Presenting ABM for Zoho CRM: Expand and retain your customers with precision

Presenting ABM for Zoho CRM: Expand and retain your customers with precision

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

      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ



                                ご検討中の方

                                  • Recent Topics

                                  • Copy, Paste, Highlighted text

                                    when i copy paste text it gets highlighted. Fix this.  WTF is with this black highlight ? Fix copy pasting. Some people pay for using this mail service. 
                                  • Pricing Strategies: #6 Common Mistakes while Configuring Pricing

                                    "Why does this month's billing feel messy again?" That was the exact line Priya muttered while staring at the spreadsheet full of edited pricing, one-off discounts and mismatched subscription details. Her business was growing, but the pricing machine
                                  • Publish to LinkedIn via API

                                    Hi, Is it possible to publish a job opening to LinkedIn (paid job slots) if creating a job opening via api / deluge function? Or is the user required to manually publish via the job boards process? Many Thanks Adrian
                                  • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

                                    The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest update
                                  • Future Orders - Due Date

                                    Hi In my role, I can receive tickets where the work required is requested months in advance. Using a Future Orders option, which I believe was setup under the On Hold status type, hides the Due Date, in all views/ticket etc. Whilst I understand the reasoning
                                  • FSM - Associating and selecting Contacts based on Service Addresses

                                    Hi FSM team, I've come across an FSM limitation I wanted to share for improvement. I'm currently configuring FSM for a client who provides heating system install and maintenance services. The are often sub contracted by building management companies to
                                  • 日本語フォントの選択肢拡充についての要望

                                    日本語フォントの選択肢がとても少ないと感じたことはありませんか? 多くのアプリ(たとえば Invoice)ではフォントが1種類しかなく、正直あまり使いやすい・見た目が良いとも言えません。 そろそろ、もっと多くの日本語フォントを追加してほしい、そしてすべてのアプリで同じフォント選択肢を使えるようにしてほしいと、私たちユーザーが声を上げる時期だと思います。 ご存じのとおり、現状ではアプリごとにフォント周りの仕様にほとんど一貫性がありません。 みなさん、一緒に要望を出していきましょう!
                                  • Do Unpublished Products in Shopify Sync to Zoho POS?

                                    Will an unpublished product in Shopify sync to Zoho POS? I would like to know how Zoho POS handles products that are in draft/unpublished status in Shopify.
                                  • Problem in Zoho POS frontend ERP.

                                    We are facing some difficulties in our billing and inventory processes and require your support to resolve them at the earliest. Customer Advance Payments We receive advance payments from customers for upcoming sales. Please guide us on how to record
                                  • How to create estimates/Invoices with sub-totals

                                    Every other accounting package can create estimates and invoices with Sub-totals. How can I do that in ZohoBooks?
                                  • Categorize Items with Item Headers

                                    Hello customers, Did you ever want to classify items based on specific categories to help your customers understand your invoice better? With the new Item Header feature, you can easily categorize items in your invoices and estimates and give them a common title.  Item Headers are available in the Invoices, the Recurring Invoices and the Estimates module. It can be carried forward from estimates to invoices at the time of converting the estimates.  To add an item header: Go to the Estimates, Invoices
                                  • Item/service subtotal

                                    Just discovered & really pleased that we can drag to re-order the line items in Sales orders & Invoices, a very nice feature which doesn't seem to be documented? It would be nice to be able to insert a subtotal as a line item to complete this great feature
                                  • Emails sent through Bigin are not posting in IMAP Sent folder

                                    I have set up my email to work from within Bigin using IMAP.  I am using IMAP so I can sync my email across multiple devices - phone / laptop / desktop / iPad / etc.  I want all my emails to populate my email client (outlook & iphone email) whether or
                                  • Ask the Experts 26: Brighten every customer interaction with Zoho Desk all year long

                                    Hello everyone, Greetings and welcome to Ask the Experts 26. As we wrap up 2025, we are excited to invite you to the 26th episode of our Ask the Expert series. 🎄The Merry Metrics Edition = Best of Zoho Desk [Best Practices + Holiday Automation + Year-End
                                  • Painfully Slow Zoho mail

                                    Since yesterday Zoho Mail seems to have starting functioning very slowly and having a few bugs. It's slow to open mails, slow to send, slow to change between email accounts. Sometimes clicking on a particular folder (eg Sent folder) stops working and
                                  • Study in Netherlands for International Students – Admission, Costs, Visa & Experience

                                    Dutch university fees are an important factor for anyone planning to study in Netherlands, especially international students comparing costs across Europe. Tuition varies depending on nationality, program type, and whether you choose a research university
                                  • GPS tracking only or Check out facility

                                    Dear Team, Zoho CRM is quite robust CRM but till date i was waiting for the feature of having GPS tracking of Sales employees which is a common demand by all customers for thier field sales executives. We cover them by saying that CRM provides Checkin
                                  • Can I use a Standalone CRM Function as the Callback URL For Async Export Data API?

                                    I am creating an export job using this API https://www.zoho.com/analytics/api/v2/bulk-api/export-data-async/create-export/view-id.html There is a "callbackUrl" key in the CONFIG object. I tried copying the URL for a standalone function in CRM which can
                                  • Discount on the transaction level in POS

                                    "Is it possible to apply a discount on the total bill before tax in Zoho POS?" I want to apply a discount on the total transaction amount in Zoho POS, but the discount should be calculated before the taxes are applied. Is there an option to do this in
                                  • Zoho DataPrep switching Date Format

                                    When using a pipeline that is importing Zoho Analytics data into Zoho DataPrep, the month and day of date fields are switched for some columns. For example, a Zoho Analytics record of "Nov. 8, 2025" will appear in Zoho DataPrep as "2025/08/11" in "yyyy/MM/dd"
                                  • Create Tasklist with Tasklist Template using API v3

                                    In the old API, we could mention the parameter 'task_template_id' when creating a tasklist via API to apply a tasklist template: https://www.zoho.com/projects/help/rest-api/tasklists-api.html#create-tasklist In API v3 there does not seem to be a way to
                                  • Introducing Dedicated Modules for Plans, Addons, and Coupons in Zoho Billing

                                    We’ve enhanced the way you manage Plans, Addons, and Coupons in Zoho Billing. Previously, all three grouped together under Subscription Items. Now, each one has its own dedicated module, giving you a cleaner and more intuitive experience. This update
                                  • Send Automated WhatsApp Messages and Leverage the Improved WhatsApp Templates

                                    Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now use
                                  • Converting Sales Order to Purchase Order

                                    Hi All, Firstly, this code works to convert a sales order(SO) to a purchase order (PO) via a button, however I am running into an issue when I convert the SO where the values from the line items are not pulled across from the SO to the PO. The ones in
                                  • Gain control over record sharing with portal users through our new enhancement: criteria-based data exposure

                                    Dear Customers, We hope you're well! Portals is a self-service avenue through which your clients can access and manage their direct and related data in Zoho CRM. This empowers them to be more independent and enables them to experience a sense of transparency
                                  • Jobs at multiple locations

                                    Hi A lot of times we have same job open at multiple locations. So I would like an option where we can create a job and choose multiple locations. Currently we have to create individual jobs for each location. If we can create one job and mention multiple
                                  • From Zoho CRM to Paper : Design & Print Data Directly using Canvas Print View

                                    Hello Everyone, We are excited to announce a new addition to your Canvas in Zoho CRM - Print View. Canvas print view helps you transform your custom CRM layouts into print-ready documents, so you can bring your digital data to the physical world with
                                  • Passing the CRM

                                    Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when
                                  • Tag Adding Option in Kanban Card Customization Bigin CRM Mobile App

                                    I would like to request an option to add and display tags on Kanban cards in the Bigin CRM mobile app. This feature would make it easier to categorize deals and quickly identify priorities while working on the go.
                                  • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

                                    Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals
                                  • Canva Integration

                                    Hello! As many marketing departments are streamlining their teams, many have begun utilizing Canva for all design mockups and approvals prior to its integration into Marketing automation software. While Zoho Social has this integration already accomplished,
                                  • Ticket Status email

                                    Good day, This was discussed in the past, but it would be helpful if we could have the system assign a custom response to a status. We have various statuses for tickets, e.g. "closed due to no response", or "Pending Status", it would be helpful for the
                                  • WhatsApp Voice Message Sending Option in Bigin CRM

                                    I would like to request a feature that allows users to send WhatsApp voice messages directly from Bigin CRM. This would help improve communication efficiency and make it easier for teams to respond quickly to customer inquiries.
                                  • CRM: hosting a single html file in Zoho and displaying it as a widget

                                    I have seen that CRM offers the option of uploading a web project to Zoho itself and displaying it as a widget in CRM. The instructions then talk about setting a development environment with Node and developing an application to upload to Zoho. But I
                                  • Synchronise item image between Zoho Commerce and Zoho Books/Inventory/CRM

                                    Here is a blindingly simple idea to tie several Zoho products together. Zoho - please include a method to synchronise the item image (or images) from one Zoho application to another. For example, if you upload an item image in Zoho Inventory, a user should
                                  • How to change position button transtition of Blueprint?

                                    Hi Everyone, Look at my screenshoot, it is possible move the reject button to the right? I couldn't find that setting in the blueprint. Thank you.
                                  • Marketer’s Space - WhatsApp Pricing Update: What Marketers Need to Know and Do

                                    Hello Marketers, Welcome back to Marketer’s Space! WhatsApp made changes to their pricing model on July 1, 2025, moving from conversation-based pricing to a per-message pricing model. This week’s post focuses on what these changes mean for your WhatsApp
                                  • Zoho Desk Limitations

                                    Good day, all, I would like to know whether others share my frustration with some of Zoho's limitations. Don't get me wrong, I like Desk (and I also have a subscription for Analytics), I have been with them for close to 10 years, and unfortunately, I
                                  • Multi file upload

                                    Hi, I just wonder if one could upload multiple files in one shot, say between one and three files, without adding multiple File Upload fields? Thanks, Alalbany
                                  • Sorting Descending in a lookup

                                    I have a case number lookup on multiple forms. I need the most recent added to appear at the top of the lookup or as the list of cases grom it's too much to scroll. Is there a way to have a look up sort descending?
                                  • Next Page