ABM for Zoho CRM

ABM for Zoho CRM

Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivers low returns.

So you turn inward—to the customers you already have. You're looking for customers who:
  • Have shown loyalty.
  • Engage often.
  • Have made purchases that align with your new product.
  • Have closed big deals before.

These customers are your best bets. Targeting such existing customers will assure you a higher chance of conversion—without the high cost of chasing new leads.

Simultaneously, you're looking for smarter ways to increase your revenue. You identify customers who are bumping up against their current limits; perhaps their teams are growing or their needs are expanding. You offer a timely upgrade.

Finally, on top of these pressing commitments, you spot customers who have gone quiet, dropped their usage, or perhaps are considering switching. You act early, reaching out to them to offer personalized solutions and protect your revenue.

These scenarios—where you cross-sell, upsell, and retain customers, aiming to boost your revenue while simultaneously enhancing your customers' success—are smart revenue marketing strategies. ABM for Zoho CRM is here to help you maximize your success with them.
Built at the source of your customer database, ABM for Zoho CRM provides an account-centric space where your marketers can address these targeted strategies with precision and versatility.

Key features of ABM for Zoho CRM

ABM for Zoho CRM is methodically built to identify, refine, enrich, segment, engage, and measure your growth.

Here's a quick look:


Account identification
Identifying desirable target accounts is fundamental to ABM's success. Do so using global criteria and bring in up to 500,000 accounts into ABM (based on your edition), your top 5,000 accounts based on revenue, or formulate your own qualification criteria per your preferences.

Enrich data with Zia
When you're dealing with a sizable number of accounts, data decay often goes unnoticed. To remain relevant to your engagement at all times, the ABM tool comes with our in-house data enrichment capability—powered by Zia.

Segmentation
Hyper-personalization is ABM's primary focus, and segmentation is where you begin. There are two types of segmentation available in ABM for Zoho CRM:

  • Field-based segmentation uses field values from mapped modules and their related modules to classify your customer accounts. These modules include Accounts, Contacts, Deals, Products, Invoices, Sales Orders, and Purchase Orders.
  • Technique-based segmentation uses qualifiers in line with industry-standard segmentation techniques like RFM, firmographics, engagement, recommendations, and Voice of the Customer. This enables you to segment based on your customers' behaviors and responses.
In addition to traditional segmentation, you can also use advanced filters to convert accounts into on-demand segments and/or use suggested segments that suggests segments you didn't know could exist.

Engagement
Engagement involves delivering personalized experiences, and ABM for Zoho CRM comes with the following options to help you engage with your customer accounts and share resources with key decision makers:

  • Email campaigns
  • Journeys for orchestrating responses and actions based on customers' responses, actions, delays, and their stage
  • Contact list synchronization via Zoho Campaigns
  • CSV data export for driving engagement with preferred platforms

Measurement
The number of customers you convert through all these efforts is a reflection of the accuracy of your segmentation and the effectiveness of your engagement strategies. ABM for Zoho CRM provides the following metrics and analyses to help you measure your marketing efforts.

Account overview dashboard
The account overview dashboard displays the performance of all accounts in play to keep you informed about what's happening in your accounts, including revenue metrics and trending products.

Intelligence
ABM for Zoho CRM includes Zia, our built-in AI assistant, to offer you intelligent insights related to your accounts, segments, engagement, and overall performance.

Take a look at intelligence in ABM:

Collaboration
ABM for Zoho CRM enhances your sales pipeline by providing contextual insights in Zoho CRM as filter attributes and record widgets. Sales reps can now confidently pursue customers for conversion.

Here's the pricing, availability, and limits for your reference:
  • ABM for Zoho CRM is available as an add-on for customers using the Ultimate Edition and Zoho CRM Plus with 15+ user licenses. In the future, we'll consider other Zoho CRM editions and Zoho One.
  • For the first year, the ABM add-on will be free.
  • From the second year onward, ABM for Zoho CRM will be priced per edition.
That's all for now about ABM for Zoho CRM. You can integrate the extension via the Marketplace in Zoho CRM; it's already available for customers in US, EU, IN and AU DCs! :)

With this, we say buh-bye! But don't go far—we have exciting additions and integrations up our sleeves. See you soon!

Quote
Resources:

Kind regards,
Saranya Balasubramanian
Zoho CRM - Marketing

    • Recent Topics

    • Feature Request - Copy Reschedule Link

      Hi Bookings Team, I had a client contact me today, to let me know that she can't make a meeting she booked this week. I can't remember if I included a reschedule link in email notifications, but I was thinking that it would be great if I could just open

    • eCommerce ZUG Virtual Meetup – Critical Role of e-Signatures in eCommerce

      Hello there! Are you in the ecommerce industry and looking for a secure, compliant e-signature solution to handle all your paperwork? From vendor onboarding and supplier contracts to internal HR and finance workflows, speed, scalability, and customer

    • Zoho Desk iOS app update: Archived ticket list view

      Hello everyone! In the latest iOS version(v2.10.7) of the Zoho Desk app update, we have brought in support to access the 'Archived Ticket views' on the 'Ticket Views' screen. Tickets that have been Closed and inactive for 120+ days will be automatically

    • Chart of Accounts

      Is it possible to reorder chart of accounts manually? Currently, when creating new sub accounts accounts, they appear in order they were created i.e. not in alphabetical or numerical order based on manually assigned account codes. It's very messy! Also,

    • Zoho People Candidate Unable to see Non Admin Data

      Hello All I have assign this user as specific user as Group CEO and have access all legal entity, business unit division When i login to the user and look into onboarding i do not see any data in the candidate view This is the admin view that i have 2

    • Issues With Image Formatting when Importing Word Documents as Articles

      Hello, I am having formatting issues when importing .docx files into articles. The documents look fine on Word, but once they are imported into an article, the images will overlap text and other images. Occasionally there will be added space between images

    • ZOHO COMMERCE 2.0 – Réinventer la vente, repenser la valeur

      Il y a cinq ans, nous avons lancé Zoho Commerce pour accompagner les entreprises dans la vente en ligne. À cette époque, notre objectif était clair : simplifier l'e-commerce. Aujourd’hui, le marché a évolué, tout comme les attentes des entrepreneurs.

    • Business hours in reports

      Hi. If I activate the business hours for my tickets. Does it affect in reports? I mean, if before, without working hours a ticket comes in on a Monday and closes the following Monday, in the resolution time in working hours I get 7 days. I want to know

    • Zia Field Prediction - Unable to Validate Dataset Entries

      Lastly, whenever we want to create a new field prediction, the status gets stuck in Incomplete and when I try to annotate tickets, I get an error message saying "Unable to validate dataset entries." I've tried deleting and recreating the prediction, but

    • Using an article already existing in Zoho Desk KB as a resolution for another tickets

      Hi, I've read about the Resolution tab of the Tickets and the ability of adding a Resolution to the Knowledge Base so that both agents and customers be able to access this information. However, and considering several tickets may be solved by following the same procedure, here's my question: if, for a ticket, I solved it and added the way I solved it as an article in our KB, is it possible to grab that article and use it as a resolution for another tickets with similar characteristics? If it's not,

    • How to create knowledge base article from api?

      How to create knowledge base article from api?

    • Disabling Smart Writing Assistant

      Hello, I've found this article when looking to disable the Zoho Smart Writing Assistant in our Zoho Desk environment. I appreciate that the article is for another Zoho solution, however, I was still unable to disable this feature! Could we please have

    • Append tags to records on import

      Dear Customers, We hope you're well! Tags in Zoho CRM are humble labels you can earmark your records with for quick classification and recognition. You can tag records one by one when you have only a few records to update; you can automate tagging when

    • "Recently Changed Payload Format" for webhooks in Zoho Billing

      We are seeing a message about recently changed payload format for webhooks in zoho billing. I cannot find any notification about this change can you give me more information on this?

    • Kaizen #198: Using Client Script for Custom Validation in Blueprint

      Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

    • Zoho People Created a UBO/Group CEO Profile to view all employees

      Hello All I have created a specific role UBO/ Group CEO Profile that is able to access to view all employees information Applicability i have input all the legal entity, business unit and division which most employees are added. I have also given access

    • We've updated the webhook payload format

      We’ve updated the default payload format for webhooks as part of our ongoing efforts to standardize the webhook format across Zoho Finance suite of applications. Note: This change is also applicable for the webhooks configured from the Developer Portal.

    • Zoho People > Access of Left Menu

      Hello All May I check how do i activate or de-activate of the left menu for users do i control via role or specific role? I have assign a user to Team member

    • Custom Button - Location Choice is not changeable in creation

      I created a custom button for the Tasks module that calls a function to streamline mass updates of closing tasks as "complete". I want to place it in either the utility menu or the mass action menu, but when I create the button the "select page" field

    • Workflow on Clone

      Hello. I'm interested on creating a workflow on a clone of a record in the Price_Books module that will clone also all the related Products and associate the new ones with the new Price_Book. My problem starts with that there's no On Clone event, only

    • How can I create a button in a widget that pops up a form created in ZOHO Creator when clicked?

      I know that using HTML snippets, clicking the button can pop up the form. However, the same code does not work in the widget. <button><a href="#Form:form2?zc_LoadIn=dialog">Add</a></button>

    • Introduce an option to hide the form title

      My feature request is to include an option to hide the form title. At the moment it is possible to hide the header. In some cases I do want to show a logo image in the header but not the form title. As a workaround I have tried disabling the header and

    • Answer Bot and Personalized Questions

      Hi there, I have the same problem using the SalesIQ Answer Bot and the Zoho Desk Answer Bot (which really need different names, to be honest, in order to avoid confusion...) Customers that visit our website ask questions in the form of "What do you do?"

    • 関連トピックから配信リストをつくる

      ZOHOキャンペーンの既存の連絡先リストを関連トピックで絞り込んで、配信リストを作成する方法があれば、教えてください。

    • Zoho Mail not working

      Anyone else had the issue where emails wont send from either the desktop CRM or the mail app? It just says "syncing" then "failed". I deleted it and tried to access emails through the CRM on my phone (fold) but they dont show. It seems it is impossible

    • Shorten one URL but not all

      I have read that I should be able to click on the shorten link button at the bottom of the post window and shorten just one URL. But it does all of the URLs in my post. I want only one shortened. Not sure what I'm missing. Any help appreciated.

    • Generate leads from instagram

      hello i have question. If connect instagram using zoho social, it is possible to get lead from instagram? example if someone send me direct message or comment on my post and then they generate to lead

    • What is Zoho Marketing Plus?

      As if there wasn't enough confusion with SalesIQ, CRM, Campaigns and Marketing Automation, now we have Marketing Plus too. Can somebody from Zoho please give us a comparative list of features that are in Marketing Plus compared to what's in Marketing

    • I didn't receive my domain verification mail

      I didn't receive my domain verification mail 

    • Creating a new deal with specific layout and pipeline

      I am trying to create a button which creates a new deal for a particular account. It needs to be assigned a specific layout and pipeline. It seems like it should be really simple but I've been struggling to get this to work all day, can anyone help?!

    • Announcing New Features in Trident for macOS (v.1.21.0)

      Hello everyone! Trident for macOS is here with interesting features to elevate your workplace communication and productivity. Let's take a quick look at them. Get better visibility for concurrent events. Quickly compare and manage simultaneous events

    • Modifying Product Details

      I am in the process of setting up new products in Zoho Commerce and have encountered a few problems: 1) Tabs It seems that Product Details pages do not have the ability to create Tabs. eg:  https://www.thedebugstore.com/tp240141-aardvark-usb-i2c-spi-host-adapter-total-phase.html

    • Zoho Commerce B2B

      Hello, I have signed up for a Zoho Commerce B2B product demo but it's not clear to me how the B2B experience would look for my customers, in a couple of ways. 1) Some of my customers are on terms and some pay upfront with credit card. How do I hide/show

    • Creating a custom CSV file using deluge script/

      I have an application I have developed and the client wants us to place an export file in csv onto an ftp server daily. Now I don't see au options in creator to change the separator to anything else. The client wants the separator to be the pipe symbol "|"  I think i would be able to create schedule with some code to create the appropriate data in a string using deluge script but I haven't seen any functionality that would allow me to deposit that data as a file anywhere or attach it to an email

    • How can I get a nested value attributes inside a key par?

      Hello! Im getting the following output when reviewing a record I am after. I am trying to put some conditions based on a data value that is inside another data. For example, lets grab the below output. Info {"Account_Name":{"name":"Liberty Construction

    • Invoices not arriving and mail server settings

      I am having an issue where some clients are not receiving invoices. I have configured Zoho Books to send on my behalf and configured the appropriate SPF, DKIM and DMARC settings on my mail server and tested these as working. I get the CC'd copies so I

    • Multi Line Text Character Limit

      I want to export my Help Center articles but I realized that the text in the Answer column is being cut off. I'm guessing there is a character limit for multi line text fields. How can I get around this?

    • Emails bouncing to Hotmail / Outlook.com

      Today I have seen multiple emails bouncing all to Hotmail and outlook.com mailboxes, all other emails are being delivered. Is it just me or is this a widespread issue with Zoho Books ? Bounce Reason : uncategorized-bounce

    • Be careful if you want to purchase zoho one

      Hi, just to add one more complain to the other similar complains. When I purchased zoho one, Divith, my account manager told me (by email) that I would be able to keep different emails that I have inside the company (contact, privacy, etc.). During the

    • Schedule Timeout 5 minutes vs. stated 15 minutes

      I am running into a function run timeout error after 5 minutes for my schedules. The Functions - Limits documents states it should be 15 minutes: Functions - Limits | Online Help - Zoho CRM. What should it actually be? Due to the 5 minute timeout, I'm

    • Next Page