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Category : Zoho Analytics

ZBrains Omnichannel Personalization

Zoho Analytics: Customize Marketing for Omnichannel Personalization

Zoho Analytics is a powerful tool for businesses looking to achieve omnichannel personalization in their marketing strategies. As a cloud-based business intelligence and analytics solution, companies can easily create insightful reports, dashboards, and visualizations. 

With features such as pre-built connectors, dynamic dashboards, and more, Zoho Analytics aids marketers in making better decisions on how to allocate resources for optimizing campaigns across multiple channels. Here, we’ll take a look at how to put it to good use by building an omnichannel marketing dashboard based on best practices we’ve observed working with ZBrains’ clients.

How does Zoho Analytics enable Omnichannel Personalization?

Zoho Analytics offers an easy-to-use, drag-and-drop builder that allows marketers to create custom dashboards with powerful visualizations, enabling omnichannel personalization. The platform includes several features that make it an ideal tool for creating an omnichannel marketing dashboard, including:

  • Pre-built connectors to quickly and easily connect data from multiple sources
  • Dynamic dashboards and drill-down reports, enabling marketers to slice and dice their data in real-time
  • Role-based access control, allowing organizations to manage who can access and edit dashboards
  • Automated data refresh, making it easy to maintain up-to-date reports
  • Advanced analytics with powerful AI capabilities for predicting future trends

However, Zoho can’t do it all on its own. For example, data from external sources must be connected to the platform before it can be used in dashboards. For this reason, it’s essential to understand the data sources available and how to connect them to Zoho.

How to Connect Data Sources for Omnichannel Personalization Using Zoho Analytics

Zoho Analytics provides a wide range of pre-built connectors that allow marketers to quickly and easily connect data from multiple sources.

To start, log in to your Zoho account and click the ‘Data Sources tab. Here, you’ll find a list of all the supported data sources and instructions on how to connect them.

Once the data sources are connected, you can begin creating your dashboard. Zoho Analytics provides several drag-and-drop options allowing marketers to create custom dashboards quickly. You can also use templates and widgets to customize the dashboard further.

Pulling Data From Multiple Sources With Zoho

Once your sources are connected, the next step is to combine data from multiple sources within your dashboard. 

To do this, select the data sources from which you want to pull data and then drag and drop them into the dashboard. You can customize the visuals using widgets, charts, and other elements.

Metrics to Track Using Omnichannel Personalization Reporting

Depending on your omnichannel strategy, there are several different metrics you may want to track in your dashboard.

SEO and Website Metrics

Key metrics to track:

  • Organic Traffic
  • Bounce Rate
  • Conversion Rate
  • Conversion Volume
  • Time on Site

You may also want to use Zoho Analytics to track the SEO performance of your content and campaigns (i.e., keywords, topic authority, backlinks, etc.), as this will help you understand how well your content is performing in terms of search engine rankings.

Social Media Metrics

Key metrics to track:

  • Total Dollars Spent (by campaign)
  • Number of Leads
  • Percent Junk (i.e., spam)
  • Cost per Click (CPC) (by campaign)
  • Cost per Lead (by campaign)
  • Revenue Generated (by campaign)
  • Return on ad spend (RoAS)

To get a complete picture of social media performance, you should monitor qualitative metrics like sentiment and user engagement. These metrics can be a little harder to measure but can provide valuable insights into the success of your campaigns.

SEM Metrics

Since many SEM activities are paid, they share some overlap with the metrics tracked for paid social media campaigns. The essential KPIs include:

  • Cost per Click (CPC)
  • Total Dollars Spent
  • Revenue Generated
  • Return on Ad Spend (RoAS)

Zoho Analytics can also help you monitor the cost and quality of the clicks you get for omnichannel personalization. This includes metrics like ad relevancy, click-through rate (CTR), impression rate, and keyword relevance. You can also compare your ad metrics against your SEO and web conversion metrics to determine whether or not your ads are worth the money.

Traditional Media

Finally, traditional media includes channels like television, radio, print, and out-of-home (OOH) advertising. Businesses can track metrics like budget spent, impressions, reach, and audience engagement in their dashboard.

Mostly traditional media outlets are mainly used for PR campaigns. These KPIs measure brand awareness and reach, ad recall, cost-effectiveness, and overall ROI.

Tips for a Successful Implementation and Choosing What to Track

Here are a few tips to ensure you get started on the right track with your new omnichannel dashboard:

  1. Start by mapping out your objectives. Could you identify the KPIs you want to track and ensure they align with your business and marketing goals?
  2. Choose data sources wisely. You can select only the seeds that will give you the most valuable insights into your marketing efforts.
  3. Use the proper connectors and integrations. Depending on the platform you are using for your dashboard, you may need to configure special connectors or integrations to pull data.
  4. Identify key performance indicators for each channel. Each channel should have its own set of KPIs, so could you make sure to track the right metrics?
  5. Create a dashboard that is user-friendly and informative. Could you ensure the dashboard is easy to navigate, understand, and use?
  6. Automate where possible. Automation can save you time and ensure the accuracy of your data.
  7. Avoid tracking too many KPIs. Too many metrics mean more work, so focus on the most critical KPIs for your business.

Some of the most commonly used Analytics connectors include Facebook Ads, Facebook Custom Audiences, Google Ads, Google Analytics, and LinkedIn Ads. Specific integrations you might want to consider having: 

  • VoIP: Integrating with VoIP services can help you track phone calls and conversations, mainly if your organization uses a service like RingCentral or Aircall.
  • Integrations with ESPs: Integrating with email marketing service providers (ESPs) like MailChimp, Constant Contact, and SendinBlue will allow you to track the performance of your email campaigns (if you aren’t managing your email marketing within Zoho).
  • Callrail: This call-tracking software helps you analyze the performance of your calls and conversations.
  • Clearbit: Integrating Zoho with Clearbit can help you get enriched data about your customers, such as job titles and social profiles.
  • ZoomInfo: This contact database aggregates publicly available data on businesses and people. Integrating with ZoomInfo can help you get insights into your target market.

Lastly, omnichannel personalization using Zoho Analytics is a way to boost customer satisfaction and drive sales.

We understand that setting up an omnichannel marketing dashboard in Zoho Analytics can be daunting. That’s why ZBrains is here to help. Our experienced professionals can guide you through the entire process, from data integration and customization to dashboard creation and optimization.

With ZBrains expertise, you can better understand your customer’s behavior and preferences and use that knowledge to deliver personalized experiences that drive engagement and loyalty. Please get in touch with us today to learn more about how we can help you achieve your marketing goals with Zoho Analytics.

A Woman Connecting Facebook Lead Ads to Zoho CRM

Connect Facebook Lead Ads to Zoho CRM: Integration Guide

In today’s digital age, harnessing the power of social media platforms is crucial for businesses to expand their reach and engage with potential customers. Facebook, being one of the most popular social media platforms, offers an effective advertising solution called Facebook Lead Ads. These ads allow businesses to capture valuable lead information directly from their Facebook ads. However, to effectively manage and utilize these leads, integrating Facebook Lead Ads with a robust customer relationship management (CRM) system like Zoho CRM is essential. This integration guide aims to provide a comprehensive walkthrough, empowering businesses to seamlessly connect their Facebook Lead Ads to Zoho CRM and optimize their lead generation and customer management processes.

Lead generation is a critical aspect of any business strategy. The Facebook Lead Ads program—which involves capturing prospective customers’ information via social media—can be a user-friendly option for identifying and capturing new leads. 

But for lead generation to be effective, it must be followed up with plenty of nurturing and analysis so that you can reach the best prospects who are most likely to convert into customers or clients. Integrating your Facebook Lead campaigns into your Zoho CRM allows you to keep all of your lead generation efforts in one place, while also facilitating lead nurture in real-time. 

To take advantage of these benefits, however, you’ll need to connect your Facebook Lead Ads to Zoho CRM. Here’s how to do it:

How can Facebook Lead Ads help in generating new leads effectively?

Facebook Lead Ads can be an easy way to generate new leads, as it allows you to run your marketing message within a venue you know your prospective customers frequent. Reaching people where they already are—in this case, Facebook—minimizes friction and increases the likelihood of your ads being seen.

Within Facebook, when prospects tap on one of your ads, a form pops up that’s already prepopulated with their Facebook contact information. All it takes is a few taps for them to get the information they need, while you generate a new lead for your business. 

Why Zoho CRM Partners Well with Facebook Lead Ads

By syncing your Zoho CRM account with your Facebook Ad Leads account, new leads can be automatically integrated into your CRM. As a result, you won’t have to manually export leads from your Facebook lead campaigns for import into your CRM. Instead, every time you get a new lead, it can be automatically saved to your Zoho CRM database, along with extra information such as the source of the lead.  

Additional Benefits of Zoho CRM Integration

Turning Conversations into Opportunities

Not only does Zoho CRM let you follow up on your Facebook leads, but it also lets you add leads from your listening streams, even if you’re not running an ad campaign. 

You can add these leads from the Social Tab manually, or set up triggers to automatically add leads from interactions that happen on your Facebook page. You can then assign these leads to your sales reps with specific rules, tasks, and reminders. 

Bringing Facebook and CRM Conversations Together

When a contact has been added to your Zoho CRM, you can go to your Social Tab and access their information, history, and activities. In addition, you can see their recent social interactions with your business so that you can respond appropriately to their social posts and comments. 

Engaging with Your Audience Live

Using the Social Tab in your Zoho CRM, you can easily create new social media posts or reply to comments and messages in real-time. Rather than switching between Facebook and Zoho CRM, you can keep your audience engaged from within a single platform. 

Tracking Conversations About Your Brand

By setting up listening streams that monitor when a prospect or competitor messages you or mentions you, you can manage your Facebook conversations in real-time. SalesSignals gives you real-time Facebook notifications via Zoho CRM. 

How to Connect Facebook Lead Ads to Zoho CRM

To connect your Facebook Lead Ads with your Zoho CRM account, you’ll need to use one of the Facebook Ad management extensions found within Zoho CRM’s marketplace.

Step #1: Install Facebook Advert Manager

To begin, you can either navigate to the Zoho Marketplace and install the Facebook Advert Manager extension, or you can log in to your Zoho CRM account and install it from there. Once the extension has been added to your CRM, take the following steps:

  1. Go to Setup > Marketplace > All
  2. Search for Facebook Adverts Manager
  3. Click Install Now

In the following screen, agree to the terms of service and click Install Now.

Select the users for whom you want to install the extension, and then click Confirm. Then, click Authorize on the following screen:

Finally, in the pop-up that appears, specify the username and password of your Facebook account, and click Continue.

Step #2: Import Your Facebook Ads

Once you’ve installed and authorized the Facebook Advert Manager Extension, you can start importing your ad data into Zoho CRM. When you first set up the extension, you’ll need to perform a complete import of your data.

  1. Within Zoho CRM, select the Facebook Advert Manager tab
  2. On the Facebook Advert Manager page, click Import
  3. This will import all the ads and ad sets that are associated with your Facebook account into Zoho CRM

Once this step is complete, you’ll be able to view and manage all of your ad campaigns from this tab itself. This will take some time, however, depending on the amount of ad data you have to import.

Additionally, if you’ve made changes in Facebook and want them to be reflected in Zoho, you may need to manually update your ads on the Facebook Advert Manager page. To update the details of a particular ad, select the required Advert ID and click Import Advert. The current status of the selected ad will be updated.

To import new ads from Facebook, click the Import button at the top right-hand corner of the window. This will not only import new ads from Facebook, but will update all of your existing ads as well.

Once you’ve successfully connected your Facebook Lead Ads account to Zoho CRM, you can take advantage of Zoho marketing campaign tools to easily nurture and convert the new leads you generate—as well as analyze your new data to create stronger campaigns.

FAQs: Integrating Facebook Lead Ads with Zoho CRM 

  1. What is the benefit of integrating Facebook Lead Ads with Zoho CRM?

Integrating Facebook Lead Ads with Zoho CRM offers several advantages. It automatically transfers lead data from Facebook to your CRM, streamlining your lead-generation efforts. Additionally, you can follow up on leads, engage with your audience in real time, and track conversations about your brand, all from within the Zoho CRM platform.

  1. Do I need technical expertise to connect Facebook Lead Ads to Zoho CRM?

You can use extensive technical knowledge. Zoho CRM’s user-friendly interface and the Facebook Advert Manager extension make the integration process straightforward. Just follow the step-by-step guide in the article to connect your accounts seamlessly.

  1. Can I import existing Facebook ads into Zoho CRM after integration?

You can import your existing Facebook ads and ad sets into Zoho CRM using the Facebook Advert Manager extension. Once connected, you can completely import your ad data into the CRM.

  1. How long does it take to import my Facebook ad data into Zoho CRM?

The time it takes to import your Facebook ad data into Zoho CRM may vary depending on the amount of data you have. For larger datasets, the import process might take longer. However, once the initial import is complete, you can easily manage and update your ads in real time.

  1. Can Zoho CRM help me nurture leads beyond Facebook campaigns?

Absolutely! Zoho CRM’s comprehensive lead management features allow you to nurture leads from various sources, including interactions on your Facebook page and other listening streams. You can set up triggers to automatically add leads and assign them to sales reps, facilitating lead nurturing and follow-up.

  1. How does Zoho CRM’s Social Tab help with engagement on Facebook?

The Social Tab in Zoho CRM enables you to interact with your audience on Facebook without leaving the CRM platform. You can create and schedule new social media posts, respond to comments and messages, and monitor real-time conversations. This keeps your engagement efficient and centralized.

  1. Can Zoho CRM provide real-time notifications for Facebook interactions?

Yes, Zoho CRM’s SalesSignals feature provides real-time notifications for Facebook interactions. This means you can stay informed about prospect messages or mentions as they happen, allowing you to respond promptly and take advantage of opportunities.

  1. Is Zoho CRM suitable for businesses of all sizes?

Yes, Zoho CRM is suitable for organizations of all sizes, from small startups to major corporations. Its scalable features and customizable options make it a versatile CRM solution for businesses looking to optimize lead generation, customer management, and sales processes.

  1. Can I analyze the performance of my Facebook Lead Ads within Zoho CRM?

Yes, Zoho CRM offers robust reporting and analytics tools that allow you to track the performance of your Facebook Lead Ads campaigns. You can gain valuable insights into lead generation, conversion rates, and campaign effectiveness to make data-driven decisions and improve your marketing strategies.

  1. Are there additional costs for integrating Facebook Lead Ads with Zoho CRM?

The Facebook Advert Manager extension is available in the Zoho Marketplace, and its installation is generally accessible.

However, depending on your usage and specific requirements, additional costs may be associated with Zoho CRM’s premium features or higher-tier plans. Remember, by integrating Facebook Lead Ads with Zoho CRM, you can enhance your lead generation efforts, improve lead nurture, and manage your customer relationships more efficiently, leading to better business growth and success.

Have further questions about connecting Facebook Lead Ads to Zoho CRM? Need help maximizing the value of the data you generate from these campaigns? Get in touch with our team of Zoho specialists for customized assistance. 

ZBrains Zoho CRM Reports Graph

Maximize Sales with Zoho CRM Reports: Analytics Reporting Guide

Of all the advantages of using Zoho, one of the most compelling is the platform’s simple, yet in-depth reporting applications. 

Depending on what you need to report on, you may find that the basic reporting options built into Zoho CRM suffice. Alternatively (or, additionally), you can tap into the power of the more advanced Zoho Analytics when you need to get a deeper understanding of how your business functions.

With that in mind, let us explore each in turn, looking more closely at the advantages and disadvantages of Zoho CRM or Zoho Analytics. 

Zoho CRM

As a CRM, Zoho’s offering is well-rounded and user-friendly, offering most businesses everything they need to keep track of customer relationships. 

From a reporting perspective, Zoho CRM comes with its own reporting engine that is customizable and operates in real-time. As a result, the program enables you to run reports on key relationship and sales metrics, as well as email them out on a scheduled basis. Zoho CRM also comes pre-built with a myriad of reports useful for sales, account management, and front office leadership.

Building Your Dashboards

In the Zoho CRM reporting window, you will see a list of records that you can build into tables, including pivot tables and pivot charts:

You can choose a range of components to group into your dashboards, as well as place components on your home screen. 

An example of a group of components

An example of a dashboard

That said, while Zoho CRM allows you to choose the time or table that best represents your data, it does not allow you to change how your query is built. When you choose the type of table you want to use, Zoho writes the query for you. 

Scheduling Your Reports

With Zoho CRM, you can schedule reports to be automatically sent out by email, which can streamline internal progress reporting and status updates. 

Simply go to the left-hand menu, pick Scheduled Reports, and enter the report you want to have emailed out on a regular basis. 

The major advantage Zoho CRM reporting is real-time but limited to CRM data with no drill-down configuration. If you need additional reporting capabilities beyond what Zoho CRM can provide, you may want to look into Zoho Analytics.

Zoho Analytics

Zoho Analytics is Zoho’s business intelligence and analytics platform. Zoho Analytics allows you to review and report on data from a variety of data sources, as well as customize how that data is presented and shared. 

Data Sources

Incorporating data from multiple sources means that Zoho Analytics facilitates a much deeper dive into your data. In addition to Zoho data points, you can also use Analytics to pull in data from external applications, such as Google Analytics, YouTube, Google Ads, or Facebook. 

Within Analytics, simply select your chosen data sources, and pull them into the same workspace. From there, you will be able to query those different tables together to build reports that span across each application. 

Customizing Your Data Drill-Downs

Like Zoho CRM, Analytics allows you to choose from a variety of charts to present your data. However, with Zoho Analytics, you also have the option to customize charts and tables for tailored insights with Zoho Analytics.

Once you have built your table or chart, you can drag and drop them onto your dashboard for enhanced visibility. 

You can also utilize global filters–such as user, team, and date–to drill down into your data. For example, if you wanted to check on an individual team’s performance, you could filter your reports by team. All of the charts and tables that include a team filter would then be updated and displayed accordingly. 

Trend Reporting

One final feature that may make Zoho Analytics a better fit for your organization is its predictive capabilities. Analytics displays trends and projections, enabling informed predictions for future business decisions and investments.  

As a note, this is not an ‘either/or’ situation. You can Embed Zoho Analytics reports into Zoho CRM via the Analytics widget, by inputting the dashboard URL. Overall, Zoho Analytics is valuable for teams needing trend reporting, global filtering, and multiple data sources.

It is worth keeping in mind, however, that Analytics is not a real-time dashboard. The tradeoff for this enhanced functionality is that you will have a three-hour sync to contend with, though this is not likely to be a deal-breaker for most teams.

Zoho CRM vs. Zoho Analytics Reporting

As you explore your different Zoho reporting options, weigh your options within CRM and Analytics carefully. Taking these and other key points into consideration will help you arrive at the right solution for your team.

Any other questions about Zoho CRM and Zoho Analytics? Reach out to the team at ZBrains if you have any queries or need clarification.