Zoho Marketing Automation Reviews & Insights

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.

I could not begin to think of a situation where marketing automation is not appropriate, particularly for small and medium-sized businesses that often times are challenged with fewer resources. Lead generation, customer acquisition, conversion, and reselling all require the consistency and fluidity that marketing automation can provide. For Capitol Corridor, we are limited by the capacity of our trains, so we cannot oversell. By doing so, we would lose business. And we’ve leveraged marketing automation to help us manage our train capacity as well as create transparency in our service available to help close deals successfully.

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.

Most people struggle with envisioning how to use the apps together to solve what we've built at my company. Zoho Marketing Automation can work in many industries but owners and decision makers need to understand the power that Zoho brings. Because of Zoho's flexibility, we have customized the apps to meet our specific needs the way our business runs. At long last, we have the information we have needed to make informed decisions to grow our company.

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.

Great for launching and managing marketing efforts. We use several Zoho apps and this gave us access to all the relevant data in one place.