LeadChain - An Overview | Online Help - Zoho LeadChain

LeadChain - An Overview

Zoho LeadChain is an automated lead ads synchronization software that lets you synchronize the leads generated from your social media ads to the CRM and vice versa. This is specifically designed to bridge sales and marketing efforts making it easy for brands to keep an updated record of leads in their CRM account in real-time, visualize and take steps in maximizing the ROI.
 
It's available currently as an extension in Zoho CRM and Bigin's Marketplace.

The benefits of LeadChain 

Eliminates all the manual process involved 

Businesses invest a lot in generating leads from social media ads. They also use a CRM tool to manage their business process which consists vital information of the leads, contacts, and the deals that are associated to them. Now, to keep the CRM updated with all the new leads generated from social media, marketers are forced to manually export the leads generated on social media and import them back to CRM. This is time-consuming and can lead to data errors or duplication.
 
LeadChain makes this simple by integrating your Facebook Lead Ads and CRM ensuring that the data flows in real-time. This helps the sales, marketing, and the customer service teams in your organization to always have access to the right information that they need.   

Optimize Ads 

Now that the data flows seamlessly from your lead ads to CRM, it's also important for the ad tool to understand more about your leads data, and the sales cycle that you follow in your business. You might have a six/ten step process in your sales cycle and it varies from one business to another. When this information is fed back to your ad tool, say Facebook, it enabled you to generate high quality leads by optimizing them based on the sales information.

Understand the ROI 

With this integration, you have all the necessary data that's required to identify the ROI. Here's how it gets simple. All the leads generated from the social media ads can be identified and filtered out using the Lead Source field. You can then track the various touchpoints from the initial contact to the deal closure, and the revenue that's generated for your business. This helps you calculate the ROI. You can even trace the source back to the exact ad/form that helped you generate the leads.

What's a Chain? 

Chain represents the integration between the source and the destination. For example, a chain between Facebook Lead Ads and Zoho CRM where Facebook Lead Ads is the source and Zoho CRM is the destination.

Pricing Details 

LeadChain comes with two pricing subscriptions: Free, and Standard. Here's the list of features available:

FEATURE
FREE
STANDARD

Billing Period
 
Monthly
Yearly
Lead Syncs
50/month
Starts from $5 for 500 lead syncs per month. Can be extended up to 300000 lead syncs per month.
Starts from $50 for 500 lead syncs per month. Can be extended up to 300000 lead syncs per month.
Chains
Unlimited
Unlimited
Unlimited
Users
Unlimited
Unlimited
Unlimited
Real-time sync
Yes
Yes
Yes
Ad accounts
Unlimited
Unlimited
Unlimited
Facebook Lead Ads
Yes
Yes
Yes
Facebook Conversion Leads
-
Yes
Yes
Facebook Conversion API
-
Yes
Yes
Facebook Custom Audience
 - 
 Yes
 Yes
LinkedIn Lead Ads
Yes
Yes
Yes
LinkedIn Conversion API
 -
Yes
Yes
TikTok Lead Ads
Yes
Yes
Yes
TikTok Conversion API
 - 
 Yes
 Yes
 

How's usage calculated in Zoho LeadChain? 

LeadChain comes with 50 lead syncs in the Free version and Starts from $5 and $50 for 500 lead syncs per month or year, respectively in the Standard version.
 
A lead sync is the successful synchronization of data from the source to the destination.
 
For example, if 200 leads are synchronized from Facebook Lead Ads to Zoho CRM, the usage will be 200 lead syncs.

Here's how it works when you send Lead, Contact, or Deal information from Zoho CRM to your ads tool, say Facebook.
 
The ad tool should be updated with all the changes to the sales process for a lead or prospect. For example, your sales process has the following stages:
  1. Qualification
  2. Value Proposition
  3. Identify Decision Makers
  4. Proposal/Price Quote
  5. Negotiation/Review
  6. Closed Won
  7. Closed Lost
  8. Closed Lost to Competition
Now, every time the prospect moves across these stages, the data has to be synchronized with the Ad tool (Facebook). Assuming the prospect lands on all these stages before completing a sale (closed won), the number of Data Syncs for this lead will be six.  

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                                                                                                              • Upgrading your LeadChain subscription

                                                                                                                Once LeadChain is installed, you will automatically be part of the Free subscription plan. You can choose to upgrade your subscription to make use of all the features and expand your limitations. To upgrade Go to the LeadChain module and click ...
                                                                                                              • Installing LeadChain extension

                                                                                                                LeadChain is available as an extension in the Zoho CRM's marketplace. Once installed, the following components will be added to your CRM: Field: Social Lead ID - Added to Leads, Contacts, and Deals. Web Tab: LeadChain To install the extension Go to ...
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                                                                                                                Understanding roles and permissions To control and manage access to data and functionalities, LeadChain has two default roles and appropriate permissions associated to them. They are: Admin, and User. Functionalities Admin User Create and Manage ...
                                                                                                              • Uninstalling the extension

                                                                                                                If you no longer need the extension it can be uninstalled and the data will be completely removed. The Social Lead ID field that's added to the Leads, Contacts, and Deals module will also be deleted. To uninstall Go to Settings > Marketplace > All. ...
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