Many of the elements in Zoho CRM are designed to help you maximise sales and increase revenue.
Zoho’s easy to use interface comes packed with plenty of workflow-boosting benefits, including the option to pass data on your customers from your own files to Zoho.
Importing leads into Zoho using traditional methods is simple when you know how to do it. Here’s our step-by-step guide on how to import leads into the Zoho CRM:
While importing leads into Zoho using the traditional method isn’t tricky, there are a few steps involved in terms of specifying how your data should be displayed to suit your preferences.
This means importing leads into Zoho can waste valuable time that might be better spent focusing on other things!
Many marketers opt to automate their Zoho workflow, by making the most of other tools that make marketing attribution processes easy.
Ruler Analytics is a marketing attribution tool that works seamlessly alongside Zoho to ensure you have all the data on consumers you need, exactly where you need it.
Ruler bridges the gap by sending leads directly to Zoho.
Ruler works by tracking each visitor - even the anonymous ones - across their multiple sessions, the traffic sources they’ve entered via, and the keywords they’ve used to find you.
Related: How to view full customer journeys with Ruler
Whenever they convert - no matter which route they go down to do so - Ruler sends all that comprehensive data that’s been captured about your lead and their marketing touchpoints to your CRM or sales tracking system.
You can get started with Ruler Analytics today, and maximise the time you have to analyse data by automating the marketing attribution process between Zoho and other apps. Book a free demo with us so you can find out how it all works.
If you have any questions, simply type your queries into the live chat tool you’ll see available in the green chat button to your bottom right.
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