Marketer's Space: Streamline marketing and sales by integrating ZMA's Planner with Zoho CRM

In a competitive market, clear goal-setting and seamless campaign execution are crucial for marketing and sales alignment. When integrated with Zoho CRM, Zoho Marketing Automation's Planner enables marketers to create, manage, and measure campaigns effectively with comprehensive reporting and goal tracking.

This post covers how to use ZMA's Planner to manage campaigns, track budgets, and view activities by stages via the Kanban board. You'll also learn to track ROI with reports, set goals, and view contacts segmented by CRM insights in the Contacts tab.

Adding activities to ZMA's Planner online and offline

ZMA's Planner bridges the gap between digital and traditional marketing campaigns by enabling you to add and manage activities across multiple channels.

Digital activities

You can associate existing email campaigns or create new ones within the Planner. For instance, a marketer can configure an email campaign promoting a new product and track its engagement metrics. Similarly, they can add, configure, and directly monitor SMS campaigns.

Offline activities

Add activities like trade shows, events, or print ads to give marketers the flexibility to manage all campaigns in one place, including generating shareable short URLs and downloadable QR codes for use in physical stores.

Let's look at an example to see how adding activities to Planner works.

Let's say you're a marketer planning a product launch campaign targeting sales qualified leads (SQLs). Using ZMA's Planner, you create an email campaign and configure it directly, as well as track link clicks and email engagement metrics to gauge interest levels. One of your sales executives uses the Planner's contact filters to identify SQLs who have interacted with your campaign and then personalizes follow-ups to close deals faster.

Tracking progress with the Kanban board

The Planner's Kanban board visualizes campaign progress under stages like the following:

• Ideating
  
• Yet to start
  
• In progress
  
• Scheduled
  
• Completed
  

You can also add custom stages to suit your campaign needs.

Why is this valuable to marketing and sales teams?

This segmentation ensures that campaigns are on schedule, providing clarity for both marketing and sales teams. For example, if a campaign is “In Progress,” the sales team knows when to prepare for lead engagement.

The Budget tab: Monitoring campaign finances

The Budget tab is vital for tracking the following:

• Total budget
  
• Total expense
  
• Acquired leads
  
• Cost per acquisition
  

It also provides insights through views that cover budget split, expense split, budget versus expenses, and detailed breakdowns of how budgets and expenses are distributed.

Setting goals with CRM data

ZMA's Planner enables you to define goals using metrics like the following:

• MQL to SQL conversion rat
  
• Count of SQLs, MQLs, and raw leads generated
  
• Lead count by stage
  
• Average lead score and location
  
• Count of leads that have moved up a stage
  
• Email engagement and leads engaged via Planner
  
• Website visits by source, referral URL, location, and type (new or returning)
  
• Organic and social website visit count
  
• Website engagement metrics, including page views and visit types
  

It also includes CRM-related goal metrics like the following:

• Leads closed (won or lost)
  
• SQL to Closed Won conversion rate
  

You can also drill down into categories and set numerical targets for granular tracking. These insights provide a comprehensive view of marketing performance and help align efforts with sales goals.

Let's say you've set a goal to achieve 100 closed-won deals in Q4. Using the Planner, you track your count of closed-won leads and align your marketing activities to support this target. With CRM data integrated, you can ensure your campaigns focus on high-quality leads and help both marketing and sales teams stay aligned and meet their shared goals effectively.

The Reports tab: Actionable insights for ROI

The Reports tab consolidates key metrics, such as the following:

• Existing leads reached and leads engaged (also shows how many contacts have achieved your plan's primary goal.)
  
• Revenue and deals stats: Revenue generated and deals closed won
  
• Expense and ROI stats: Campaign expense, ROI, and Channel-Wise ROI.
  
• Website and location stats: Consolidated views of website visits by region.
  

For example, let's say you review reports to evaluate the success of your campaigns. For example, the Channel-Wise ROI report helps you identify which marketing channels delivered the highest returns and therefore serves as a guide for your future budget allocations.

Contact engagement with ZMA's Planner

The Contacts tab shows engagement at every level:

• Leads reached
  
• Leads engaged
  
• Contacts closed with won deals
  

You can also create a contact segment within the Planner by selecting the "Segment Filter" icon.

Let's say your sales executive uses the Contacts tab to filter for “leads engaged” and focuses on SQLs who've interacted with the campaigns. This enables them to prioritize warm leads and boost conversion rates.

The integration with Zoho CRM enhances the Planner by providing valuable insights that enable marketers to set precise goals and track performance effectively. It bridges the gap between marketing and sales, ensuring both teams are aligned and focused on shared objectives. With access to detailed metrics, marketers can craft more impactful campaigns while the sales team benefits from higher-quality leads and actionable insights that help close deals efficiently.

Stay tuned for more posts on ZMA's Zoho CRM integration. Until then, happy marketing!

Regards,

Pearlin Nitika

User Education | Zoho Marketing Automation

• Topic Participants

• Pearlin Nitika S

  

• Sticky Posts

• Marketer's Space: Streamline marketing and sales by integrating ZMA's Planner with Zoho CRM

  In a competitive market, clear goal-setting and seamless campaign execution are crucial for marketing and sales alignment. When integrated with Zoho CRM, Zoho Marketing Automation's Planner enables marketers to create, manage, and measure campaigns effectively

• Introducing automation and utility conversations in WhatsApp marketing

  We’re excited to announce the addition of two new features to our WhatsApp integration: Automation and Utility conversations. These enhancements will allow you to streamline your marketing efforts and engage with your customers more effectively by automating

• Tip of the week 02 - The art of 'seeing' your leads

  What's the last page that your lead visited before signing up for your brand? What was the page that first convinced your lead to explore more about you? Where are your leads coming in from? Well, these are some perennial questions today's marketers live upon. And, knowing the answers to these questions is crucial, considering the vitality of leads in every business. In the journey of finding lead opportunities, it's important to understand that every detail about a lead is useful. While the channels

• Zoho Marketing Automation Update: Topics, Contacts, and List Management

  At Zoho Marketing Automation, our highest priority is making it easier for you to use our product to accomplish your business goals. With that in mind, we are updating three of our pivotal features: Topic, Contacts, and List Management.   These existing

• Important: Zoho MarketingHub is now Zoho Marketing Automation

  Hello Everyone,   We hope you all are doing well. We'd like to notify you that we have rebranded Zoho MarketingHub to Zoho Marketing Automation. We'll discontinue using the term "MarketingHub" from May 26, 2021. However, there will be no changes in the

• Recent Topics

• Marketer's Space: Streamline marketing and sales by integrating ZMA's Planner with Zoho CRM

  In a competitive market, clear goal-setting and seamless campaign execution are crucial for marketing and sales alignment. When integrated with Zoho CRM, Zoho Marketing Automation's Planner enables marketers to create, manage, and measure campaigns effectively

• Request for Alerts on Workflow and Function Changes.

  I want to get an alert whenever a new workflow or function is added or an existing workflow or function is edited. Is there any way to do that? I need to log all changes whenever updates are made or new ones are added.

• Custom emails for Portals not working

  I changed the standard templates to custom email templates for all three options, but the invitation is still sending the original email layouts. Anyone know why this would be happening? I changed them 2 days ago.

• Switching scheduled webinars from Live to On-demand

  Now that On-Demand webinars has been added as an option for webinar presenting, is there a way I can edit already scheduled webinars from Live to on-Demand? These scheduled webinars already have people registered. Thanks

• Zoho CRM v2.1 deprecation or sunset plans ?

  Hi Team Wanted to know if there is any plan to deprecate v2.1 CRM apis https://www.zoho.com/crm/developer/docs/api/v2.1/ and if yes by when

• Forex Bank Refund Entry

  Hello, please advise how to enter refunds from our bank forex department. The refund was because we were on preferential rates but at the time of USD purchase were not given the preferential rate, therefore the bank calculated the excess that we paid

• Auto-Populating Custom Field

  This is to request a feature enhancement for our invoicing system. We're currently creating invoices with a single item per invoice and have a custom field called "Related Vehicle." We would like the "Related Vehicle" field to be automatically populated

• How can i Customize Delivery Note?

  I need to customize delivery note like change the tittle for language purposes and also include only the balance due

• Delivery note template

  We have some reasonable templates for sales docs but the delivery note one is very limited. It would be nice if we could have the same options as the sales form templates or even create our own by cloning an existing sales template, modifying (ie: removing

• INTERCOMPANIES INVOICING

  Dears , I paid expenses on behalf of our sister company from my cash account , then month End i issued an invoice to the sister company , my question is how to put the expenses GL in the invoices

• How to Add Break line / Return on button click

  I need to return the text concate with difference field from lead with line break i try "\r" ,"\n" "<br>" return "ali \r\n <br> baba"; None of above work.  i expected result something like this  ali baba but got this  ali \r\n <br> baba so, how can i

• Zoho CRM Theme Color?

  I've read multiple articles stating it's possible to change Zoho CRM theme colour (top menu bar) from personal settings menu, however, my zoho has no options for this at all and I've looked everywhere........has this feature been removed? I'm currently

• How can i force the user to select a project when creating an invoice ?

  Hello I tried all the ways that i know , but no way is able to stop creating an invoice without project.

• Sales

  1/ How can I make a discount on invoice exmple : invoice 5,100 le , custmar pay 5000 and I need to make this 100 le as a discount , how can i make it ?! 2/ Is thare any report can make me match my company’s balance with the customer’s balance?

• Include Project Hours when Creating Estimates from Projects

  Hi Currently, in Books, you can create estimates from Projects by inserting tasks that pull both the task and the hourly charge rate. But it doesn't pull the budgeted hours for the task, so you manually have to remember the number of hours for a given

• acc

  Regularly sending statements to customers is an imperative part of many business processes as it helps foster strong customer relationships and provides timely guidance on pay//

• South African Payment Gateways

  Since the "Demise" of Wave many South African users have moved over to Zoho and yet for years users have been requesting Integration with a South African Payment Gateway to no avail. Payfast was the most commonly requested gateway as it supports recurring

• Bulk Editing Multiple Invoices with Overwriting at time of upload

  Hello, I would like to edit a few 100 invoices. Only the HSN needs to be updated. When I am trying to upload the excel sheet with the data updated, I get an error: The Invoices are skipped as they already exist. I know the invoices exist but I would only

• Calendly does not show scheduled Meetings

  I use Calendly as my standard booking tool, but no matter what I am doing, Calendly shows any appointment as free (when in fact there already is an appointment in CRM Calendar or Zoho Calendar). Drives me nuts - cannot go away from Calendly due to various

• CRM Implementation

  I need to implement Zoho CRM. Is there a useful user manual available to guide me through the implementation?

• Zoho Creator Upcoming Updates - December 2024

  Hi all, We're excited to be back with the latest updates and developments on the Creator platform. Here's what we're going over this month: Deluge AI assistance Rapid error messages in Deluge editor QR code & barcode generator Expandable RTF and multi

• Zoho Social integration with Zoho Flow

  Is there any plans for Zoho Social integration with Zoho Flow?

• Marketing 2.0 has been a catastrophe

  Anyone else having significant issues with their link between their CRM and Marketing automation since moving to version 2.0? We had an easy flow for triggering leads in the CRM to journeys in Marketing Automation but now nothing seems to work properly.

• Cannot average "Duration (Time)" from Pick List History Tracking in Reports

  Okay, let's say I have a custom module. In this custom module I have a pick-list named "Status" with "New", "In-Progress", "Completed" values. I also have turned ON pick-list history tracking and chose "Time" to track the duration in (instead of "Calendar

• Customer Statement Template

  Hi. how can i add order number "customer LPO number" in the customer statement. regards

• Authorize.Net Update: Disable Transaction IP Velocity Filter to Avoid Payment Failures

  Update: The Authorize.Net integration was updated on November 20, 2024. To prevent recurring transaction failures, we recommend disabling the Transaction IP Velocity Filter at the earliest. We’re updating the Authorize.Net integration in Zoho Books on

• Need to send a single email to up to 20 recipients

  I want to send a single email to ~16 or 20 recipients. It appears that I cannot do this in Zoho email as it gets flagged as unusual activity. I need to be able to communicate with this group on a regular basis. What am I missing that Zoho doesn't allow

• Whatsapp Limitation Questions

  Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based

• Unable to Schedule One-to-One Emails in Zoho CRM

  Hi everyone, I’m using the Zoho CRM Professional Edition and facing an issue with scheduling one-to-one emails directly from CRM. While I can send immediate emails without any problem, I don’t see an option to schedule these emails for a later time. I’ve

• Canvas Detail View Related List Sorting

  Hello, I am having an issue finding a way to sort a related list within a canvas detail view. I have sorted the related list on the page layout associated with the canvas view, but that does not transfer to the canvas view. What am I missing?

• Repeatable Fields/Sections in Zoho CRM

  Hi Zoho Team, We have a module in CRM named "Clients". We would like to know whether it is possible to have a feature enables us to have repeatable sections in our clients' profiles? For example, if we customized a section in the clients' profiles named

• Zoho Analytics: Requests for view access

  Hello, We have a user that might request access to a certain view, report etc. However this request for access is being sent to different admins within the workspace, is is possible to set who the "approver" is of these requests? If not what are the rules

• Boolean Fields in Mail Merge Displaying as Checkmarks

  I'm really liking the new mail merge functionality. It's replaced the Zoho Sign extension for us. One problem I've seen is that boolean operators (i.e. Checkbox fields) in CRM merge as "True" or "False". This looks a little ugly in my final document — is there a way I can get those to display as checkboxes?

• Formula in Sub Form

  Hello - I have created a sub-form and the data is going to be insurance policy information. However some of the policy amounts are based on a percentage of a main coverage. For example, Debris removal coverage is 5% of the main dwelling policy. Is there

• Zoho cases and remote work api

  How to use zoho cases listing api? When i try to hit the endpoint specified in the docs , i get the error : the page you are looking for does not exist with a 401.

• Email alias already exist

  Hello, I'm getting an error message the email alias already exist when attempting to add 2 email addresses. The emails are associated with an account I deleted. I started a new account and need to add them back to get 1 email at each. I have an open ticket

• Migrate emails from a shared mail box to a private mail box

  How is possible migrate a shared mail box if the migration tool require a password, and the shared mail dosent have ?

• Support poor service

  I just wanted Zoho support to give me some more concrete answers. I’m facing SMTP error issues, and they told me that the South American IP was experiencing problems, but they didn’t provide an estimate for when it would be resolved. Now my company is

• Zoho say my domain seems to be already associated with another account

  I created a zoho account for try my domain mail configuration. When I want to add my domain in this page https://mailadmin.zoho.com/hosting?plan=free then this shows an error that is "This domain is already associated with this account a*****n@f*****."

• Incorrect Device Time

  Hi On my windows laptop I can't sign into Zoho mail due to "incorrect device time". I'm in Toronto, Canada. How can this be resolved?

• Next Page