Zoho CRM Analytics
Funnel, cohort, and quota dashboards leadership can trust and drill into. Delivered by DESSS with a documented 6-step workflow, named deliverables, and a 24-hour discovery response.
ZOHO CRM
What does DESSS deliver for Zoho CRM Analytics?
DESSS delivers Zoho CRM Analytics on Zoho CRM through the zoho crm analytics delivery: decision and kpi inventory; source analysis and reconciliation rules; semantic model design; report and dashboard build; validation against source; rollout, training and rationalisation. Each step closes with named deliverables you sign off before the next begins.
THE WORKFLOW
6 steps, start to finish
Every engagement follows a documented sequence, so you always know which stage the work is in and what closes it.
- Decision and KPI inventory — Questions before data
- Source analysis and reconciliation rules — Find the real numbers
- Semantic model design — Model once, use everywhere
- Report and dashboard build — Design for the reader
- Validation against source — Numbers leaders trust
- Rollout, training and rationalisation — Retire the old reports
WHAT YOU GET
Named deliverables, signed off
Each step closes with deliverables you review and approve before the next one begins — progress you can audit rather than a status colour on a slide.
- Decision inventory
- KPI definitions
- Owner sign-off
- Source map
- Metric conflict log
- Reconciliation rules
- Semantic model
- Measure library
- Model documentation
- Dashboards
HOW TO ENGAGE
Advice, delivery, or managed service
Engage DESSS at whatever depth the work needs — independent advice before you commit budget, full delivery against an agreed blueprint, or ongoing support from the team that built it.
Consulting & Advisory
Assessment, platform selection, business case, and roadmap — before you commit budget.
Implementation Services
Full delivery to an agreed blueprint, with weekly demos and named deliverables at every step.
Integration & Migration
Connecting and modernizing the systems the work depends on, with validated data and monitored interfaces.
Managed Support Services
Monitoring, incident handling, enhancements, and release management from the team that built it.
A typical DESSS Zoho CRM Analytics delivery runs 6 steps, with the final step reached around weeks 12–15. Complex integrations, multi-entity scope, or regulated environments extend that — the discovery session produces a dated plan for your case rather than an average.
Every step closes with named deliverables — Dashboards, Decision inventory, Design system, KPI definitions, Known differences, Measure library, Metric conflict log, Model documentation — so progress is visible, auditable, and reviewable rather than a status colour on a slide.
Yes. Integration with the systems your reporting depends on is designed early and delivered with validation, monitoring, and error handling, so failures are visible and recoverable.
No. Zoho CRM Analytics is often delivered alongside the other Zoho CRM products listed below, in a phased roadmap that avoids rebuilding earlier phases. DESSS sequences them so each phase stands on its own.
The consultants who implemented it. Managed support covers monitoring, incidents, enhancements, and release management under severity-based service levels.
GET STARTED
Schedule your free digital transformation consultation
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Talk to a DESSS consultant about Zoho CRM Analytics. We respond to discovery requests within 24 hours.