Marketing together

Collaborate on the customer pipeline and watch conversion rates go up.

Make the most of customer data

Your CRM is the ultimate source of truth for all things customer-related. It provides a comprehensive view of each customer, which impacts campaign creation and reception. Access to exhaustive, relevant, and live customer data can enable your marketing team to put their best foot forward and provide exemplary customer experiences.

Increase efficiency, increase ROI

When marketing is effective, the entire company benefits. You can:

Improve campaign performance by streamlining data access.

Eliminate bottlenecks in campaign execution to ensure a faster time to market.

Automate repetitive tasks and free up resources to enable your team to focus on creative strategies.

Faster campaign execution means quicker lead generation, higher conversion rates, and increased revenue.

A space that works for your team

Marketing module
Your marketing Teamspace

Marketing module

Team modules retrieve, process, and display relevant customer information. Want to know why leads convert—or don't? A win/loss analysis module can get you the right information. Need customer information to create custom pitch decks? A Contacts module can get you the data.

Your marketing Teamspace

Create a Marketing Teamspace where you and your team can work with the data that matters, with nothing else getting in the way. You decide what modules stay in your Teamspace, who gets access, and to what extent.
Don't want to be overwhelmed by a massive deal timeline? Remove it. Want to prioritize campaign performance? Move it to the top!

True cross-team collaboration

Keep track of all cross-team requirements using requester modules, which enable collaboration between Teamspaces. Let's take a look at a Custom Collateral module, for example. Your sales team can submit a request for a custom deck or brochure. You receive a notification in your Marketing Teamspace, where you can process it—from request to delivery—right in Zoho CRM.

Know your customers and hone your campaigns

Don't just look at campaign metrics; draw insights directly from customer interactions. Since sales teams record customer inputs from every conversation, you can draw on information like the following:

Customer preferences
Why customers may choose to go elsewhere
What customers value in your product (versus competitors)
What features sell the most
What platforms your customers are on the most
And the list goes on.

Personalized content gets better

71%

71% of consumers expect companies to deliver personalized experiences.

Now that you have all that information from the customer, you get to create highly targeted, audience-specific content that caters to your customers' exact needs. Deliver personalized experiences from start to finish.

Automation that's like magic

Float from task to task with ease by automating campaigns, offer emails, feedback loops, and everything in between—right from Zoho CRM. Plug your marketing pipeline into (or manage it alongside) your sales pipeline and create a well-rounded approach to the customer life cycle from start to finish.

Want to learn more about marketing with a collaborative CRM tool?

Try Zoho CRM for Everyone