IMPLEMENTATION STEPS

With over 20 years’ experience in software design and implementation, we pride ourselves in creating solutions in Zoho using API’s, Custom Functions and Widgets. We have developed 10 exclusive implementation steps, designed to help you decide what your business needs. Contact us for more information or to be kept updated on new Zoho Developments.

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STEP 1

STEP 2

STEP 3

STEP 4

STEP 5

STEP 6

STEP 7

STEP 8

STEP 9

STEP 10

Step 10 - Marketing, Social and Campaigns

Step 10 - Marketing Groups and Campaigns

Zoho provides a suite of applications to manage your Marketing needs. To enhance these tools, SOS Consulting have created the ‘Marketing Matrix’. The Marketing Matrix manages your marketing lists, automatically adding and removing Leads and Accounts based on qualifying logic. The logic uses Custom Functions linked to Workflows. This enables you to view your Marketing Group and immediately see the number of allocated Leads, Contacts, Accounts, plus the unique number of marketing opportunities (removing duplicate contacts on the same account). There is no limit to the number of marketing groups you can create and marketing groups can reflect sales opportunities, communication topics or custom Lead and Client grouping for any other purpose.

SEND ENQUIRY

FEATURES

  • 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.