Marketing Automation

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As part of the 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 the Zoho CRM campaign management features, you can effectively plan marketing expenditure and thereby improve the quality of lead generation process. In addition, campaign management integrated with leads and opportunities modules helps your organization in measuring the campaign performance and effectiveness.

CRM - Marketing Automation Modules

• Campaign Management
• Lead Generation
• E-mail Marketing

Campaign Management

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

Lead Generation

• 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
• Qualify leads to the next stage based on the information captured in lead details

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 the Zoho CRM system for a 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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