What is Zoho Analytics?

Zoho Analytics is a self-service business intelligence tool that enables users to analyze and visualize their data. As a component of the Zoho suite of productivity tools, it provides integration capabilities with other Zoho apps and external apps via Zapier.

Data Visualization and Reporting

With Zoho Analytics, data visualizations are made easy, and it serves as the primary reporting engine for HubSpot CRM. It supports a variety of functions, including median and mode, in its reporting UI.

Affordability and Access

Zoho Analytics offers an affordable solution with a free version that accommodates up to two users and allows for 10,000 rows of data. Paid editions, such as Basic and Standard, expand user access, data capacity, and features like automated emails.

User Interface and Support

The intuitive UI of Zoho Analytics is complemented by a comprehensive help center, how-to videos, a snapshot tour, and live chat support, ensuring great customer assistance.

Security and Automation

Security features include two-factor authentication (2FA), prompting users for enhanced security. Automation within Zoho Analytics simplifies report generation and suggests relevant reports to users, aiding both beginners and promoting data democratization.

Connectivity and Enterprise Use

With 15 connectors, including those for HubSpot, Microsoft Dynamics, and Salesforce, Zoho Analytics facilitates easy data importation. It is well-suited for distributed BI environments, advanced users, and enterprise applications.

What is Salesforce CRM Analytics?

Salesforce CRM Analytics, formerly known as Tableau CRM and Einstein Analytics, is a business intelligence service offered by Salesforce. It integrates with Salesforce's suite of products, providing advanced analytics capabilities directly within the Salesforce platform. The service is designed to utilize artificial intelligence (AI) to deliver actionable insights and predictive analytics to support decision-making processes.

Data Integration and Analysis

Salesforce CRM Analytics enables users to connect to various data sources, including Salesforce data and external databases. It offers tools for data preparation, analysis, and visualization to help businesses understand their customer data deeply.

AI-Powered Insights

With AI and machine learning at its core, Salesforce CRM Analytics provides augmented analytics to uncover patterns and predict outcomes. The service leverages Salesforce's Einstein AI technology to offer predictive analytics and automated data discovery.

Interactive Dashboards

The service includes dynamic dashboards that are interactive and customizable. These dashboards allow users to drill down into data, apply filters, and gain insights that are relevant to specific business questions or challenges.

Collaborative Features

Salesforce CRM Analytics supports collaboration among team members, enabling the sharing of insights and data-driven decision-making within the Salesforce ecosystem.

Embedded Analytics

Businesses can embed analytics directly into Salesforce applications, providing users with insights in the context of their workflows and enhancing the overall user experience within the CRM platform.

Security and Governance

The service adheres to Salesforce's security and governance standards, ensuring that data is protected and managed according to best practices and compliance requirements.

Zoho Analytics vs Salesforce CRM Analytics

User-Friendly Interface

Zoho CRM boasts a more user-friendly interface than Salesforce CRM. This simplifies the user experience, particularly for small and medium-sized businesses.

Business Application Integration

Zoho CRM offers seamless integration with over 45 Zoho business applications, enhancing its versatility for users already within the Zoho ecosystem.

Implementation Support

End-to-end implementation support is provided with Zoho CRM, facilitating a smoother transition and setup for new users.

Advanced Analytics Features

Zoho CRM provides additional analytics capabilities, offering deeper insights and more advanced data analysis tools compared to Salesforce CRM Analytics.

Artificial Intelligence

Zoho CRM comes equipped with extra AI features, advancing its analytical prowess beyond what Salesforce CRM currently offers.

Frequently Asked Questions

What are the key differences between Zoho Analytics and Salesforce CRM Analytics?

Zoho Analytics, called Zia, is included with Zoho CRM and doesn't require additional payments for the included features, whereas Salesforce CRM Analytics, known as Einstein, is more expensive and limited to certain components.

Is Zoho Analytics more suitable for small and medium-sized businesses?

Yes, Zia is more useful for small to medium-sized businesses.

Does Zoho Analytics require additional payments for its features?

No, Zia does not require additional payments for features that are included with Zoho CRM.

Can large enterprises benefit from using Zoho Analytics?

Yes, Zia is also more useful for enterprises.

Is Salesforce CRM Analytics known by any other name?

Yes, Salesforce CRM Analytics is also called Einstein.

Why Choose Sourcetable as an Alternative to Zoho and Salesforce CRM Analytics

For businesses contemplating the analytical capabilities of Zoho and Salesforce CRM, Sourcetable presents a unified solution that simplifies data analysis. By consolidating disparate data sources into a single spreadsheet interface, Sourcetable caters to the real-time analytical needs of businesses looking for a streamlined approach.

Sourcetable's spreadsheet-like environment is designed for ease of use, offering a more intuitive data manipulation experience. This is particularly advantageous for small and medium-sized businesses seeking user-friendly alternatives to Zoho CRM's interface and Salesforce's analytic tools.

Integration with multiple data sources is at the core of Sourcetable's functionality, allowing for comprehensive analysis without the need for navigating through multiple applications. This feature addresses the demand for a centralized analytics platform, contrasting with Zoho CRM's integration with other Zoho applications.

Artificial Intelligence (AI) and advanced analytics capabilities are increasingly essential for competitive business operations. Sourcetable provides a platform that supports advanced data querying and manipulation, which can be a robust alternative for organizations evaluating the additional AI and analytics features of Zoho CRM over Salesforce.

With Sourcetable, businesses benefit from end-to-end support for data consolidation and analysis, a feature that resonates with Zoho CRM's end-to-end implementation support. This aligns with the needs of businesses that require a comprehensive, yet straightforward, analytical toolset.