We get this question all the time at ZBrains: what is the difference between Zoho CRM Campaigns, Zoho Campaigns, and Zoho Marketing Automation?
Although the names of these apps and modules are all quite similar, each has its own unique strengths. Let us take a closer look at how to use each resource, as well as the situations where it makes sense to use one over another:
Zoho CRM Campaigns
The Zoho CRM Campaigns module brings marketing automation features directly into your Zoho CRM to help you track the success of your sales and marketing campaigns. Depending on your business, that might mean measuring the number of deals, sales, or orders generated from a campaign.
In any case, this module is mostly about marketing attribution, and Zoho gives you 6 algorithm modules to choose from:
U-shaped attribution and the time decay model–which attributes the most ROI to the last campaign someone was active in–are pretty standard choices for B2B businesses, while first-touch attribution is often more appropriate for small sales. Whatever you choose, all you have to do is pick the model, hit ‘Save’, and Zoho does all of the work for you.
As a note, although you can make campaigns manually in Zoho CRM Campaigns, you might not need to if you are using the Zoho Campaigns app or Zoho Marketing Automation. You also should not use Zoho CRM Campaigns to send mass email campaigns. The module does limit sending to 1,000 messages per day, but because the messages are sent from your own domain, you risk incurring penalties from Google for sending that kind of volume.
The Zoho Campaigns app is an email service provider (ESP) that is built to help businesses send marketing emails at scale, legally. Think of it like Mailchimp, Constant Contact, or other similar email marketing tools.
In addition to providing the standard email builder features you would expect from an email marketing solution, Zoho Campaigns gives you the option to create new campaigns in Zoho CRM Campaigns simultaneously. To set this up:
Click ‘Advanced Options’ inside your Zoho Campaign
Find the toggle labeled ‘Create campaign in Zoho CRM’
Toggle it to the ‘on’ position and save your changes
Then, if you log back into your Zoho CRM Campaigns, you should see your email or social campaign in your list.
You will still need to create phone and direct mail campaigns manually, as Zoho Campaigns and Zoho Marketing Automation focus on digital marketing. But once you have your campaigns fully integrated between the 2 apps, Zoho Campaign activities can be recorded in your CRM records, helping your salespeople better understand your contacts’ engagement.
Another key point about Zoho Campaigns and Zoho Marketing Automation is that they do not send from your mail servers (even though you use the authorization to on your DNS). Zoho Campaigns also sends emails in batches–typically smaller batches to warm up the IP of whatever server they are being sent from–so that they have a much higher chance of getting into recipients’ inboxes.
Zoho Marketing Automation
Finally, there is Zoho Marketing Automation. Going beyond the kinds of email, SMS, and social campaigns found in Zoho Campaigns, Marketing Automation adds autoresponder campaign types including:
These different autoresponder types are based on contact actions and other triggers. For example, a Smart Series autoresponder is like a newsletter–contacts can be added midway through a campaign, and they will receive new messages as they are added.
With a Lead Nurturing campaign, on the other hand, email addresses are added directly to the autoresponder. Once they are warmed up, they are thrown over the fence into Zoho CRM for follow-up by sales.
The process of working with Zoho Marketing Automation looks very similar to Zoho Campaigns, but when you go to a ‘Journey’ in Marketing Automation, you will see that there are a lot more actions to choose from than with the comparable workflows in Campaigns. There are more entry points, more lead score calculation options, and more end-of-journey actions–it is just a more robust builder overall.
For these reasons, Zoho Marketing Automation is more comparable to a platform like Marketo or Pardot, while Zoho Campaigns is really meant for simpler campaigns built around email, social, or SMS.
Choosing the Right Zoho Marketing Solution
While there are plenty of other differences between Zoho CRM Campaigns, Zoho Campaigns, and Zoho Marketing Automation, the features highlighted above should give you a sense of when to use each:
Use Zoho CRM Campaigns to monitor campaign performance, but build your campaigns in Zoho Campaigns instead, where possible.
Use Zoho Campaigns to automate email, social, and SMS campaigns without compromising deliverability.
Use Zoho Marketing Automation when you need more complex autoresponders than can be achieved with Zoho Campaigns alone.
Published on: August 29, 2019Category: Zoho CampaignsLast Updated: June 14, 2021 Comments: 0
Zoho Campaigns Consultant = Peace of Mind
If you’re reading about marketing strategies in a blog that’s specific to Zoho consulting, chances are you’re looking for some help with Zoho Campaigns, or one of the many other apps in Zoho’s marketing stack. And, we can definitely provide that to you. But, what you may not know is that using a Zoho Campaigns consultant is about more than just getting your Campaigns app set up the right way. It’s about giving you confidence in Zoho’s flagship marketing app (well, at least until MarketingHub usurps it) and taking stress off your plate. It’s about giving you peace of mind in an area where you previously didn’t have much.
What can a Zoho Campaigns Consultant do for you?
Zoho Campaigns gives you a lot to play with, especially during setup. Upon first login, you’re greeted with an enormous dashboard and no good place to start. What’s to do?
Well, that all depends. In order to know what exactly to do with setting up Campaigns, you (or your consultant, in this case) will want to take a step back and consider some questions:
What is your marketing objective by using Zoho Campaigns?
How frequently do you want to email your prospects?
What metrics do you use to measure marketing success?
The reason for asking these questions is simple. Anyone can set up Zoho Campaigns so it works correctly. But, whether or not the system is set up for your business’s needs is something else entirely. Your answers to those questions will help your consultant set up Zoho Campaigns for you.
Diving a little deeper…
Let’s explore these questions in a little more depth.
What is your marketing objective by using Zoho Campaigns?
Believe it or not, your answer matters here. For example, your app will need a different configuration for garnering new leads (outbound marketing) than it will for contacting lists of customers or prospects who already know you (inbound marketing). You’ll use different aspects of Campaigns, either way. And, your answer will inform what kinds of information you’ll need synced to Zoho CRM.
How frequently do you want to email your prospects or customers?
Zoho’s pricing model varies depending on the number of emails you’d like to send per month – or, the number of contacts you’d like to be able to send emails to. For emailing large numbers of contacts, you may want to set up segments for your mailing lists. And, to protect against spam reports for very large lists, you may want to vary your sender name or even your email domain in some cases. This ultimately protects your domain and your brand so you can use Zoho Campaigns without worrying about a blacklist every time you hit Send.
What metrics do you use to measure marketing success?
The stats you want to track to measure your own success will dictate how you set up your Campaigns. For example, maybe you measure success in the number of signups you get for a service, or maybe you’re only tracking email opens – or, maybe you want your email marketing to lead your prospects down the entire sales funnel. Of course, you’ll modify the content you create based on these goals too. But, your Zoho Campaigns consultant will recommend a slightly different setup depending on your goals.
By coordinating with a Zoho Campaigns expert, you can make sure your marketing app will be set up according to the answers to these questions, and more. Proper training would of course cover the whole spectrum of the app, but that too would be tailored to your needs somewhat to avoid confusion.
Let’s reframe: What happens without a Zoho Campaigns Consultant?
A number of things can happen. From best to worst:
Campaigns won’t be set up according to your needs. So, even if it’s somewhat effective for boosting business, you may have untold room for improvement.
Your staff will find the software too difficult to use due to improper training – or lack thereof entirely.
Your marketing efforts might even confuse your customers because they misunderstand the software’s purpose, and you could actually lose business.
Don’t fall victim to improper Zoho usage! Your success is imminent.
Good email marketing can mean the difference between a flat year or a banner year for your business. And, you have the power to decide how it all goes.
Unless you have some fantastic luck, you could say the beginning of every good sale starts with good marketing. Zoho Corporation, what with their regular schedule of updates, is well aware of this fact. In fact, they have been putting together a very exciting new platform – Zoho Marketing Automation. It hat aims to capitalize on this notion and give users more marketing power and control – and in that way increase sales and put more money back in their customers’ pockets.
This addition to the Zoho marketing stack is designed to encompass every marketing tool they’ve built. They’ve combined those tools with elements of Zoho Analytics, added a very attractive, and updated UI smacked onto it… The tool’s name: Zoho Marketing Automation.
Obviously, the implications of Zoho releasing such a tool in the context of its present suite of apps are far-reaching.
In today’s post, we’ll go through the new features Zoho Marketing Automation brings to the table, how the app can affect (and improve) use of Zoho CRM, and what the app’s existence means for other related Zoho apps.
Solving a common problem: Lack of a Marketing Hub
Many of our customers already come to us looking for help connecting the various software components of their business. The marketing “stack,” or suite of individual apps, is an important part of this. Though with the sheer number of tools available to help, each with somewhat overlapping functionalities, your confusion over where to start and which ones to use would be forgiven.
And, Zoho has a reason for presenting all the tools to you in this way. As businesses and commerce itself both trend toward being more digitized, it becomes more and more important to have all the digital tools necessary to market effectively to potential and current customers. Previously, Zoho offered different apps to fulfill different marketing duties. This includes Zoho Campaigns for email marketing, and Zoho Social for social media posts and monitoring. However, even with integration between these apps, it isn’t the same as having everything controlled by a single app. Zoho putting all these different tools together under one umbrella is their ultimate answer to the question, “how do I manage the entire marketing funnel effectively, from A to Z and beyond?”
What does Zoho Marketing Automation bring to the table, then?
Marketing Automation covers all of a customer’s journey, not just some of it.
And, there are a lot of features to note here, so strap yourself in…
As with both Zoho CRM and Zoho Campaigns, Zoho Marketing Automation provides webforms with which to funnel your prospects, leads, and contacts into different marketing “buckets,” each bucket with its own objective and type of content. These webforms can be placed on your website, but they can also be integrated directly with services like GoToWebinar and EventBrite for a more unified experience. As far as features go, this is par for the course from Zoho, but this next one is downright exciting…
Web behavior tracking.
Once you’ve obtained a lead’s information via a webform, you can use Marketing Automation’s Web Assistant feature to tell you exactly where that person went on your website, how long they were there, and where else on your website they clicked. This borrows a bit from services like Google Analytics. But, combined with information your lead already submitted, it allows you to identify their path to becoming a customer. And, for everyone who didn’t submit information to you, Zoho Marketing Automation still gives an aggregate page popularity map, page click-through likelihood tracker, and many other useful reports.
Custom email campaigns based on interest.
You can use behavioral data gathered by Marketing Automation to send very targeted email campaigns based on the products or services your leads are most interested in. Once they receive this info, you can give them lead scores based on how they interact with your content: did they skim or really read it? Did they click a link and stay on the page for long? You can then choose to send leads who score the highest to your sales team automatically. This will ensure the team doesn’t waste time reaching out to anyone unqualified.
Tailor the customer journey by persona.
You can also use Zoho Marketing Automation’s data to modify your website itself so leads convert more quickly and easily in general. Modify your customer journeys not only by product or service interest, but by their very persona. This is one of those things that will make your potential (or current) customers more satisfied with your content and your company on the whole, though they may not know exactly why. One of the few instances where mind games are okay to play!
Continue engaging your customers long after they’ve bought from you.
When you look at a list of customers, you’re really looking at a list of people who already trust you. If you have services or products that pair well with those that your customers have already consumed from you, you can use Zoho Marketing Automation’s data to make decisions about sending more email campaigns, custom surveys, and other promotions to help you sell more and sell easily.
Plan future campaigns based on your exact ROI.
Arguably the most important stat to a marketer is Zoho Marketing Automation’s Marketing Planner. It calculates the ROI of individual marketing channels, and the respective campaigns within each channel. This enables you to focus more of your effort on campaigns that deliver and kill off the ones that don’t produce.
These features of Zoho Marketing Automation are sure to improve the lives of the marketers who plug it into their campaigns. And, this is not just by informing them of what’s working and what isn’t, but by telling them exactly how profitable they are to the company. From then onward, it’s incumbent upon the sales department to take all this great information from Marketing Automation, and run with it.
So, how does that look, exactly?
Zoho Marketing Automation feeds Zoho CRM. Then, the CRM beefs up your sales potential
If utilized correctly, introducing Marketing Automation to your suite of apps has the power to turn a fledgling sales department into a breakout team. For an already powerful team, it could make you into a group of downright all-stars. And, while it’s true that Marketing Automation integrates with CRM. It can sync a good deal of information directly into the hands of your sales team; it’s not the raw data that concerns them most.
Of course, there’s value in knowing things like:
The amount of time a lead has spent on your website
The number of pages they looked at, and their exact click path
Which email campaigns they acted upon and which ones they ignored
But, it’s even better to combine this data with the power of Zoho CRM – and some workflow automation programming – to inform your sales team:
Exactly how to open the lead based on how long they spent on your website
Just what products or services to pitch based on the exact combination of pages viewed
How likely that person is to become a customer based on their email campaign interaction. And, when they might say yes based on behavior of others in that persona category
Which warm leads to go after, and exactly when to go after them
Of course, a well-seasoned salesperson can glean a lot of this information by looking at the raw data from Marketing Automation. But, any salesperson worth their salt knows time is money. So, why spend time figuring out yourself what Zoho CRM’s calculations and workflow rules can figure out for you in a snap? You could even integrate blueprint into the mix and place hotter prospects into different stages in the Leads or Deals module, and save even more time. The sky’s the limit when it comes to translating the data from Zoho Marketing Automation into actionable CRM data for your team. (And, if you’re confused about what exactly to do, our team of Zoho consultants can help you with that and anything else.)
So, does this mean I can throw away Zoho Campaigns and Zoho Social?
It’s not a bad question. Earlier, we mentioned Zoho Marketing Automation combines many aspects of Zoho Campaigns with Zoho Social. And, essentially, it adds a lot of intelligence to those apps. But, does that mean you should just stop using Zoho Campaigns or Social?
My answer: If you’re afraid Zoho is just going to turn off your apps or delete your old campaigns, I wouldn’t worry too much about that. Zoho’s usual MO when it comes to building apps that improve upon existing ones is to either allow users the option to use either app (or both apps) in question. (A good example of this situation is in Zoho Books vs Zoho Invoice.) Or, they may even choose to merge Zoho Campaigns, Zoho Social, and Zoho Marketing Automation formally into one app.
But, I would guess the latter move would be very complicated and labor-intensive. Not to mention, having only Marketing Automation as an option might even be overkill for some companies. We wouldn’t want Zoho to turn into Salesforce…obviously!
Another value add: look for Marketing Automation in Zoho One
Zoho Corporation has added Marketing Automation to the Zoho One platform. This just further cements Zoho as one of the best values out there, in my humble (and admittedly biased) opinion. Leveraging the power of Marketing Automation and CRM, you have the opportunity to feed data already coming from your website through both apps and present your sales team with new action items. Nothing could be better for a sales department.
In 2020, getting through 1000+ words might be a little too much to handle. So, I’m happy to provide a short synopsis of this article.
Marketing Automation is Zoho’s answer to the big marketing automation competitors like HubSpot, et al. And it packs the features to go along with its name. Apart from tracking click paths and seeing how to best convert web traffic, you can also send email campaigns and launch social posts right from the app. This means you could theoretically replace Zoho Campaigns and Social with Marketing Automation. With Zoho Marketing Automation, you’ll get just what you put into it. So, as long as you connect it to your website and allow the relevant data to flow in, the resulting reports should be pretty easy to understand. And, if they aren’t, you can always contact us and we’ll sit down and help you.
As always, we’ll keep you informed of any Marketing Automation, CRM, or other developments in Zoho. If you have any questions about anything here, we’d love to hear from you.
Keeping your customers and clients-to-be engaged when they have so many other things going on in their lives is one of the most valuable things one can do when managing a business – otherwise, what are you to them? Will they even remember you after your most recent conversation? Zoho Campaigns is Zoho’s email marketing tool, and although it’s historically been a fine tool for sending emails and tracking statistics, it’s just added a load of customizable options and a good dose of marketing automation – so you can engage your audience even more easily, and do it in style through the new Zoho Campaigns UI.
Here are 6 great ways the new Zoho Campaigns UI helps keep your marketing machine in gear and can help keep you at the top of your audience’s minds.
1. Updated interface designed your way.
The new Zoho Campaigns UI allows you to work smarter with a new, customizable dashboard, to maximize your efficiency. With this dashboard you can get an overview of your email campaigns, and add only the widgets that you want to see, so you aren’t wasting valuable space on your screen. With the My Short tab, you can achieve smooth transitions with tabs that group your favorite features together, allowing for effortless focus on just the tasks that make up your workday.
2. Advanced Email Design Capabilities
Creating email campaigns has now become even easier. The new Zoho Campaigns UI allows you to create responsive and more complex email templates. The new drag-and-drop editor makes building email templates easy, and the new UI also makes it much easier for you to add pre-header text, attachments, and links to your social media pages. You can even preview what your campaigns will look like on any device using the built-in Litmus test. Want to go back to a previous version of your email? Well, Campaigns now saves all past iterations so you can!
3. New Image Editing Precision.
In the previous version of Campaigns, you could only upload and resize an image. Now, you can combine your creativity and knowledge with added tools that allow for editing images from within Zoho Campaigns. That means you can crop, retouch, and even add text to the images that you upload! You can extend your creative capabilities with more image editing options. And increase your ability to connect with your audience by using engaging images.
4. Automation Puts More Flow Into Your Workflows.
Gain back valuable time in your day with expanded automation. With a number of added customizable autoresponders, triggers, and workflows, you can target your audience based on their behavior, clicks, and actions. Take automation a step further with the introduction of dynamic content, which can change the content of your emails based on subscriber or list segmentation. Ensure that your clients aren’t bombarded by emails by setting up your own rules.
5. Define User Roles and Permissions.
Ever worry that a new Zoho Campaigns user will accidentally delete one of your email campaigns? Well, the new Zoho Campaigns UI even takes care of this problem with new settings for team member permissions and roles, just like in the CRM. You can also set managerial approvals so no campaign ever goes out without being approved first!
6. Reporting Features to Campaign Smarter.
Knowing how your campaigns are performing is integral in the structuring and design of future campaigns. The new UI allows you to track your campaign’s success with comprehensive analytics on a customizable dashboard. You can drill down into your campaign data even further than before with reporting on specific devices, email clients, and browsers that your clients used to view your campaigns. Add Google Analytics to Campaigns and track activity back to your website, and suddenly you have access to much more data – and ways to bridge gaps to connecting with your clients – than ever before.
The new Zoho Campaigns UI is available for all users! Pricing for Zoho Campaigns begins at $6/mo for unlimited emails and up to 500 subscriptions. Interested in learning more, implementing Zoho Campaigns, or starting on another Zoho app like Marketing Automation? Contact a member of our team! We are Zoho Certified Consultants here to help. Give us a call at (888) 207-4111 or click the button below and we will reach out to you!
It’s Thanksgiving! It’s the perfect time to chow down, visit family and friends, and be happy and thankful for everyone in your life. In the spirit of the holiday, we would like to share some of the Zoho Apps that we are most grateful for with you! They can help you to optimize your potential and can keep you on-track and ready to close more, win more, and earn more.
Here are 4 Zoho Apps that we are grateful for!
Zoho CRM is a powerful cloud-based customer and prospect management solution for your business. It is your most basic database where you can reach out to your customers and reference past work or projects, as well as forecast future sales – which you can use to make key decisions about your business. With Zoho CRM, you can set tasks and reminders to reach out to your customers in a timely and convenient manner, all for the purpose of giving your customers a smoother journey through your sales funnel. With a multitude of integrations, add-ons, and applications you can customize this CRM to fit your specific, unique business needs. Check out just how easy it is to migrate to Zoho!
Simplify project management for your business! This agile project management app designed to manage software sprints and help everyone get over their respective hurdles. A simpler project management solution than Zoho Projects, you can manage and track your team’s time and see where everyone stands using the Scrum Board. Use analytics which update in real time to help you make predictions, make adjustments, and identify bottlenecks. All of these features will make sure that your team is operating efficiently. Learn more here!
Being able to keep in touch with your customers and prospects is important: it can convert uninterested leads into warmer prospects, and it can turn one-time customers into lifetime family members. Instead of toggling between various different apps for email marketing, you can use Zoho Campaigns. It integrates with your CRM to ensure that your data is always up to date. Campaigns also gives you massive insights into your email marketing campaigns so you can know how they performed and automate follow-up campaigns. Best of all, the integration with Zoho CRM offers unparalleled visibility into those engaged with your content and pipeline. Learn more about the power of Zoho Campaigns!
Good customer service is important! Happy customers make life so much easier. Zoho Desk is that all-encompassing solution for your business in need of a ticketing system. Desk is context-aware and designed so your service never misses a beat. With in-depth reporting for management, detailed tickets and time tracking for agents, and a knowledge base for customers – this Zoho app help cover every level of customer service.
Love all of these Zoho Apps? Well, they are all included with Zoho One! If you are interested in learning more feel free to reach out to our team. Give us a call at (888) 207-4111 and schedule a consultation at a time that works best for you. You can also sign up for a free trial of Zoho by clicking the button below!
We here at ZBrains wish you a safe, happy, and delicious holiday!
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In today’s ultra-digital environment with endless information and limitless options, the businesses that provide the best customer experience are king. As you may well know, there are lots of different ways to interact (or not) with your customers, and there are many schools of thought on this. But, generally speaking, people want to feel like they’re buying from a trusted brand, someone with a social media presence, someone able to nurture them from point A to point Z without it feeling like a sales process.
Bearing all that in mind, Zoho Corporation has tuned three of their apps – CRM, Campaigns, and Social – to give your business these very powers and cut away from the myriad others trying to do what you’re doing. The difference truly is in the experience you give your customers with these apps.
Here’s How Zoho Can Optimize The Customer Experience
Zoho CRM – The Customer Experience Hub
Zoho CRM is your most basic database, the place where you can reach out to your customers and reference past work or projects. You can set tasks and reminders to reach out to your customers in a timely and convenient manner all for the purpose of giving your customers a smoother journey through your sales funnel. You can also use the information inside to plan campaigns: Calling, emailing, social media, or even updating content on your website.
For example, you might see through Zoho CRM web-to-lead forms that only small number of prospects are coming to you through a landing page for one of your most profitable products, so you’d know that you’d need to improve your content around that product. And for another example, you might have received a glut of new leads and want to contact them all at once – perhaps a job for a mass email from the CRM – or something a bit more sophisticated, like an email marketing app.
Zoho Campaigns – Email Marketing Simplified
The benefits of email marketing are abundant. You can improve sales and conversion rates at a reduced cost. Being able to run campaigns easily in Zoho Campaigns helps to simplify your email marketing. Here you can create emails with beautiful customizable templates, track what content your prospects are engaging with, and receive up-to-date reporting and performance data. This information will keep your customers engaged and informed.
Campaigns integrates with Zoho CRM, so you can import your customer lists directly into it. You can create automation and workflows to ensure that your customers can receive personalized content that’s also relevant to them. Additionally, you can compliment your email campaigns with social media posts. Share your email campaigns, invite your subscribers to your pages, and create Facebook landing pages – all on one platform! Check out more on the power of Zoho Campaigns here.
Zoho Social – Post Easily and Effectively
Zoho Campaigns is not the only place that you can place you can manage your social media. Zoho takes it one step further with Zoho Social. Here you can manage all of your platforms in one place. Schedule social media posts as you see fit or by using SmartQ, which will suggest dates and times to post for optimum reach and engagement. Social’s new bulk scheduling tool will allow you to upload multiple posts at once, saving you tons of time!
Track customer engagement and respond to customer messages directly from the app. Did someone like your post or mention you in a tweet? Zoho Social will let you know! Social media marketing can be very valuable for your business when done right. It allows customers to connect with your business without feeling pushed. With in-depth reporting and analytics, you’ll know which posts received more engagement, and on which days. Stay the top of your customers’ minds and give them the knowledge they need to come to you when they need you.
Keeping your customers engaged is important to ensure that they have a positive customer experience. Communicating with them in a timely manner will show that your business is dependable while keeping them engaged through email or social media campaigns will build trust with your business as a reliable source of information. Zoho can help you optimize these processes.
Interested in learning more? Contact a member of the ZBrains team today!
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When new clients come to us at ZBrains, we often hear one of two things – either they have faced significant challenges with a previous CRM software they have used and they’re ready to move on, or they have just signed with Zoho and are unsure where to start. With these two challenges, you could say that we’ve heard it all – from A to Z; so, you can be sure that we have answers to your common CRM issues.
After thousands of conversations with various clients, we’ve wrangled our experts at ZBrains to tell us their top 3 most common CRM issues from new clients. If you’re brand new to CRM management or perhaps you have questions about your current CRM, we’re sure you’ll identify with one (or more) of the challenges below.
Here are the top 3 common CRM issues (and their solutions).
Challenge: I can’t access my CRM on-the-go.
Imagine you want to access a client contact history while en route to a meeting, or away from your desk – but you can’t access your CRM through your phone. Ugh.
Solution: Discover a CRM that works on-the-go.
Challenge: My team does not know how to use my CRM properly.
Whether it’s because of lack of process or lack of training, your team just doesn’t understand or know how to use the major features of your CRM, it can be difficult to get your employees on-board entirely with your CRM.
Solution: Educate, Track, Customize.
Save time by tracking everything- from emails to phone calls, and meeting logs in between. Zoho has it all – enabling your team to make the most of your CRM. Have a program that educates your team on the benefits and use-cases before diving in head first. In our experience, this has truly made a difference in overall adoption and usage. Develop a solid process for your team and have customizable solutions for your business processes. Get started on the right foot by signing up for one of our Zoho implementation plans.
Challenge: My CRM doesn’t integrate with the software I use every day.
Are you always flipping through tabs, browsers, applications and spending far too much time logging-in, or recovering lost passwords?Is it just another application that you need to manage?
Solution: Find an all-in-one solution.
This is especially true for sales and marketing teams, who certainly use many, many applications on a daily basis. From CRM to email, social media posting applications and more, it can be a challenge to keep track of it all. Zoho One has 35+ integrated applications that encompass everything from CRM, email newsletters, documents, inventory, and more. Here at ZBrains, we offer additional add-ons and custom integrations for your favorite business products, such as QuickBooks, Magento, and more.
It’s important to find a CRM that can integrate with a variety of solutions to optimize the potential of your business. It will keep you on-track and ready to close more, win more, and earn more.
From employees using your CRM (properly) to finding software that works for all teams in your company, these are our top 4 common CRM issues and their solutions. They’ve been compiled by our Zoho certified consultants here at ZBrains who are here to help you with your burning questions. Feel free to drop us a line!
The evolution of marketing and business development has grown leaps and bounds over the last few years. As software has offered increasingly more features and benefits, the days of disconnected CRM software and email management systems are over. You can now have information, data, and reporting at your fingertips through multi-platform accessibility. Zoho Campaigns, for one, has not only grown with the evolution – it has led the way in terms of features and functionality. From creating emails with beautiful customizable templates to tracking and reporting what content your prospects are engaging,
Zoho Campaigns allows you massive insights into your email marketing campaigns. Best of all, the integration with Zoho CRM offers unparalleled visibility into those engaged with your content and pipeline.
Here are 4 reasons why you’ll love the power of Zoho Campaigns and CRM integration
1. Reach out to your leads, prospects, and customers with ease.
With Zoho Campaigns and Zoho CRM integration, you can track engagement and email exchanges all-in-one. Your entire marketing team can use Campaigns to send email messaging through a multi-user account, which means that visibility into all activities is second-to-none.
Efficiency is key when it comes to this integration. If you have customer lists in Zoho CRM (of course you do!) you can see these campaign results within each prospect record – so the next time you’re on a sales call, you won’t need to switch between multiple applications to find answers to your prospect’s questions. Everything is in one record through your CRM.
2. You’ll know how well your campaigns performed against your sales contact list.
When deciding who to actively prospect and who to set aside, for now, the data and subsequent decisions will be right before your eyes. Email marketing provides a detailed look into who’s interested – and who isn’t. After all, for every $1 spent, email marketing generates $38 in ROI. Now that’s impressive.
Within Zoho Campaigns, you can also customize your lists to reach the right audience. You can segment your lists based on specific criteria, such as business type. This makes custom, targeted engagement a very simple task.
3. Your data will always be up-to-date.
The advanced sync between Zoho CRM and Zoho Campaigns allows users – you – to maintain up-to-date versions of contact and lead information. When a prospect engages, this data will pull into your CRM. When a prospect opts-out, they will be automatically unsubscribed from your mailing list and you will receive a notification. You won’t be working with old data, meaning quality will be assured every single time.
4. Your sales staff won’t need to toggle between various software.
Your sales staff have other, more important tasks to worry about – like closing deals. That’s why they won’t spend time toggling between various pieces of software. They won’t need to pull open your CRM alongside your email marketing software while trying to make sense of the data. Instead, Zoho Campaigns gives your sales team one unified platform to monitor and provide all of the information in one place, making them more efficient – and closing more deals – in the meantime.
We love the integration between Zoho Campaigns and Zoho CRM – and we are sure you will, too. To learn more about how this will work for your business you can contact us. Or you can enable your team today by signing up for a private Zoho CRM training support session! Lastly, for even more great, integrated marketing features, we strongly recommend checking out Zoho Marketing Automation, the latest marketing funnel management app from Zoho.
When it comes to security with online software, you’ve likely heard it all. “Change your passwords“, says your Information Technology group. “Don’t connect to public Wi-Fi“, your colleagues suggest. Yet, with your CRM – Zoho, specifically – we are lucky that the platform has built-in, ready-made capabilities that will protect you and your business. Particularly, Zoho’s system security capabilities are second-to-none for Tech and Marketing teams alike.
But, why should your business even care about security?
Well, let us tell you a story about a little ol’ company named Sony.
Sony created a globally popular movie, The Interview, featuring Seth Rogan and James Franco. The Interview depicts two friends who run a popular tabloid show; these two friends pitch and land an interview with North Korean dictator Kim Jong-un. During this time, they are recruited by the CIA to turn their trip into an assassination mission. Naturally, North Korea (in real life) wasn’t impressed with this storyline. As the story goes, hackers who claimed to be from North Korea hacked Sony Corporation in one of the most popular cyber attacks in entertainment. From releasing salaries of Sony’s executives to spoiling the release of upcoming movies, to distributing medical information about Sony employees – the consequences of the hack were felt far and wide.
Yet, it was Sony Corporation who wasn’t prepared, and were completely unaware about what could happen if a company disregards security through online software. Needless to say, Sony changed their practices immediately, and focused on safety and security of their online software.
Now, your business might not be as large as Sony; but the principle remains the same. Safety and security of your online information is integral to the reputation of your business.
So, with that said, if your team uses Zoho, you can sleep well knowing that you are in safe hands with this software. Below, we’ll show you the system security capabilities you need to know, along with where they can be found in Zoho. Some features are through Zoho Vault, the online password manager for teams, and others are built right in Zoho CRM.
Here are Zoho’s system security capabilities – and what you need to know.
Passwords are encrypted with the strongest encryption standard (AES-256), which means that you can securely store passwords through the software without worrying about changing them frequently for safety and security.
There are many password solutions out there – from OnePass to Security Server Online. Yet, many are clunky and – to be quite frank – a pain to use. After all, who wants to log-in to multiple platforms only to reach one?
Zoho’s system security capabilities gives you the ability to securely store passwords should keep your Tech team at rest.
If your company sends an email, tweet, updates a lead or tracks an opportunity, you want to track who does what, and when. For example, if your Marketing team creates a lead and your Sales Representative needs to know who performed this action, Zoho will tell you. Similarly, if you need to assign or re-distribute a password, your Tech team can see how and when this was done.
Tracking user actions allows your teams to see how and what changes were made, helping identify potential breaches if they are taking place.
3. Passwords are shared securely.
Application used: Zoho Vault
Within your team, you might share passwords through email, text or over the phone. But, you don’t need to worry when it comes to Zoho.*
You can define access privileges through the platform, meaning you can share passwords with team members quickly and easily online.
*PS: Never share private or sensitive information (like passwords) over email! This is integral to Zoho’s system security capabilities.
4. Database security.
Application used: Zoho CRM
Hackers attempting to reach CRM systems and databases happen frequently. Much like the example of Sony Corporation above, it’s important to have security systems and checks in place.
With Zoho’s CRM database, encrypted data (AES-256 bit) is always sent over the internet. In addition, the connection is through SSL. This makes safety and security a priority and focus within Zoho.
5. Control access.
Application used: Zoho Vault
Many companies using Zoho have large teams, meaning that many passwords or access abilities need to be shared within such teams. Instead of sharing passwords or providing access to 100+ individuals on just that – an individual basis – Zoho allows uses to provide passwords to users and groups in bulk and deny access when a user is removed.
By using Zoho CRM, Campaigns, Vault and more, it’s clear that safety and security is a priority when it comes to this software. Whatever the case might be, and regardless of your company’s industry, security needs to be at the forefront of all business decisions.