Align your marketing and sales teams by connecting Plezi & Zoho CRM
Increase sales and leverage marketing levers by synchronizing Zoho CRM & Plezi.
Zoho is a CRM designed to help you manage customer relationships, personalize marketing efforts and improve sales.
Features include sales opportunity and lead management, sales document management and customer account management. Zoho CRM serves a global network of over 250,000 companies in 180 countries to convert more leads, interact with customers and save time.
Functionalities
- Pipeline management
- Performance analysis
- Project planning and monitoring
- Optimize teamwork
- Customize your modules, fields and layouts
- Automate routine activities
Advantages
- Centralized notification
- Locate nearby prospects
- Remote control of your teams
- Automatic data synchronization
- Compatible with numerous third-party platforms
- Measure the commercial impact of your marketing decisions
Why connect Plezi and Zoho CRM?
Thanks to our bi-directional integration, changes made in either tool are automatically synchronized in the other. In real time, your sales and marketing teams have access to fully updated lead profiles.
Centralize your data to align your marketing and sales teams
The interests expressed on your site are grouped with the data that contacts have shared with you so that the information can be used in commercial and marketing messages.
Set up an intelligent sales process
You can create intelligent workflows when your sales team adds information about your prospects (such as role, decision-making timeframe, etc.) These workflows can then automatically trigger actions based on these predefined conditions via Plezi.
Automate your processes to save time
Link the corresponding information in each application by mapping the right fields. These exchanges take place in real time, and are organized according to pre-defined priority rules.
Want to integrate Plezi with your Zoho CRM?
Examples of possible optimizations
- Track prospects from contact creation to sale in Plezi, to prioritize your leads according to their readiness to become customers.
- Ensure that your sales teams always have access to up-to-date lead data thanks to the synchronization of the two tools.
- Provide your sales team with the ideal set of applications to close more deals in less time.
- Create automated marketing actions when a prospect interacts with your content or exceeds a certain score.
