Integration

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.

With over 60 marketing variables available, Ruler can feed information such as First/Last Click marketing source, landing page, keyword, GCLID, page views and sessions straight into Zoho. All the information is readily available for your sales team to create the best customer journey.

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. 

How Ruler integrates with Zoho

UNDERSTAND YOUR CUSTOMER'S DECISION MAKING

By recording a customer’s pre-engagement behaviour, you can understand specifically which were the most successful messaging strategies. Record your first interactions with the customer, whether it was on the phone, by web form or live chat.

MEASURE WHAT MATTERS

Track the most important measure in your sales process – revenue. Trace each successful sale back to the first interaction with the customer to understand the overall values of your sales pipeline.

PROVE THE VALUE OF YOUR MARKETING

Calculate the budget spent on your marketing campaigns and directly track them to the revenue generated by each lead. This will enable you to justify any kind of budget increase and redistribution to maximize your Return on Investment.