Executive overview

Marketing sourced and influenced pipeline across Zoho CRM, LinkedIn Ads and Google Ads, unified. All numbers are example data.

AI briefing

Generated weekly from aggregated, de-identified metrics only. No names, emails or phone numbers leave Zoho.

This week's briefing

Anomalies and next best actions

Full-funnel flow

From Lusha-built audience to closed won. Click a stage bar to see its accounts.

Audience to revenue

Stage conversion

Multi-touch attribution

Switch models to see how credit shifts across campaigns. Touches are stitched from LinkedIn, Google, Zoho Campaigns and webinars to Zoho Deals.

Revenue credit by campaign

Most common winning path

Account intelligence

LinkedIn company engagement blended with Google, web and email signals into one intent score.

Engagement heatmap vertical x persona, click a cell to filter

Hot accounts click for detail

Creative matrix

Which message wins for each vertical and persona. Cell shows winning angle and its CTR lift vs. the vertical average.

Pipeline velocity

Stage aging, sales velocity and deals that need attention.

Sales velocity

per day of pipeline

Velocity = open opps x win rate x avg deal size / cycle length.

Avg days in stage vs. target

Stuck deal alerts

Google vs LinkedIn efficiency

Cost per stage, using offline conversions pushed back from Zoho so each platform optimizes on pipeline, not clicks.

Cost per funnel stage

Spend and pipeline trend

LinkedIn organic growth

IQNOX company page and employee advocacy.

Page followers

Engagement rate by content type

Employee advocacy

Best posting times engagement rate, Central time

Top posts

Lusha list coverage

How complete each vertical list is and how well it matches on LinkedIn and Google.

Coverage and match rate per vertical

Coverage gaps

Content ROI

Webinars, press releases and videos tied to the deals they touched.

Influenced pipeline by asset

Asset leaderboard

AE daily call list

Today's top 10 accounts to call, ranked by fresh intent signals. Respects the filters above.

Call list for today

Buying-group coverage

Which personas we have reached at each account, and what to run to fill each gap. Click a gap for the recommended asset.

Closed-loop ad feedback

Zoho deal stages sync back to Google Ads and LinkedIn so both platforms optimize for pipeline, not clicks.

Sync status

Stage to conversion mapping

Optimize to pipeline vs clicks Illustrative example

Creative to revenue

Every video, webinar, press release and post scored by the pipeline it influenced. Click a column to sort.

Forecast what-if

Move monthly budget per audience to project next month's meetings, opportunities and pipeline. Bands show an 80% confidence range.

Budget per audience (next month)

Projection

Content and audience gaps

Verticals and personas with thin content or thin Lusha lists, turned into a work order for Visionary.

Gap matrix C = content, L = list

Visionary work order

Weekly leadership brief

A plain-English summary, ready to email to IQNOX leadership every Monday.

Ask your data

Demo chat with sample answers. In production this runs on Zoho Zia or a private, no-training model over aggregated tables.

🔒 Runs on Zoho Zia or a private no-training model in IQNOX's environment. Data never leaves the client tenant.

Privacy and governance

Built around IQNOX AI guidelines. Nothing connects until IQNOX approves.

What data is used

  • Aggregated campaign metrics from LinkedIn and Google (no individual-level data is offered by either platform for reporting)
  • Company-level engagement from LinkedIn
  • Deal, stage and campaign fields from Zoho CRM
  • Lusha firmographics, kept inside Zoho

Where it lives

  • System of record stays Zoho CRM and Zoho Analytics (IQNOX tenant, IQNOX region)
  • Ad data lands in Zoho Analytics via native connectors
  • Dashboard reads only aggregated views, scoped by role
  • No copy of contact PII outside Zoho

AI guardrails

  • Option A: Zoho Zia, data never leaves Zoho
  • Option B: private LLM endpoint with zero data retention and no training, or self-hosted open model
  • PII stripped before any prompt; accounts referenced by ID
  • Every AI answer cites its source table; human approves actions
  • Audit log of every AI query
Visionary Studios demo for IQNOX. All companies, people and figures are fictional example data. No IQNOX systems are connected.