How it works
Accessing Your Key Data
Gtmhub links directly to Zoho CRM and gathers key data points relevant to your OKRs. We then create prepackaged actionable Insights (+ you can customize these Insights yourself).
Identify and Link Your KPIs
Once you've linked Zoho CRM and created your Insight Boards, these surface key metrics that can be linked directly to Key Results.
Dynamic OKR Progress Monitoring
The metrics that matter for Key Results are now directly linked, which means Gtmhub automatically updates OKRs in real-time, so you can see progress and identify any areas that need attention.
Here are the insights that are available Out-of-the-box
Zoho CRM lead sources
Performance of lead sources by size
Zoho CRM stages
Summary of pipeline stages - total deals in each stage and total value of all deals in the stage
Zoho CRM open potentials
Total number, value, average potential amount. Summary of open potentials by their probability of closing.
Zoho CRM bookings
Bookigns in Zoho CRM
Zoho CRM lost potentials
Lost potentials in Zoho CRM
Zoho CRM lead source contribution to Sales
Summary of how lead sources contribute to won potentials
Zoho CRM top 5 accounts
Top 5 accounts in Zoho CRM by won potentials
Open potentials as Bubble
Correlation between probability, days in pipeline, deal size and stage