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What is ZohoCRM?

ZohoCRM is a comprehensive customer relationship management (CRM) platform designed for large enterprises. By streamlining sales, marketing, and customer support processes, ZohoCRM enables businesses to effectively manage their customer interactions and drive growth. With its robust features, ZohoCRM helps enterprises to improve customer retention, increase sales productivity, and gain valuable insights into customer behavior.

What is Power BI?

Power BI is a powerful business intelligence (BI) and data visualization tool that helps large enterprises make data-driven decisions. By connecting to various data sources and transforming raw data into meaningful insights, Power BI allows businesses to create interactive dashboards and reports. With its user-friendly interface and advanced analytics capabilities, Power BI enables decision-makers to easily visualize and analyze complex data, identify trends, and uncover hidden patterns in their marketing, sales, and customer data.

Connecting ZohoCRM to Power BI

Connecting ZohoCRM to Power BI can be achieved through several methods:

  • Using Power BI's native connector for ZohoCRM. This method allows you to establish a direct connection between ZohoCRM and Power BI, enabling seamless data synchronization and visualization.
  • Exporting ZohoCRM data into a CSV or Excel file and importing it into Power BI. This method requires manual data extraction and transformation, which can be time-consuming and prone to errors.
  • Utilizing third-party connectors or APIs to establish a connection between ZohoCRM and Power BI. These connectors usually offer additional capabilities and customization options, but may require technical expertise to set up and maintain.
  • Using a dedicated data integration platform like Improvado to extract and load data from ZohoCRM to Power BI. This approach automates the entire data pipeline and eliminates the need for manual data extraction, transformation, and loading.

Choosing Improvado over other methods of connecting ZohoCRM to Power BI provides several advantages, including a seamless and efficient data pipeline, customizable data transformations, and high-quality customer support.

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We now rely fully on Improvado for multiple dashboards that we use for day-to-day marketing operations and strategy, as well as for presentations to executive leadership.

Waleed Noury, Senior Media Analyst at Activision
Waleed Noury
Senior Media Analyst
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Connecting ZohoCRM to Power BI with Improvado

Improvado is the ideal solution for connecting ZohoCRM to Power BI, offering a range of benefits that make it stand out among other data integration options. With its advanced data extraction capabilities, Improvado can automatically extract a wide variety of metrics and dimensions from ZohoCRM, which can then be easily loaded into Power BI for analysis and visualization.

Moreover, Improvado's data transformation features allow for customization and normalization of data, ensuring that your ZohoCRM data is presented in a format that's perfectly suited for Power BI’s analytical capabilities. This means you can create more accurate and insightful reports and dashboards, without the need for manual data manipulation.

Improvado also offers exceptional customer support, with a dedicated team of experts available to help you with any issues that may arise during the data integration process. This level of support ensures that you can focus on analyzing and visualizing your ZohoCRM data in Power BI, without worrying about technical difficulties.

Summary of connection ZohoCRM to Power BI

In summary, connecting ZohoCRM to Power BI using Improvado provides a powerful solution for large enterprises looking to centralize their marketing and sales data and gain valuable insights. With Improvado, businesses benefit from a scalable, customizable, and efficient data pipeline that can handle large volumes of data. Additionally, Improvado's high-quality customer support ensures that any challenges are quickly resolved, allowing decision-makers to focus on analyzing and visualizing their ZohoCRM data in Power BI. To explore how Improvado can help your business, book a call with an expert today.

Reliable insights with Improvado

Trusted by the leading data-driven companies, Improvado is an advanced marketing analytics providing businesses with fully automated no-code data pipelines: from data to insights.

  • Reliable data pipeline — automatically get analysis-ready data from hundreds of marketing platforms.
  • Any BI platform — clean and consistent dashboards in Looker Studio, Tableau, and PowerBI.
  • Compliance – HIPAA, GDPR, CCPA, and SOC2 certified, Improvado covers your data pipeline with Enterprise-grade SLA.
  • Best in class Customer Success – dedicated CSMs and Professional Services to build custom data connectors and modify dashboards.
Improvado helps ASUS streamline global marketing reporting.
Illy employs Improvado to unify marketing data from 140 regional branches.
Activision relies fully on Improvado for its marketing dashboard.

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