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ZOHO Marketing Automation

Zoho CRM includes marketing automation.  Marketing automation lets you generate and capture leads 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. 

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CRM - Marketing Automation Features

  • Campaign Management
  • Lead Generation
  • E-mail Marketing


Campaign Management

  • Plan marketing activities and develop campaigns
  • Define and measure campaign success (ROI)
  • 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
  • Approve and assign leads captured through Web sites
  • Customize Web-to-Lead forms
  • 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

Email Marketing

  • Manage mailing lists based on the existing data related to leads
  • 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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