Problem Statement
The client was unable to view key analytics, such as past 30-day lead status changes and conversion rates, on Zoho CRM dashboards. This limited their ability to monitor and optimize sales performance effectively.
Approach & Solution
DataRopes.ai implemented a solution that involved retrieving data from Zoho CRM and building a data warehouse to provide the necessary insights.
- We retrieved 500,000+ lead records from Zoho CRM and built a data warehouse using BigQuery to enable faster querying and analysis.
- Dataprep was utilized to clean and transform the data, ensuring that 90% of data quality issues were resolved before analysis.
- We designed custom KPIs to track lead status changes and conversion metrics over the past 30 days, aggregating the data for seamless analysis.
- Looker Studio dashboards were developed to display real-time updates on lead performance, allowing users to monitor conversion rates and make informed decisions.
Results & Outcomes
The enhanced analytics provided better visibility into lead status changes and conversion rates, leading to a 15% increase in lead conversion rates. The improved dashboards enabled more data-driven decision-making, optimizing sales strategies and resource allocation, ultimately leading to higher operational efficiency and revenue growth.
Tools & Technologies used
- BigQuery
- Looker Studio
- Zoho CRM
- Dataprep
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