Disconnected landscape, lost opportunities
In the absence of an email marketing solution, sales teams often struggle to identify their most engaged leads. Consequently, instead of focusing on these high-interest leads, sales efforts is frequently wasted in cold-calling.
CRM is good, make it better with email marketing
Customer Lifecycle Management
Email marketing, powered by CRM data, can streamline customer lifecycle from acquisition to retention. For instance, welcome sequences can help onboard new customers, regular newsletters can keep the brand top-of-mind, and re-engagement campaigns can bring back lapsed customers.
Feedback Loop
CRM and email marketing together can create a valuable feedback loop. Customer responses and behaviors in reaction to email campaigns can be fed back into the CRM system, enriching customer profiles and providing insights that can guide business strategy, product development, and customer service improvements.
Segmentation
By leveraging CRM data, businesses can segment their customers into distinct segments based on demographics, interests, lead score, and more. Email marketing campaigns can then be tailored to each segment, ensuring that the messaging is relevant and engaging for each group.
Enhance Customer Experience
By using CRM data to inform email marketing efforts, businesses can ensure that their communication is not just targeted, but also timed appropriately according to where the customer is in the buying journey. This enhances the overall customer experience, contributing to higher satisfaction and loyalty.
Drive sales better and faster with the Zoho Campaigns-Zoho CRM integration
Zoho Campaigns tightly integrates with Zoho CRM to ensure your sales and marketing automatically and contextually interact with each other. Sync your leads and contacts to Campaigns, qualify or engage them with email marketing, and track the results from within CRM—it's that simple.
Easy, one-time configuration
All the data inside your leads, contacts, and custom modules—including the associated accounts and deals—syncs instantly with Campaigns. Forever. Just configure one sync per module, and you’re set.
Simple opt-out management
Don’t want to import leads or contacts who opted out from sales emails? Exclude them at the click of a button. Furthermore, Campaigns updates your CRM records when they unsubscribe from your marketing emails.
Campaign sending from anywhere
The integration is so tight that you can even craft and send your email campaigns from inside Zoho CRM.
Vital signals at your disposal
Be it a regular, promotional email or an automation-based nurturing series, any responses are updated in real time inside Zoho CRM to help you tailor your sales communications.
Insightful behavior metrics
The number of email campaigns sent to a lead or contact and their responses are captured and updated at an individual level. This means that you can select a record and understand their preferences before the next sales call. You can also view a campaign’s performance collectively from one place.
Spotlight on qualified leads
Zoho Campaigns lets your marketing team build and automate a series of lead-nurturing emails on a “if this happens, do this” basis. They can predefine the system to mark a lead as qualified and push them to CRM when they complete an action or a set of actions in the email series. They can also create and assign tasks to different owners in CRM using the same logic and have them close deals on priority.
Transform your sales performance: Use cases
Maximize sales efficiency
with contextual follow ups
Sales emails are usually contextual to the need of each prospect. But things can get overwhelming when the lead flow is high. What if sales managers have the opportunity to personalize at scale? This is exactly what Zoho Campaigns can do. With Campaigns, sales can set up automated journeys tailored for the need of every lead, whether one has filled up a product demo form or downloaded a Whitepaper.
Up-sell and cross-sell
like a Pro
Information about a customer's purchase plan, revenue contribution, past purchases , and more can be effortlessly synced with Campaigns. Sales managers using Zoho CRM can use this information to send targeted promotional emails featuring complimentary product packages or services and boost their bottom-line.
Detailed analytics for contextual selling
Zoho Campaigns offers comprehensive analytics for key email marketing metrics, like open, click through, and bounce rates. With Campaigns integration, all these details can be viewed within Zoho CRM. Identify which recipients are interacting with your sales emails and tailor your responses rather than taking a spray and pray approach.
Ecosystem connect
Zoho CRM users should consider using Zoho Campaigns over other email marketing because Campaigns eliminates the need for frequent syncing. For instance, your email campaign details like clicks, opens etc are instantly synced in CRM. This integration ensures data consistency and prevents synchronization issues.
