Enrich bespoke Zoho pipelines with valuable information from Ruler Analytics

Overview of integration

Zoho CRM stands out from other CRM platforms through its customisation features. Users can create custom modules to suit their needs. Zoho CRM also offers omnichannel communication, an AI-powered sales assistant and automation capabilities.

Establish a two-way flow of data for your lead generation information and deal activity between Ruler Analytics and Zoho CRM. Leverage all your engagement information such as recorded phone calls, web forms and live chat transcripts to provide your leads with the best experience.

Let's look at how this integration works in a bit more detail.

Ruler retrieves the data associated with your Zoho deals to create an end-to-end view of your engagement and sales process. All data is then updated in the Ruler dashboard and also fed into your marketing platforms such as Facebook, Google Ads, and Microsoft Advertising. As such, your marketing and sales team will have a single source of truth for the whole process.

Ruler associates the revenue generated by each successful deal to the original marketing campaign. This allows you to measure ROI and smartly invest in the most successful marketing campaigns. You can re-create your digital marketing strategy for the most efficient budget use.

Key benefits

Zoho is a popular CRM, but while it offers great tools for lead management and nurturing, it doesn't hold up on the attribution front.

And it doesn't need to. Integrating your Zoho CRM with Ruler Analytics allows you to plug the gap and ensure you track your marketing based on how much revenue it generates.

You'll be able to:

  • Align sales and marketing data  in a single view
  • Empower sales team with lead intelligence
  • Evidence the effectiveness of marketing campaigns to drive both leads and revenue
  • Get visibility of impact of marketing activity across the sales cycle
  • Close the loop between marketing and sales

Key features

Enrich your sales leads

Supplement your sales opportunities with over 60 marketing variables to view your customer’s interactions over multiple touch points, including first/last click marketing source, landing page, keyword, page views and sessions.

Provide your sales team with greater intelligence on prospects via a direct link to the prospect’s data within Ruler to view their decision making journey via various channels, sources and engagement with your website.

Evidence marketing impact

Provide proof of the success of your marketing campaigns by reporting on value rather than vanity metrics. Report on return on investment at channel, campaign and keyword level as prospects make their way through your opportunity pipeline.

Align sales and marketing efforts

By combining marketing and sales data in one place, your teams can take a collaborative approach to your commercial operation, understand what constitutes a quality lead, how marketing affects the sales cycle and optimise to generate revenue quicker.