Connect ZohoCRM to Tableau to Make Data-Driven Decisions

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What is ZohoCRM?

ZohoCRM is a comprehensive customer relationship management platform designed to help large enterprises streamline sales, marketing, and customer support processes. By providing a centralized system for managing leads, contacts, and customer data, ZohoCRM enables organizations to automate workflows, improve collaboration, and make data-driven decisions, resulting in increased productivity, customer satisfaction, and revenue growth.

What is Tableau?

Tableau is a powerful data visualization and business intelligence tool that helps large enterprises analyze and understand their data. With its user-friendly interface, Tableau enables decision-makers to create interactive and shareable dashboards, providing insights into sales, marketing, and other business operations. By leveraging Tableau, organizations can gain a deeper understanding of their data, identify trends and opportunities, and make informed decisions to drive business success.

Connecting ZohoCRM to Tableau

Connecting ZohoCRM to Tableau can be accomplished in various ways:

  • Using ZohoCRM's built-in integration with Tableau, which allows users to visualize ZohoCRM data directly within the Tableau platform.
  • Exporting ZohoCRM data in a CSV format and then importing it into Tableau for analysis.
  • Utilizing a third-party data connector for Tableau ZohoCRM to establish a seamless connection between the two platforms.
  • Developing a custom integration using ZohoCRM's API to extract data from ZohoCRM and load it into Tableau.
  • Choosing Improvado as a comprehensive solution for connecting ZohoCRM to Tableau, providing a complete data pipeline from data extraction through data transformation and normalization, to data visualization.

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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 Tableau with Improvado

Improvado is the best solution to connect ZohoCRM to Tableau, offering several advantages over other methods. By using Improvado, large enterprises can benefit from a scalable and customizable solution, specifically designed to handle large volumes of data. Improvado's platform automates the process of extracting metrics and dimensions from ZohoCRM, transforming and normalizing the data, and loading it into Tableau for seamless visualization and analysis.

Additionally, Improvado's expert customer support team is always available to provide assistance and guidance, ensuring a smooth and efficient integration process. By centralizing marketing and sales data, Improvado enables organizations to gain a holistic view of their operations, fostering data-driven decision-making and business growth.

Summary of connection ZohoCRM to Tableau

In summary, connecting ZohoCRM and Tableau is an essential step for large enterprises seeking to optimize their marketing, sales, and customer support processes. Improvado offers a comprehensive solution that streamlines data extraction, transformation, and visualization, making it the ideal choice for organizations looking to analyze and understand their ZohoCRM data. With its scalability, customization, high-quality customer support, and ability to process large volumes of data, Improvado ensures that enterprises can fully leverage the power of ZohoCRM and Tableau to drive success. To learn more about how Improvado can help your organization, book a call with one of our experts 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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