Zoho Marketing Automation

Score9.2 out of 10

14 Reviews and Ratings

What is Zoho Marketing Automation?

Zoho Marketing Automation is a marketing automation software that helps businesses manage their marketing activities across multiple channels. It is designed to help users generate more leads, convert them into customers, and also retain them for a longer duration. Businesses can use the tool to influence, educate, and engage the potential customers, and pass on the best ones to the sales team. Users can get an understanding of all activities of their leads and create a superior personalized experience. The marketing planner feature helps to plan the marketing campaign, from budgeting to calculating the ROI. Marketing managers can then analyze the effectiveness of their campaigns across all channels and make better decisions. They can also run tailored campaigns which are effective for their set of audience, across different platforms. The tool generates well-defined reports with channel attribution, which highlight the truly important parameters such as acquisition or customer loyalty. Zoho Marketing Automation also integrates with other business apps such as Google, YouTube or Twitter.

Zoho Marketing Automation helps users to generate leads, engage with audiences across multiple channels, and nurture leads to conversion. And it supports creating personalized campaigns to analyzing website performance, managing lead lifecycles, and optimizing marketing plans. It supports e-commerce businesses as well as advanced lead nurturing capabilities.

Categories & Use Cases

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Screenshot of Get a comprehensive 360 degree view of your leads across channels. Know what stage your leads are at, identify top lead generating sources and how your campaigns are performing all from one single dashboard.

Screenshot of Connect your e-store, run promotions and grow your online business using modern marketing strategies from Zoho Marketing Automation.

Screenshot of Design amazing emails which your users will love engaging with and schedule them at the optimal open time for maximum engagement.

Screenshot of Automate your entire marketing efforts using simple but advanced user journeys. Do more with powerful journeys, from nurturing leads with personalized content to updating lead score, setting drip campaigns and automating communications across channels.

Screenshot of Design beautiful landing pages and host it freely. Library of templates to chose from, heatmap analysis, Customisable forms and easy lead management for your business.

Screenshot of Ideate, build, execute and measure your entire marketing plan from a single place. Set Goals with objectives, assign budget for tasks, collaborate with team members, and run planned executions for your marketing strategy. Plus measure ROI and key metrics.

Screenshot of Revive shopping from abandoned carts, automate post-purchase followups and get a comprehensive view of how your online business is performing from a single place.

Screenshot of Know your leads, what stages they are in and how ready they are for moving across the funnel.

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Screenshot of Get a comprehensive 360 degree view of your leads across channels. Know what stage your leads are at, identify top lead generating sources and how your campaigns are performing all from one single dashboard.

Mobile optimization
Users can easily optimize emails and landing pages for mobile devices.
Category average: 8
Email deliverability reporting
The software helps ensure inbox delivery of email campaigns, through features such as deliverability tests, opt-in management, bounce handling, suppression lists, dedicated IP addresses, and delivery monitoring.
Category average: 7.9
Data quality management
The software helps store, manage, and organize data around each lead, and avoid data problems such as duplicate contacts or non-standard formats.
Category average: 7.3

Standard reports
The software offers pre-built reports with metrics standard to the category.
Category average: 7.4
Calendaring
The software helps users maintain a calendar of all marketing activities.
Category average: 7.5
Landing pages
Users can create web pages that are customized to a particular email or campaign. Landing pages often include web forms which can capture visitor information and integrate it back into the MA software.
Category average: 7.5

#1 most frequent

Professional, Scientific, and Technical Services

32.3%

40 installations of 124

#2 most frequent

Information

16.1%

20 installations of 124

#3 most frequent

Manufacturing

9.7%

12 installations of 124

Robert Craig

COO (Chief Operating Officer) in Corporate at Accountants and Business Advisors, LLC (51-200 employees employees)

Use Cases and Deployment Scope

From the Zoho One suite of apps, we use 22 of the apps in an end-to-end software ecosystem to track our clients from their initial visit on our website to onboarding, document management, project management, billing, and accounting as well as people management. With Zoho's SalesIQ, I can see who is currently on our website, which page(s) they've visited and for how long. We have the option of chatting with them directly or implementing a bot for targeted messaging and to answer frequently asked questions. The analytics and heatmap tracking on each page informs us where to target call to action buttons or where to make improvements.

Pros

Tracking and communicating with clients
Reporting through Zoho Analytics
Customization and flexibility
Internal communication through Zoho Cliq
HR management through Zoho People
Auto weekly visitor reports provid excellent contextualization data

Cons

How to leverage Zoho's powerful app suite into specific enterprise industry solutions by providing detailed case studies of existing clients
Share API and other limitations based on use cases and industry
Improve documentation of how each field works

Return on Investment

Our business has grown by 20% since we implemented Zoho
Our processes are automated and easy to follow
Our internal and external communication has increased significantly allowing a much greater level of efficiency

Usability

Amanda Riddle View profile

CRM Integration Manager in Information Technology at Purolite (5001-10,000 employees employees)

Use Cases and Deployment Scope

We use marketing automation to track marketing campaigns and social media posts. This app allows our users to easily see the impact of various marketing efforts on an easy-to-use dashboard.

Pros

Ease of use
Integration with other applications
Planning tools

Cons

As a manufacturer, the way it is laid out doesn't always apply to us

Return on Investment

Saves our marketing team time
Saves time for management
Marketing effort payoff in sales is easily tracked

Usability

Verified User

Professional in Marketing (11-50 employees employees)

Use Cases and Deployment Scope

The reason that we procured Zoho Marketing Automation over five years ago was to support, manage, and grow our group travel program. At that time, we had hundreds of groups traveling on our train and we managed the process using excel documents. Obviously, the process was time-consuming and involved no automation. Once we onboarded Zoho Marketing Automation into our organization, it allowed us to place web forms onto our website, which triggered email responses and workflows that, due to the automation, increased our efficiency immediately. As development continued, we developed workflows for approvals to their trips, internal reporting, group travel surveys, and finally having opportunities to invest in marketing the program.

Pros

Web forms that integrate easily into a website.
Email workflows that are triggered based on status.
Scheduled reporting.

Cons

Some of the field mappings between Leads and Deals are not always perfect.
Social media interactions are not captured (i.e. you cannot make a case from a post)

Return on Investment

Increased employee efficiency by 75%
Decreased lost deals by 25%
92% customer satisfaction

Zoho Marketing Automation

What is Zoho Marketing Automation?

Categories & Use Cases

Media