Integrate Zoho Campaigns with UGRU Financial CRM
What is Zoho Campaigns
Zoho Campaigns is a marketing solution for Email Marketing and Social Media Campaigns. As a part of Zoho CRM solution, Zoho Campaigns also integrates CRM features and contact list management. It is available as a single add-on with a pricing plan based on different models: pay as use or monthly subscription.
Benefits of using Zoho Campaigns
Zoho Campaigns is a great solution for creating and managing Email Marketing campaigns, performing A/B tests too. The drag and drop builder helps you to design beautiful email messages, thanks to a lot of customization features, in order to perfectly match the email’s layout with your brand. Through an advanced Contact List Management feature, you can easily segment your contacts, splitting up leads, prospect and customers. For a better management of the whole contact list, we recommend to integrate Zoho Campaigns with Zoho CRM, in order to keep track of all the activities, including deals, tasks and sales.
Why should I use Zoho Campaigns
You can also use one of the third party services integrated with Zoho Campaigns to import contacts into your lists. Otherwise, you can import them manually or via a CSV/Google Spreadsheets file. Zoho Campaigns offers an autoresponder and an automate follow-up feature, useful for both welcome emails and lead nurture programs. With the Social Media Campaigns feature, you can create landing pages on Facebook to engage your customers and new visitors as well, create and schedule social media posts, and measure the performances of your social media campaigns.
What is UGRU Financial CRM
UGRU Financial CRM is a financial CRM that offers the best financial planning software for advisors. UGRU Financial CRM includes features like sales force automation for contact and account management, marketing automation, accounting, and operations.
Benefits of using UGRU Financial CRM
The marketing automation function helps you build solid customer relationships and keep in touch with them automatically without manual effort. The accounting and operations functionality eliminates the double or quadruple voice with a central database. Thanks to this, it simplifies the billing, the follow-up and the evaluation of the health of your company. Sales automation for contact and account management helps manage individual customers and large accounts.
Why should I use UGRU Financial CRM
Finally, the sales automation function offers components such as contact management, forecasts, and sales pipelines. The contact management function acquires and organizes all the detailed information for each potential customer, supplier, and collaborator.
LeadsBridge is a set of automation tools designed to integrate businesses' assets with the most popular advertising platforms and lead generation tools.
Thanks to its cutting-edge technology, LeadsBridge allows companies to securely sync data to/from over 370 CRMs and custom solutions, avoiding any type of marketing interruptions and manual work.