Online Marketing Automation

Zoho CRM provides campaign management, e-mail marketing, and lead generation through various sources (such as Web-to-Lead forms, import lead data and others), specifically useful for integrating your organization's sales and marketing activities.

With Zoho CRM, you can effectively plan marketing campaigns, execute email campaigns, track marketing expenditure and improve the quality of the lead generation process. In addition, campaign management, integrated with sales force automation, helps your organization in measuring the performance, return on investment (ROI) and effectiveness of the campaigns.

Key Features

• Plan & Execute Marketing Campaigns
• Execute Email Marketing
• Generate Leads
• Manage Marketing Contacts
• Measure Marketing Performance

Plan & Execute Marketing Campaigns

• Plan marketing activities and develop campaign hierarchies by outlining the campaign objectives
• Define the campaign success metrics and measure the campaign effectiveness (ROI) by linking directly to the leads and opportunities
• Track all customer inquiries related directly to the marketing campaigns
• Track sales closures related directly to the marketing campaigns

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Execute Email Marketing

• Manage mailing lists based on the existing data related to leads, contacts, and potentials
• Create mass email templates with rich-text HTML editor directly from Zoho CRM for better email marketing campaigns
• Set up email opt-out process in compliance with CAN-SPAM act using unsubscribe forms
• Schedule mass email campaigns from the selected leads and contacts
• Manage Drip Campaigns (Scheduled automatic mailing) using series of auto-responders for leads and contacts

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Generate Leads

• Capture leads directly from your Web site using Web-to-Lead forms
• Setup personalized Auto-response email messages based on the type of customer inquiry
• Approve leads captured through Web sites and assign to the right sales persons in your organization
• Customize Web-to-Lead form as per your organization lead generation process
• Import leads from the external sources, such as Web downloads, trade shows, seminars, direct mail, and other types of campaigns

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Manage Marketing Contacts

• Track all contacts and related opportunities, sales activities, and other details from a common repository
• Manage hierarchy of contacts within your customer company to have a better coordination while dealing with customers
• Import marketing contacts from external source and other business applications
• Synchronize contacts between Zoho CRM and Microsoft® Outlook® using the Zoho CRM Plug-in for Microsoft Outlook
• Create Mail Merge documents using the Zoho CRM Plug-in for Miscrosoft Office

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Measure Marketing Performance

• Standard reports, such as Campaign ROI, Contact Mailing List, Key Accounts, Accounts by Industry etc, for tracking performance of the marketing activities.
• Store reports in different types of public or private folders and enable access to the users according to their access privileges
• Flash-based, interactive dashboards with an aesthetically pleasing layout and fast loading capability
• Fully customizable dashboards with different types of Bar, Funnel, Pie, and Line charts

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