NL

    Zoho

    Zoho Marketing Automation implementation: nurture leads until they are ready to buy

    Operion is a Zoho partner and sets up Zoho Marketing Automation for SMEs with a marketing team that follows leads across several channels. We define the handover to sales in Zoho CRM clearly up front.

    Zoho Marketing Automation on zoho.com

    What it does

    What Zoho Marketing Automation does

    With Zoho Marketing Automation you build customer journeys: what someone sees after a visit to your website, a download or a sign-up. You add steps and conditions, such as a follow-up email that goes out only if someone did not open the first.

    You give a lead points for behaviour, such as a visit to a pricing page, and you see which leads sales should pick up. Messages run across several channels, including mail and social media.

    Who it is for

    Who Zoho Marketing Automation suits

    It suits SMEs with a marketing employee or team, a long sales cycle and enough leads to make following behaviour worthwhile. It fits when sales currently calls too early or too late.

    If it is mostly about newsletters and separate campaigns, Zoho Campaigns is simpler and often enough. We look at that in the intake.

    Set-up

    Choices in the set-up

    These are the choices we make with you during the intake:

    • Customer journey

      The steps from first contact to handover to sales, and what happens in each step.

    • Lead score

      Which behaviour earns points and at which score sales gets a notification.

    • Segments

      How you divide leads, for instance by industry, interest or stage.

    • Handover

      When and how a lead goes to sales in Zoho CRM and who picks it up.

    • Consent

      How you record sign-ups and consent for mail and for tracking on your website.

    Connections

    Connections that matter

    The connection with Zoho CRM is the core: leads and contacts are shared, and sales sees what a lead has read and viewed before anyone calls. Marketing and sales work in the same data.

    Zoho SalesIQ supplies website visitor behaviour and Zoho Campaigns can be used for the mail side. For other sources we look in the intake at what is available as standard.

    More about connections with your ERP, WMS and webshop is on integration.

    With other apps

    Works with the other Zoho apps

    Zoho One

    All Zoho apps under one subscription, with one admin console for users and permissions.

    See Zoho One

    Zoho CRM

    CRM for pipeline, quotes and customer contact.

    See Zoho CRM

    Zoho SalesIQ

    Live chat, chatbot and visitor insight, connected to your CRM.

    See Zoho SalesIQ

    Good to know

    When Zoho Campaigns is enough

    If you do not need customer journeys across several channels but want newsletters and a few automated sequences, Zoho Campaigns is simpler and suits a small team better.

    Zoho Marketing Automation is the step up for when you want to follow behaviour and hand over to sales in Zoho CRM based on a score.

    Zoho CampaignsZoho CRM

    Licences

    Licences and pricing

    The licences and current prices of Zoho Marketing Automation are on the Zoho pricing page. During the intake we decide which plan fits you.

    Questions

    Frequently asked questions

    How is it different from Zoho Campaigns?

    Zoho Campaigns focuses on email marketing. Zoho Marketing Automation adds customer journeys across several channels, lead scores and behaviour tracking. In the intake we decide which suits you.

    Do I need Zoho CRM?

    Not required, but the handover to sales works best with Zoho CRM. If you use another CRM, we look in the intake at what the connection allows.

    May I track visitor behaviour?

    Only with the consent your website asks for. We align the settings with your cookie banner and privacy statement. Your own lawyer decides what is required for you.

    Is Zoho Marketing Automation part of Zoho One?

    Yes, Zoho Marketing Automation is one of the apps in Zoho One. You can also take it on its own.

    What happens after go-live?

    After go-live you get four weeks of aftercare. After that, you can reach us on working days from 08:30 to 17:00 and we respond within 24 hours.

    Nurture leads better before sales calls?

    Tell us how leads arrive today and when sales picks them up. We will tell you how Zoho Marketing Automation fits.