Maintaining high-quality data within your CRM system is not just an option—it’s a necessity. Recognizing this essential need, our team at Zenatta has developed a groundbreaking solution for Zoho CRM users: the Zenatta Health Check for Zoho CRM. This innovative extension enhances your CRM experience by providing regular data quality reports, ensuring your business operates smoothly and efficiently.
What is Zenatta Health Check for Zoho CRM?
The Zenatta Health Check for Zoho CRM is a robust extension built to serve Zoho CRM users by offering both regularly scheduled and on-demand data quality reports. This extension is tailored for Zoho CRM’s Leads, Contacts, Accounts, Deals, Tasks, and Users.
Users are furnished with a comprehensive Health Check report at the onset of each month. This report delves into the data quality present within Zoho CRM, utilizing CRM Object Query Language (COQL) requests to evaluate key health indicators of your modules. What sets this extension apart is not just the insights it provides but also the actionable guidance through links to Zenatta’s instructional videos, helping you improve your Zoho CRM data on the fly.
Key Features of the Zenatta Health Check
- Regular and On-Demand Reports: Gain invaluable insights into the health of your Zoho CRM’s Leads, Accounts, Contacts, Deals, and Tasks modules through both scheduled reports and instant health checks.
- Unused License Detection: Discover and rectify any financial inefficiencies by identifying unused Zoho CRM user licenses.
- Customizable Reports: Utilize Zoho CRM’s email templates to generate reports that you can tailor to your specific needs.
- Easy Access: A “Run Health Check” button is installed in each Zoho CRM module, enabling you to generate reports instantly, ensuring data quality is always a click away.
Getting Started with Zenatta Health Check
Installation
The process begins with a straightforward installation, after which you’ll need to authorize the extension using your Zoho CRM login credentials. It’s important that the authorizing user has admin access to ensure full functionality of the extension. This setup is crucial for the extension to access CRM records and generate reports accurately.
Scheduled Reports
Upon installation, the extension introduces a scheduled function titled “CRM Health Monthly Report,” which automatically sends a report to the authorizing user at the beginning of each month. This automated process ensures you’re consistently informed about the state of your CRM data without any additional effort.
Manual Report Generation
For those instances where you need immediate insights, the “Run Health Check” button allows for manual generation of reports across various modules. This feature ensures you’re equipped to maintain optimal data quality at all times.
Ready to check your CRM Vitals?
Zenatta Health Check for Zoho CRM offers the perfect solution to ensure your data’s health and your business’s vitality. By providing detailed, actionable insights into your CRM’s performance, this extension empowers you to optimize operations, improve data quality, and drive your business forward. Don’t let data discrepancies slow you down. Click here to learn more and start your journey towards a healthier, more efficient CRM system today.
