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Marketing, Sales, Zoho-One

Building Custom Dashboards in Zoho Analytics for Sales & Marketing Teams

Home / Category / Page Title Building Custom Dashboards in Zoho Analytics for Sales & Marketing Teams October 3, 2025 Elite Tech Global 10:45 AM Facebook Twitter LinkedIn Zoho Analytics for Sales & Marketing Teams These days, every business talks about being “data-driven.” Sounds great, right? But in reality, most sales and marketing teams are stuck jumping between tools, waiting for reports, or trying to make sense of numbers that don’t really tell a clear story. You might have leads flowing in from your website, ads running on social, email campaigns firing off daily, and your sales reps updating Zoho CRM. But unless you can see all that info in one place  and make sense of it  it’s just noise. That’s where Zoho Analytics becomes a game changer. It helps you build custom dashboards that pull in real-time data from all your tools. And the best part? You don’t need to be a data analyst or a techie to use it. 🚀 What Is a Dashboard (And Why Do You Need One)? Think of a dashboard like a control panel in a car. It shows you your speed, fuel level, warning lights, and more  all at a glance. Now, imagine the same concept for your sales and marketing team. Your dashboard in Zoho Analytics could show: Total leads this week Campaign performance (clicks, leads, conversions) Sales by rep, region, or product Pipeline stages and deal progress Revenue target vs. actual Instead of checking multiple apps, reports, or spreadsheets, everything’s right in front of you  updated automatically. It saves time, cuts down on confusion, and helps you make better decisions faster. 🛠️ What Can You Track? You can track pretty much anything, but here are the most common metrics sales and marketing teams care about: 🔸 For Sales Teams: Leads by stage (new, contacted, proposal sent, closed) Conversion rate (how many leads turn into customers) Deals won vs. lost Revenue by product or territory Performance by rep who’s closing, who’s not Average deal size and sales cycle length 🔹 For Marketing Teams: Campaign performance  email, ads, social, organic Lead sources  where are your best leads coming from? Cost per lead and ROI Website traffic trends Top-performing content or landing pages All of these can be added to one dashboard, or split into several depending on who needs what. 👨‍💼 Real World Scenario In a B2B software company, the marketing team runs ads and campaigns to drive demo signups. While the leads flow in, the sales team often struggles with low-quality prospects. With Zoho Analytics, both teams get clarity. A shared dashboard connects data from CRM, ad platforms, and the website to show: Which campaigns bring in high-converting leads Cost per customer Revenue by campaign or region Now, marketing knows what’s working, sales focuses on better leads, and both teams stay aligned with real, data-backed insights. 🔄 Keep It Updated Automatically Pull data every hour, every day, or however often you want Send out dashboards or reports by email to your team Show alerts if something needs attention (like leads dropping or sales targets missed) No more “Can you send me the updated report?” messages. 🧱 It’s Easy to Build Most people don’t want to learn new tools  especially if they sound complicated. But Zoho Analytics keeps it simple. You don’t need to write code or mess with formulas. Here’s how it works: Pick your data source  Zoho CRM, Google Ads, Excel, etc. Use the drag-and-drop builder to add charts, tables, or metrics Choose what you want to track  revenue, leads, conversions Apply filters like date ranges or specific teams Share the dashboard or schedule it to send automatically And if you do want to go deeper, you can use Zia, Zoho’s AI assistant. Just type something like: “Show me top 5 performing campaigns last month”  Zia will build the chart for you. Simple. 📱 Dashboards on the Go With Zoho’s mobile app, you can access dashboards on your phone or tablet. Whether you’re in a meeting, on the road, or working remotely, your data goes with you. No more logging into five systems to check one number. 🔒 Control Who Sees What Set permissions by role (view, edit, admin) Share dashboards securely via email or link Hide sensitive data from certain users So your marketing team can see campaign data, and your sales leaders can see revenue  without crossing lines. ✅ Final Thoughts Sales and marketing teams are under constant pressure to perform. You need to hit numbers, show progress, and prove ROI  fast. Custom dashboards in Zoho Analytics help you do that. They give you a clear, real-time view of what’s working and what’s not. No fluff, no delays, no guessing. And because they’re easy to build and update, your team spends less time digging for answers  and more time taking action. Whether you’re running ads, closing deals, or just trying to keep up with targets, a smart dashboard is your best friend. Custom DashboardsCustom Dashboards Custom Dashboards Custom Dashboards Latest Posts Creating an Order Management App Linked to Zoho Inventory 13 Oct 2025 Zoho Books 09 Oct 2025 Sales Automation 07 Oct 2025 Building Custom Dashboards in Zoho Analytics for Sales & Marketing Teams 03 Oct 2025 Scuba Diving Centre 01 Oct 2025 Custom Shopify Checkout Experiences with Shopify Functions and AWS Lambda 28 Sep 2025 Powering React and Flutter Apps with Zoho Catalyst Backend 26 Sep 2025 Connect With Us Whatsapp Facebook Linkedin

Align Sales and Marketing-Blog
Marketing, Sales

How to Align Sales and Marketing for Better Results

Home / Category / Page Title How to Align Sales and Marketing for Better Results — Without the Buzzwords September 16, 2025 Elite Tech Global 11:30 AM Facebook Twitter LinkedIn Let’s Be Honest for a Second “Sales and marketing alignment” sounds like one of those corporate buzzwords that gets tossed around in strategy meetings… but when it comes down to it, no one really knows what it actually looks like in practice. I’ve seen it firsthand teams that should be working together end up pointing fingers, wasting time, and losing opportunities. Marketing blames sales for not following up on leads. Sales blames marketing for sending junk leads. And the vicious cycle continues. So here’s my take this isn’t about forcing your sales and marketing teams to hold hands and smile for the company newsletter. It’s about designing a system where both sides genuinely understand what the other needs to win. Step 1: Ditch the Silos (Even If It Feels Comfortable) One of the biggest traps I’ve seen in companies is how comfortable it feels to stay in your lane. Marketers want to focus on campaigns and content. Sales wants to chase deals and hit quota. And both assume the other team has no clue what they’re doing. Here’s the reality: Salespeople have incredible insights into what customers are actually saying. Marketers have the storytelling skills to attract the right crowd in the first place. The magic happens when you start treating each other like internal clients. Ask yourselves: Marketers: “What information would make it easier for sales to close?” Sales: “What feedback can we give that makes marketing efforts more effective?” Once you shift from defending your turf to collaborating like partners, things start moving fast. Step 2: Define What a “Good Lead” Actually Means I was working with a client once where marketing was proud of generating 2000+ leads a month. Sounds amazing, right? Except the sales team was drowning in low-quality leads people signing up for a freebie with no intention of buying. That’s when we stopped everything and brought both teams into a single workshop. The goal was simple: Define what a “qualified lead” looks like. We mapped it out together: Job title Industry Budget range Buying timeline Specific pain points By the end of the session, we had a shared checklist both sides signed off on it. That list became our north star. Result: Fewer leads, better quality, and a much more productive sales pipeline. Step 3: Create Shared Metrics (Not Just Vanity Ones) Here’s something I learned the hard way if your sales team is measured on revenue and your marketing team is measured on traffic or impressions, you’re setting them up to drift apart. The KPIs need to overlap. Some examples: MQL to SQL conversion rate (Marketing Qualified Lead → Sales Qualified Lead) Average time to first contact after lead handoff Lead-to-close ratio by campaign source These shared metrics create accountability and more importantly, they make it easier to celebrate wins together. I’ll never forget the moment one of our marketing folks got a shout-out from a sales rep for helping close a high-ticket client through a lead magnet. That kind of cross-team appreciation? It only happens when you’re tracking the right stuff. Step 4: Build Feedback Loops That Actually Happen Let’s talk about follow-up. Not the kind where someone drops a comment in Slack and then it gets buried under 38 messages. I’m talking about structured feedback loops. Monthly meetings. Quick-win review sessions. A shared dashboard that both teams can access. Here’s a simple framework I’ve seen work: Weekly pulse check: Sales shares top questions prospects are asking. Marketing uses it to tweak messaging or build content. Monthly review: Look at campaign performance together. Quarterly planning: Align campaigns with sales goals from day one. It’s not rocket science. It’s just consistency. Step 5: Get a “Translator” If Needed I’ll say this carefully sometimes sales and marketing just speak different languages. And it’s nobody’s fault. In some companies, I’ve seen a “Revenue Ops” or “Growth Manager” play the translator role. Other times, it’s a business development person or even someone from product. The point is: Have someone who understands both sides and can bridge the gap. Someone who can connect dots, highlight missed opportunities, and ask, “Hey, are we even targeting the same people here?” This role can make or break alignment, especially in fast-growing teams. Step 6: Celebrate the Wins (Not Just the Targets) This one gets overlooked a lot. When sales closes a big deal, marketing should hear about it. When a campaign crushes it, sales should know why it worked. Make wins visible. Share success stories. Even a quick internal newsletter or shout-out Slack channel can shift the vibe from “us vs. them” to “we did this together.” In one of my favorite teams, we had a “Friday Win” ritual. Every Friday, someone from sales or marketing would share a win the other team made possible. It wasn’t formal. It wasn’t forced. But it worked. Final Thoughts Look, aligning sales and marketing isn’t about a single tool or a perfect process. It’s about building trust, setting shared goals, and making collaboration a habit not a one-time project. In my experience, the companies that get this right don’t just see better numbers they build stronger cultures, attract better talent, and grow faster. If you’re in a place where sales and marketing feel more like rivals than teammates, try starting small. One shared meeting. One win celebrated together. One definition of a lead you can both agree on. You might be surprised how far that can go. Latest Posts Creating an Order Management App Linked to Zoho Inventory 13 Oct 2025 Zoho Books 09 Oct 2025 Sales Automation 07 Oct 2025 Building Custom Dashboards in Zoho Analytics for Sales & Marketing Teams 03 Oct 2025 Scuba Diving Centre 01 Oct 2025 Custom Shopify Checkout Experiences with Shopify Functions and AWS Lambda 28 Sep 2025 Powering React and Flutter Apps with Zoho Catalyst

Marketing-Blog
Marketing

The Power of Influencer Marketing

Home / Category / Page Title The Power of Influencer Marketing August 14, 2025 Elite Tech Global 5:57 PM Facebook Twitter LinkedIn Why We Trust Strangers More Than Ads Let Me Tell You a Quick Story A couple of months ago, I was looking for a new pair of running shoes. Not just any shoes  I needed somethingthat didn’t kill my feet after five kilometers. I tried reading reviews on websites, checking comparison charts,scrolling through Reddit threads. Nothing stuck. Then I saw this fitness influencer on Instagram  someone I didn’t even follow casually jogging through a park,talking about how these particular shoes saved her knees. She wasn’t shouting into the camera or doing a sales pitch. Just running, chatting, and being real. Guess what shoes I’m wearing right now?Yeah, those ones. Why Influencer Marketing Hits Different It’s kind of wild when you think about it. We’ve become so numb to traditional ads that even if a brand throws amillion dollars at a commercial, we scroll right past it. But a 30-second story from someone we trust? That sticks. Why? Because influencers have cracked something that brands are still trying to figure out:authenticity. When an influencer talks about a product they actually use (or at least convincingly act like they do), it feelsless like a pitch and more like a recommendation from a friend. And let’s be honest  we trust friends way more than we trust faceless corporations. It’s Not About Followers, It’s About Connection One of the biggest misconceptions is that influencer marketing is only for people with millions of followers. That’s just not true anymore. Micro-influencers (those with 10K–100K followers) often have higher engagement rates than the big names. Why? Because their audience actually listens. There’s a sense of closeness, a real connection. And when they recommend something, it feels genuine  not just like they’re cashing a check. I’ve worked with both kinds of influencers, and the ones who really move the needle aren’t always the ones with the blue checkmark. They’re the ones who take the time to engage, respond, and actually care about what they’re putting out. The Secret Sauce: Storytelling Here’s the thing about influence  it’s not about being loud. It’s about being relatable. The best influencer campaigns I’ve seen weren’t flashy. They were simple: someone sharing how a product fits into their life. Not a staged photoshoot. Not a perfect caption. Just a story. I once saw a skincare brand skyrocket their sales because a beauty blogger posted a “bad skin week” diary using the product every day. No filters. Just real progress, real struggle, real talk. That honesty? It hit different. People bought in not just into the product, but into the journey. Influencers Are the New Word-of-Mouth We used to rely on our cousin, neighbor, or coworker for recommendations. Now, we rely on people we’ve never met because somehow, through a screen, they’ve earned our trust. That’s the core of influencer marketing. It’s not just marketing  it’s human psychology. We’re drawn to people we relate to. We believe in stories, not slogans. And in a world overflowing with noise, influencers cut through it by simply being real. Should Every Brand Use Influencers? Honestly? Not always. Some industries and products fit influencer culture like a glove beauty, fashion, fitness, lifestyle, tech, food. But it has to make sense. You can’t just toss money at someone with a following and expect magic. You’ve got to find the right voice, someone who actually aligns with your brand and let them tell their story their way. Trying to control every word of their caption? That’s where brands mess up. Let them be themselves. That’s the whole point. Final Thought: Influence Is the New Currency The next time you find yourself reaching for a product just because someone on your feed mentioned it, take a second and realize what just happened. That’s influence in action. It’s subtle. It’s powerful. And when done right, it doesn’t feel like marketing at all. Influencer marketing isn’t just a trend it’s a shift. A shift from shouting to sharing. From selling to storytelling. And honestly? I’m here for it. Latest Posts Creating an Order Management App Linked to Zoho Inventory 13 Oct 2025 Zoho Books 09 Oct 2025 Sales Automation 07 Oct 2025 Building Custom Dashboards in Zoho Analytics for Sales & Marketing Teams 03 Oct 2025 Scuba Diving Centre 01 Oct 2025 Custom Shopify Checkout Experiences with Shopify Functions and AWS Lambda 28 Sep 2025 Powering React and Flutter Apps with Zoho Catalyst Backend 26 Sep 2025 Connect With Us Whatsapp Facebook Linkedin

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