Campaigns powered by the data you already have.
Your CRM already knows who your customers, dealers, and contractors are — your marketing should use that. When campaigns run on the same data as your sales pipeline, you can reach the right group with the right message, and see exactly what it drove. We set up that connected campaign engine.
What we do
We set up and manage your campaign tools within Zoho (Zoho Campaigns / Zoho Marketing Automation), connected directly to your CRM. That means email campaigns to the segments that matter — customers, contractors, designers, dealers — built from live data rather than exported, out-of-date lists.
Because it’s tied into the same system as your pipeline, the results flow back too: who opened, who clicked, and how it fed your sales. We configure the segments, templates, and automated campaigns, so reaching a specific group is quick and repeatable, and your marketing and sales finally work from one source of truth.
What it covers
- Email campaigns — targeted sends to customers, dealers, contractors, and designers
- CRM-connected segments — audiences built from live CRM data, not stale lists
- Templates — reusable, on-brand email templates for repeatable campaigns
- Automated campaigns — triggered sends based on customer actions and stages
- Tracking — opens, clicks, and engagement flowing back into your CRM
- One source of truth — marketing and sales running on the same data
Marketing and sales, finally connected
The power here is the connection: campaigns that use live CRM data and feed results straight back. No exporting lists, no guessing what worked — just marketing that targets accurately and sales that can see exactly what each campaign brought in.