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.