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Clareti are CRM, Zoho and Integration experts. A Zoho Advanced Partner with more than 20 years experince in a range of industry sectors.
Zoho Analytics
Analytics really gets us excited. Its capabilities are immense. At a basic level it provides extensive reporting capabilities; complementing and extending the excellent reporting that is already available within the individual Zoho applications. At its limits it is a comprehensive data analysis, data mining and BI tool that will be able to provide any report that you require across any database application that you can access.
Imagine bringing all your data together in one platform and designing company dashboards for each department, rolled up into a corporate one and emailed to senior staff each week giving them the ability to drill down and analyse the data themselves if they want.
Clareti have experts (no data wizards!) that can make this a reality for you saving time and resources producing reports and manipulating data in spreadsheets. It is Clareti’s go-to reporting application due to its flexibility and feature set in order to create client reports and dashboards.

Connect
Analytics starts with linking it to the database of interest. Whether it is a spreadsheet, web-based database or one of the Zoho applications all the data is synced into a workspace within Analytics. When syncing one of the Zoho applications such as CRM a complete set of reports and dashboards are automatically compiled which are a massive aid to the understanding of what is possible with Analytics and that are incredibly useful in running your business.
- Connect and blend data from 500+ data sources.
- Import or connect live to data from files & feeds, business apps, databases, data lakes, and data warehouses.
- Build custom connectors with our no-code builder to integrate custom apps.

Process
In order to analyse your data it can be necessary to ‘process it in order to either enhance or correct it to ensure data integrity and quality. Zoho Dataprep which comes bundled with Zoho Analytics allows you to do this with a visual builder for data pipelines and a built-in AI engine to transform data in over 250 ways including data clustering and deduplication
Visualise
Once this initial data is uploaded into Analytics the drag and drop interface (with extensive more complex analysis techniques) comes into play and it is straightforward to produce a wide range or report types and tables. Clareti often helps their clients with these more advanced reports and can produce a whole suite of MI reports for a company which are instantly updated and emailed weekly to both Zoho users and non-users.

Collaborate
In our view one of the most useful aspects of Zoho Analytics is the ability to display any report or dashboard back into its own tab within CRM. Thus ordinary CRM users have access to drill down into any chart or dashboard. Remember also that each CRM usre will only be able to see the data that their Zoho CRM profile allows them to see thus only showing southern region data to the southern region team for instance. Quarter-on-quarter growth by client, forecasting ahead business, identifying outliers and anomalies, geographical distribution of clients, these are all possible and more.
We have just scratched the surface of what Zoho Analytics offers. Just contact us for a quick overview and demo. We also know you’ll like the price. It’s insanely good value.
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