Skip to product menu
close
  • Sales
    Press Space or Enter to display list of options
EXPLORE ALL PRODUCTS

Sales

 
CRM

Comprehensive CRM platform for customer-facing teams.

CRM
 
Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
 
Forms

Build online forms for every business need.

Forms
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Sign

Digital signature app for businesses.

Sign
 
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

 
Social

All-in-one social media management software.

Social
 
Campaigns

Create, send, and track targeted email campaigns that drive sales.

Campaigns
 
Forms

Build online forms for every business need.

Forms
 
Survey

Design surveys to reach and interact with your audience.

Survey
 
Sites

Online website builder with extensive customisation options.

Sites
 
PageSense

Website conversion optimization and personalisation platform.

PageSense
 
Backstage

End-to-end event management software.

Backstage
 
Webinar

Webinar platform for webcasting online webinars.

Webinar
 
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
 
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
 
Publish

Manage all your local business listings on a single platform.

Publish
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Sign

Digital signature app for businesses.

Sign
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
 
NEW
CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
 
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce and POS

 
Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

 
Desk

Helpdesk software to deliver great customer support.

Desk
 
Assist

Remote support and unattended remote access software.

Assist
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
FSM

End-to-end field service management platform for service businesses.

FSM
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

 
Books

Powerful accounting platform for growing businesses.

Books
 
FREE
Invoice

100% Free invoicing solution.

Invoice
 
Expense

Effortless expense reporting platform.

Expense
 
Inventory

Powerful stock management and inventory control software.

Inventory
 
Billing

End-to-end billing solution for your business.

Billing
 
Checkout

Collect payments online with custom branded pages.

Checkout
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Practice

Practice management software for accounting firms.

Practice
 
Sign

Digital signature app for businesses.

Sign
 
Commerce

eCommerce platform to manage and market your online store.

Commerce
 
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email and Collaboration

 
Mail

Secure email service for teams of all sizes.

Mail
 
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
 
Writer

Word processor for focused writing and discussions.

Writer
 
Sheet

Spreadsheet software for collaborative teams.

Sheet
 
Show

Create, edit, and share slides with a sleek presentation app.

Show
 
Notebook

Beautiful home for all your notes.

Notebook
 
Cliq

Stay in touch with teams no matter where you are.

Cliq
 
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
TeamInbox

Shared inboxes for teams.

TeamInbox
 
WorkDrive

Online file management for teams.

WorkDrive
 
Sign

Digital signature app for businesses.

Sign
 
Office Suite

Powerful collaborative work platform for teams.

Office Suite
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
 
Learn

Knowledge and learning management platform.

Learn
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
ToDo

Collaborative task management for individuals and teams.

ToDo
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

 
People

Organize, automate, and simplify your HR processes.

People
 
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
 
Expense

Effortless expense reporting platform.

Expense
 
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Shifts

Employee scheduling and time tracking app.

Shifts
 
Sign

Digital signature app for businesses.

Sign
 
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

 
Creator

Build custom apps to simplify business processes.

Creator
 
Directory

Workforce identity and access management solution for cloud businesses.

Directory
 
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
 
Vault

Online password manager for teams.

Vault
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
Assist

Remote support and unattended remote access software.

Assist
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA

BI and Analytics

 
Analytics

Modern self-service BI and analytics platform.

Analytics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
 
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT

Project Management

 
Projects

Manage, track, and collaborate on projects with teams.

Projects
 
Sprints

Planning and tracking tool for scrum teams.

Sprints
 
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
 
Solo

The all-in-one toolkit for solopreneurs.

Solo

Developer Platforms

 
Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

Flow
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
NEW
Apptics

Application analytics for all apps.

Apptics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
NEW
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep

IoT

 
NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT

Search Result

 
CRM Plus

Unified platform to deliver top-notch customer experience.

Try now
CRM Plus
 
Service Plus

Unified platform for customer service and support teams.

Try now
Service Plus
 
Finance Plus

All-in-one suite to manage your operations and finances.

Try now
Finance Plus
 
People Plus

Comprehensive HR platform for seamless employee experiences.

Try now
People Plus
 
Workplace

Application suite built to improve team productivity and collaboration.

Try now
Workplace
 
Marketing Plus

Unified marketing platform for marketing teams.

Try now
Marketing Plus
 
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

TRY ZOHO ONE
Zoho One
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

EXPLORE MARKETPLACE
Marketplace
Skip to main content

What is marketing automation?

Many businesses that run their operations online have been turning to marketing automation over the past few years to save time with repetitive tasks. But the way marketers view the power of automation is changing. A marketer’s world revolves around finding what matters most to their customers. More than just a way to reduce manual tasks, marketing automation is becoming a tool that humanizes customer experiences. It’s a means to uncover thousands of reasons for your leads and customers to associate with you.

Sign up for free  
Header line svg1 Header line svg1
  • Why invest?
  • Customer experience
  • Solutions
  • What should you automate?
  • Improve lead gun & qualification
  • How can reduce sales cycle time?
  • Why Zoho Marketing Automation?

Why should businesses invest in marketing automation?

The primary reason for implementing marketing automation is to complete repetitive tasks and eliminate inefficiencies from a business’s day-to-day, whether it’s sending email campaigns, posting on social media or a blog, or managing inquiries. Marketing automation is the smart long-term solution to efficiently accomplishing these goals.

Beyond that, though, marketing automation also provides a lot of insights that marketers can arm their sales team with. Knowing what content generated the most traffic, what landing page brought in the most leads, or what email content got the most number of clicks can all be beneficial to understanding your audience better. With marketing automation, you can leverage features to qualify and prioritize your leads effectively, as well as to manage the sales funnel.

While 4 in 5 users have reported better lead generation and ROI using automation, almost 74% of marketers say marketing automation saves them a ton of time—roughly six hours per week!

What role does marketing automation play in customer experience?

Marketing automation helps you stay proactively connected with leads and customers throughout their buying journey. You can map out the entire customer journey, detailing how they interact with you, and monitor how the relationship evolves.

If visitors express interest and submit their email addresses, you can send them a welcome email and tell them what you’re all about. You can eventually pitch to them without having to send a ton of promotional emails. Automation also helps you determine the optimal time customers are most likely to engage. Instead of spamming leads with promotions, you can send your message at the perfect moment and make it count.

Meanwhile, you can set up a workflow that sends retargeting emails to customers who haven’t interacted with you in a while. Set the period after which customers would become inactive, and automation will send occasional reminders to them.

The key to great customer experience is to send relevant content with a touch of personalization. Automation can help you find that key for your business.

What solutions can marketing automation provide?

  Sales and marketing alignment
  Personalization for customer retention
  Lead management and nurturing
  Multichannel campaign management
  Campaign efficiency maximization
  Closed-loop reporting

What should you automate?

You should automate any repetitive and predictable tasks you have to do to achieve a goal. Here are some areas that you should consider leveraging with automation.

Emails

Automated emails can significantly increase your revenue. The conversion rate for email automation is said to be 58% greater than that of promotional campaigns.

Social media posts

Scheduling social media posts is one of the best uses of marketing automation. Rather than logging in every time you have to post a piece of content on social media, you can spend a few hours on a month’s worth of content and schedule it to be posted well in advance. All you need to do after that is track and engage with the audience.

Customer service

Creating an automated system with a chatbot can help you identify different conversation scenarios and customer pain points. Automation can provide your team with insights on identified needs, empowering you to fix problems quickly.

How does marketing automation improve lead generation and qualification?

Automation allows businesses to take complete control of lead generation, from converting website visitors into leads and nurturing them to increasing sales qualification until they are ready to buy. Apart from the ability to design a unified lead generation flow for a business, a key feature of marketing automation is that it allows you to personalize your interaction with each lead based on their behavior and their current sales readiness stage. Personalization makes the delivery of your message more timely, targeted, and relevant.

Consumers today are self-educating and will research the information they need before making a purchase. The more involved you are in their research, the better chance you stand in closing the sale. Automation campaigns help you educate leads over a period with relevant and clearly defined content, making those leads sales-ready.

Using marketing automation, you will certainly be able to create a marketing strategy that generates more—and better quality—leads, all by focusing on the best possible audience to hear your pitch.

How can marketing automation reduce sales cycle time?

Customer and lead data collected by marketing automation software can tell who is the most engaging, what they are interested in, and how long it may take them to make a buying decision. Marketing automation helps nurture leads through behavioral triggers and indicates what they’re actually interested in. You can prioritize leads by scoring them and ensure only those who are nurtured and qualified are passed on to the sales team. This in turn provides the sales team comparatively less time to close a deal.

Automation also empowers your sales team with a quicker response time. It allows you to set up actions that trigger not just a quick response, but also a relevant one to the leads. By responding right when a lead triggers intent, your sales team can provide a solution exactly when needed. This can greatly increase the chance of closing a deal quickly.

Marketing automation also makes the follow-up process faster and easier. Automated messages that can also be personalized enable the sales team to have relevant touchpoints with each lead on a regular basis, further reducing the time spent on manual tasks.

Why Zoho Marketing Automation?

We believe we have always gone the distance when it comes to providing a privacy-first and customer-centric automation experience. Zoho Marketing Automation aims to provide a reason behind everything that happens in your business, from why people visited your website and what stage your leads are currently in to how a recent successful campaign fetched more returns.

It’s not just that. With Zoho Marketing Automation, try out all the variations to discover the most effective way to stay in touch with your customers—organize events, promote webinars, send surveys, set up drip nurturing, run social campaigns, and deliver timely text messages. Take control of your customer engagement across multiple avenues without having to worry about missing anything essential.

Sign up for free