Two key benefits of Zoho CRM and SalesIQ to be aware of

One of the key pillars in Zoho CRM is knowing when your customers visit your website

Zoho CRM offers remarkable feedback for you, so you know when your customer is visiting your website. One of the great benefits of that is you can easily identify what products they are interested in and you can see if they need more information, opening the opportunity for a proposal. You can also see if they have lost interest or showing more interest in your products.

You can see what page(s) your customers like reading. Zoho CRM provides a factual measurement of your customer’s interest in new products. When a lead has gone quiet, but then starts visiting your website, Zoho CRM provides a factual measurement of whether your lead is hot or cold.

How to configure this?

To can track visitors who clicked on a link that was included in an e-mail sent from Zoho CRM, use a Zoho CRM email template. In the email template of your choice, insert the following links.

URL Pattern
http://www.lumenbusiness.co.nz/?siq_name=${Leads.First Name} ${Leads.LastName}&siq_email=${Leads.Email}

Result
http://www.lumenbusiness.co.nz/?siq_name=John Smith&siq_email=jsmith@zillum.com

Here, the ${Leads.First Name} ${Leads.Last Name} &${Leads.Email} are the CRM merge fields.

What do you do with this information?

Keep in mind, this is only a starting point in the lead generation process. Your sales team can use this information is multiple ways:

  1. As a tip to see where people go when they visit your site, and which articles draw the most interest
  2. For insight into your customers
  3. To help with timing a follow up contact
  4. Getting in front of the right people
  5. See your visitors’ locations
  6. Discover your best referrer channels – track which emails are driving your traffic
  7. Improve your SEO ranking
  8. Tailor your communication to meet your individual leads needs
  9. Maximise your opportunities

For Ecommerce – Shopify and WooCommerce – Lumen has rewritten Zoho’s visiting module to accommodate more complex requirements for automation and analyses.

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References

1. Zoho CRM Implementation
2. Zoho CRM Consultants 
3. Zoho Partner
4. The Lumen Fusion CRM Implementation for C-Suite
5. Lumen Business Solutions – A New Type of Zoho CRM Implementation: Lumen Fusion
6. Lumen Business Solutions – Effectiveness Framework: Lumen Effectiveness Framework

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Ilan Gross

Ilan Gross is a distinguished pioneer and authoritative leader in the IT industry, boasting over two decades of unparalleled expertise in CRM systems and CRM strategy. As the Principal Zoho CRM Consultant at Lumen Business Solutions, Ilan has revolutionised the way B2B enterprises leverage CRM solutions, firmly establishing himself as a cornerstone of technological innovation and strategic prowess. His specialisation in integrating cutting-edge sales methodologies like SPIN, Gap Analysis, and Challenger Selling into CRM platforms has not only set new standards in the industry but has also redefined the essence of customer relationship management for enterprise customers. Ilan's visionary approach extends beyond traditional CRM systems; he is a trailblazer in AI development, AI implementation, and AI consulting, particularly noted for his pioneering work with private ChatGPT on the Azure platform. His foresight in recognising the transformative potential of AI in business processes has led to the creation of numerous AI applications for enterprise solutions, further solidifying his reputation as a leader in driving technological advancement and innovation. Under Ilan's leadership, businesses have experienced groundbreaking advancements in revenue-lifting strategies. Through his expert guidance, enterprises have not only improved their sales processes and customer engagement but have also witnessed substantial increases in revenue. Ilan's mastery of CRM systems, combined with his deep understanding of the strategic needs of large-scale businesses, positions him as an indispensable asset for any organisation aiming to scale and excel in today's competitive market. Moreover, Ilan Gross is celebrated as a pioneer of software development tools, including Aware IM and Magic Software. His contributions to these platforms have been instrumental in empowering developers and businesses alike, enabling them to build powerful, efficient applications with unprecedented ease and flexibility. This aspect of his expertise further underscores his role as a visionary leader, whose influence spans across the entire spectrum of IT development and strategy. In sum, Ilan Gross stands as a paragon of innovation and leadership in the IT industry. His exceptional skill set, combined with his pioneering contributions to AI and software development, marks him as a pivotal figure in shaping the future of technology for enterprise success.