October 25, 2019. Written by Michelle Colbran (Founder of SOS Consulting)

Step 9 Overview Features (12)

  • Automate your marketing groups based on business logic.
  • View a marketing matrix of all leads, contacts and accounts.
  • View the unique number of marketing opportunities.
  • Build your lead database using integrations.
  • Use the enquiry process (Step 1) to maintain a clean prospect database.
  • Track and manage your website visits with Sales IQ.
  • Have live chats with customers visiting your website.
  • Use Zoho Surveys to send surveys to customers.
  • Use Zoho email campaigns to send EDM’s (Electronic Direct Mail).
  • Integrate and manage your Social Media accounts in one place.