either won or lost.
Won Potentials: Number of sales deals successfully closed.
Lost Potentials: Number of sales deals lost, or failed to be closed 

Here's what you'll find when you click on Potentials

  • The table lists Potential Names along with other details such as Potential Owner, Lead Source, Contact Name, Closing Date, Probability, Stage, and Amount.
  • You can view information about Potentials from your CRM that are associated with your Zoho Social Connections.
  • Clicking on a Potential or a Contact will open their record in Zoho CRM.
  • Click the Lead Source filter in the top-right corner of the report to view which social channels your Potentials were generated from.
  • Check the status of Potentials by selecting Stage in the top-right corner of the report. The dropdown menu allows you to filter for Open, Closed, and Lost Potentials.


Track Revenue Generation

Revenue refers to the number of opportunities or sales deals you have won successfully. In other words, Potentials that have generated Revenue. To track this, perform the following steps:
  1. Go to Reports on the left panel.
  2. Select CRM under Standard Reports.
  3. Click Revenue($).

    a. A table will appear listing Potential Names along with other details such as Potential Owner, Lead Source, Contact Name, Closing Date, Probability, Stage and Amount.
    b. The Amount column shows you the Revenue earned from a successful sales deal.

  4. Click Lead Source filter located in the top-right corner of the report to view which social channels your revenue was generated from.

There are three important tabs in the top-right of CRM reports to filter columns of Leads Created, Contacts Created, Potentials, and Revenue ($): 
  • The Calendar button has multiple time-frame filter options. View reports for the Current Week, Last Week, Current Month, Last Month, Last 7 days, Last 15 days, and Last 30 days.
  • Choose whether to Email the report to your colleagues.
  • You can also Export the report and save it as a CSV file.

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