Advanced CRM Reporting and Sales Insights for a Manufacturing Enterprise
Client Industry
The client operates in the home elevator and vertical transportation systems industry, specializing in the manufacturing and installation of innovative pneumatic vacuum elevators. Their solutions focus on offering space-saving, energy-efficient, and stylish elevator systems ideal for residential and low-rise commercial buildings, emphasizing modern mobility, luxury living, and enhanced accessibility.
Business Challenge
A growing enterprise in the home elevator and mobility solutions industry faced critical challenges in its sales and CRM operations:
- Inability to effectively track and analyze sales performance within Zoho CRM
- Lack of clear visibility into the status of leads, prospects, deals, and accounts
- Difficulty in accessing consolidated data or insights through meaningful reports
Use Case Overview: Enhancing CRM Visibility and Sales Analytics
Objective
To build an end-to-end reporting system that provides full visibility into the sales journey, marketing effectiveness, and operational performance through customized dashboards and analytics using Zoho Analytics.
Step-by-Step Process – Delivered by Elite Tech Global Using Zoho Analytics
Step 1: CRM Entity Overview
- Dashboards for total leads, contacts, prospects, and accounts
- Drill-down enabled for real-time CRM health insights
Step 2: Lead Source Performance
- Bar charts for lead count by source (website, ads, referrals)
- Pie charts showing conversion rate by source
Step 3: Ad Campaign Performance
- Dashboards for Google and Facebook Ads
- Lead count, statuses, and deal value tracked per platform
Step 4: CRM Pipeline Monitoring
- Real-time tracking of contacts, deals, accounts by ownership/status
- Visibility into sales funnel movement and lead aging
Step 5: Deal Stage Tracking
- Pipeline visualizations for each deal stage
- Click-through to stalled and progressing deals
Step 6: Revenue by Source
- Reports mapping closed revenue to lead source
- Helped understand ROI by channel
Step 7: Cost per Lead Insights
- Campaign-level cost reporting (Google vs Facebook)
- Used to optimize ad spend and plan future campaigns
Results Delivered
| Category | Before Implementation | After Implementation |
|---|---|---|
| Sales and Lead Visibility | Fragmented, manual viewing inside CRM | Centralized dashboards with real-time data and drill-downs |
| Source Tracking | No clarity on lead origins | Charts and tables showing source-based lead performance |
| Ad Campaign Analysis | No insights into ad-generated leads | Detailed views for each advertising channel |
| Deal Stage Monitoring | No structured deal tracking | Clear tracking of deals by pipeline stage |
| Revenue Attribution | No linkage between revenue and sources | Reports mapping revenue to source |
| Cost per Lead Calculation | Manual estimation | Automated, accurate cost-per-lead for each ad source |
Conclusion
By leveraging Zoho Analytics, Elite Tech Global delivered a fully customized reporting ecosystem that gave the organization unprecedented visibility into their sales, marketing, and revenue operations. With real-time dashboards, drill-down capabilities, and targeted performance metrics, leadership now has full control over pipeline management, source optimization, and ROI analysis, enabling smarter decision-making and accelerated business growth.
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