Connect your Zoho CRM account with Bold BI to gain insights about leads, contacts, and deals from sales, marketing, and support data. The benefits of using Bold BI with Zoho CRM include:
- Track your prospects and close more deals by creating a sales funnel dashboard.
- Monitor CRM KPIs about leads, campaigns, and email marketing via interactive dashboards.
- Combine KPIs from relevant data sources like Mailchimp and Bitly to build an integrated dashboard and get an overall view of your customers.