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

    • get file api is returning Junk data

      I am working on extension development where at one point I need to retrieve attachments on records I found out I can use only invokeconnection and not invokeurl in extension development The invoke connection returns the image in raw binary format. When

    • Need help with message box

      End user updates many records at once. Each have unique serial number. They want a confirmation box that says starting number, ending number and qty. Is there any way to do this? I been searching and asking support but seems like no great solution.

    • [Webinar] The Transformative Power of Gen BI

      Traditional decision-making tools are no longer enough. The integration of generative AI into business intelligence (BI) is proving to be a true game changer—enabling businesses to make faster, smarter, and better informed decisions. Early adopters of

    • Backorder process review - Automating Removal of Sales Order from "On Hold" When PO is Received

      Hello Zoho Inventory Team, Currently, sales orders in On Hold status are released only when the bill for the purchase order is created. In our workflow, it would be much more efficient if the sales order could automatically move out of On Hold as soon

    • How to access the saved Query using API?

      I have created a query in setting. Is it possible to access it from a API? What's the endpoint? I tried /v8/queries/important_deals but didnt' work.

    • création d'une base de données

      base de donnee d'un lycée

    • User Session variables to recall after form submit & redirect to menu

      Hey, Forgive me if this is a simple answer I have overlooked. I have built a big onboarding process for my SAAS platform which is built and managed by an external Dev team. I am hoping to embed my new creator app on the SAAS platform. I have a menu page

    • Zoho Writer Merge Template with data from Zoho Analytics Views

      Hello, Is there any way to pull information from Zoho Analytics and put it into a Merge Template? I am trying to create a bulk export of one report that filters on a field to create a single document for each of the filter fields.

    • Having to enter bill before stock shows as available.

      Hi, Am I right in thinking you must create a bill from the purchase order receipt before the goods are available for shipping?

    • Agent Availability Report

      From data to decisions: A deep dive into ticketing system reports Businesses need to track when their support agents check in and check out from work. This report, titled Agent Availability, is one of the static reports that helps managers track the number

    • Writing by Hand in "Write" Notes

      Hi there! I just downloaded this app a few moments ago, and I was wondering if there was a way to write things by hand in "Write" mode instead of just typing in the keyboard. It would make things a bit more efficient for me in this moment. Thanks!

    • AI-driven construction analytics using Zoho Projects Plus

      Construction projects thrive on timelines; if a project is completed on or before the expected time, it makes headlines, but if it gets delayed, the company’s credibility will be at risk. Such projects require precise planning and constant monitoring,

    • Canadian payroll

      Hello ZOHO, is any updates on when payroll for Canada will be available?

    • Unified customer view: Bringing product intelligence into your CRM data

      For businesses today, applications and digital interfaces are the main touch points in the customer journey. While Zoho CRM data already tells who your customers are and what they buy, Zoho Apptics tells you how they interact and engage with your product.

    • Zoho Creator SaaS app with multiple client AND multiple users

      I am close to finalizing a Zoho Creator app that will be used by different companies to manage sale info, and each company can have multiple users using the app. Things were going perfectly until I tried a search on a report. I use a database field in each table to separate the data for each company, which works great. BUT when I do a search, I get to see ALL the data. This means that Company A could easily see the data from Companies B and C via the built-in search. Is there a way to set up the

    • Project Change Orders and Additions

      We are in the process of migrating from QuickBooks Online to Zoho Books. We have Zoho One and like the ability to sync all of our data across everything. And I like that projects work in a way that's less dumb than QuickBooks. I'm trying to figure out

    • Track online, in-office, and client location meetings separately with the new meeting venue option

      Hello everyone! We’re excited to announce meeting enhancements in Zoho CRM that bring more clarity and structure to how meetings are categorized. You can now specify the meeting venue to clearly indicate whether a meeting is being held online, at the

    • Create custom rollup summary fields in Zoho CRM

      Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were

    • Possible to send Zoom AI Companion transcripts and summaries to contacts in CRM?

      Title says it all. Is it possible to send Zoom AI Companion transcripts and summaries to contacts in Zoho CRM?

    • Introducing segments for targeted user engagement

      Hello everyone, We’re excited to announce Segments in Zoho Apptics, a new way to group users based on their behavior, preferences, and app activity. With Segments, you can deliver more meaningful, timely, and relevant experiences to your users. When combined

    • How do I edit the Calendar Invite notifications for Interviews in Recruit?

      I'm setting up the Zoho Recruit Interview Calendar system but there's some notifications I don't have any control over. I've turned off all Workflows and Automations related to the Calendar Scheduling and it seems that it's the notification that is sent

    • Posibility to add Emoticons on the Email Subject of Templates

      Hi I´ve tried to add Emoticons on the Subject line of Email templates, the emoticon image does show up before saving the template or if I add the Emoticon while sending an Individual email and placing it manually on the subject line. Emoticons also show

    • Clarity on extended contract status

      Clarity on “extended” status- How does Zoho “extend” a contract?  E.g. if client extends by 1 month, can the “end date” be adjusted accordingly in Zoho and tagged as “Extended” with a clear audit trail that also captures the client’s email? Note- Email

    • Customizing contract status

      Can we customize/add/remove status on Zoho contracts ourselves or does Zoho needs to do this? Context- There is a long list of status on Zoho but not all of them are relevant for us . There are few status which are missing and needs to be added. E.g-

    • Set Custom Business Calendars and Holidays for Global Teams

      Managing a project across diverse teams means accounting for more than just tasks and deadlines; it means acknowledging how and when each team actually works. Users might follow different working days or observe region-specific holidays that cannot be

    • [Integration edition] Deluge learning series - Integrations between Zoho apps and Third-party services with Deluge | 28 August 2025

      We’re excited to welcome you to the Deluge learning series: Integration edition! The Integration edition will run for three months: Session 1 – Integrating Zoho Apps with Deluge using inbuilt integration tasks Session 2 – Integrating Zoho Apps with Deluge

    • Critical Vulnerability in all major password manager plugins - is Zoho Vault affected?

      Hi Zoho, a security researcher found a critical clickjacking vulnerability in all major browser password managers: DOM-based Extension Clickjacking: Your Password Manager Data at Risk | Marek Tóth Is Zoho Vault affected as well? Apparently the Vault extension

    • Introducing SecureForms in Zoho Vault

      Hey everyone, Let’s face it—asking someone to send over a password or other sensitive data is rarely straightforward. You wait. You nudge. You follow up once, twice—maybe more. And when the information finally arrives, it shows up in the worst possible

    • Tables from ZohoSheets remove images when updated from source

      I have a few tables from a ZohoSheet in a ZohoWriter document that will remove the images in the cells when I refresh from the source. The source still has the images in the table when I go to refresh. After updating from the source, as you can see the

    • Change eMail Template for Event-Invitations

      Hello ZOHO-CRM Team How I can change the eMail Template for Event-Invitations? I work with the German Version of the Free Version. I know how I can modify eMail alerts or Signature Templates, but where I can other eMails modify you send out? Thank you for your answer. Regards, Juerg

    • Inventory Adjustments

      Hi, How to transfer the material from one head to another ? Like materials purchased for manufacturing the laptop need to transfer from consumption inventory (Quantity of raw materials reduced) to destination inventory ( Quantity of Laptop increased)

    • Need Your Insights

      Hi Zoho, I'm confused why the flow only sends to one output. setVariable15 is from a list. It doesn't consider the 2nd entry. Any thoughts?

    • Map Dependency Fields - How can can I limit picklist values from a multi-select Parent field?

      I know the "Map Dependency Fields" feature doesn't allow a multi-select parent field. However, I need the functionality. Can I do it through a deluge function, and would it still support color coding picklists? We need the color coding for quick scanning

    • DYK 1 - Color Palette for Enhanced Visual Identification of Status

      Introducing the Did You Know series of posts. The goal of this series is to familiarize users with certain features or enhancements in Zoho Projects that may not be evident at first glance. The first post in this series deals with color palettes for indicating

    • Invalid field in the COQL query

      Dear Zoho Support! I believe that you already helped me with a similar problem a few years ago. One of my clients has a custom field named "LOB" in the "Deals" Module (see the field's metadata below). The COQL query using this field: : "select id, Deal_Name,

    • Automating Employee Birthday Notifications in Zoho Cliq

      Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of

    • Transferring domain registration to new registrar and switching email hosting at the same time?

      I need to transfer an existing domain uv cure adhesive that's currently with SiteGround to Porkbun. I also need to move the existing custom email addresses from SiteGround to Zoho Mail. I'm not sure if I should transfer the domain first and then tackle

    • Split deposits

      Can Zoho do split deposits. One deposit, two checks for two separate invoices from different customers. This is one of the most common tasks I can imaging. When I mark the two invoices paid, there are two deposits in bank register. When I try to match,

    • Feedback: Streamlining Note Management in Zoho Notebook

      Dear Team/Support, I would like to share some feedback regarding the note management system that could help improve usability and accessibility for users like myself. Notebook 1 (screenshot attached): Currently, the system does not allow selecting and

    • Deactivate Desk Contact without Deleting Contat

      We have a client who has multiple tenants for regulatory purposes, and as such, has a few users that have email addresses in both tenants. They've then emailed into the ticketing system, so we have multiple contacts (no big deal, we want to keep their

    • Next Page