Have CRM and Campaigns automate with each other
Have them sync automatically and fluently
Zoho Campaign Lead Scoring
Open email – 5 points
Register for Webinar – 25 points
Attend Webinar – 50 points
Click Link from Email – 15 points
Website Video Plays – 15 points
Number of Website Visits – 1 point per visit
10 points per 10 visits to website
15 points per 15 visits to website
etc
*move contact from Zoho Campaign to Zoho CRM after 50 points (Nurturing) and have sales person notified in territory via email
Zoho CRM Lead Scoring
Meeting Task (Open Activites) – 50 points
*move contact from Nurturing to Qualified Lead status at 100 points
Open email – 5 points
Register for Webinar – 25 points
Attend Webinar – 50 points
Click Link from Email– 15 points
Website Video Plays – 15 points
Number of Website Visits – 1 point per visit
10 points per 10 visits to website
15 points per 15 visits to website
etc
Lead stages (Update CRM Lead Status)
New (When leads enter zoho campaigns)
Working (Awareness/Interest)
Nurturing (Education, Warm Leads)
Qualified (Sales Qualified Lead)
Unqualified (Not interested)
Zoho Campaigns Lists
Be able to move contacts based off actions/scoring
We have several email lists that we need to clean up per recommendation
Are we able to move contacts from list to list? Example below
Emails from New list moved to Working List then moved to Nurturing List
This will help with target messaging.
Create a contacts list
We want to send a newsletter to current clients in our CRM
Go To Webinar
We are having issues with registrants
When someone registers, we want to stop sending email blasts inviting to webinar
Attendees and Non-attendees
We are having issues in separating automatically and emailing accordingly
Fix Budget - 3500 to 4000 INR