Zoho Marketing Automation

Score9.1 out of 10

15 Reviews and Ratings

What is Zoho Marketing Automation?

Zoho Marketing Automation is an end-to-end platform that enables businesses to manage and automate marketing campaigns across multiple channels, including email, SMS, WhatsApp, social media, webpages, and offline touchpoints. Boasting over 100k+ users globally, it helps organizations streamline lead-to-revenue workflows, optimize customer journeys, and measure marketing impact from a single interface.

Categories & Use Cases

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Screenshot of the interface to monitor and analyze multichannel campaigns. From this dashboard, viewers can track email, SMS, WhatsApp, and web interactions in real time, view performance metrics, and optimize customer journeys.

Screenshot of where to create end-to-end personalized customer flows using a simple drag-and-drop canvas. The user can combine email, SMS, WhatsApp, and abandoned-cart follow-ups into one unified journey and automate every touchpoint.

Screenshot of where to send bulk WhatsApp marketing campaigns to a target audience globally and engage proactively on their most preferred channel. This interface lets users create message templates, personalize messages with segments, and choose templates.

Screenshot of the interface for real-time insights into SMS performance with delivery, open, and click metrics that show how campaigns are converting. And, With Zoho Marketing Automation's own SMS gateway, marketers can run hyper-targeted SMS campaigns without relying on third-party integrations.

Screenshot of some of the ready to use, customizable layouts that help launch high-converting pages. They’re designed to showcase offers, capture leads, and drive actions without needing design or coding skills.

Screenshot of the interface to plan, schedule, and track marketing activities. It gives a clear view of campaigns, deadlines, and tasks so teams can stay organized, collaborate better, and execute plans on time.

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Screenshot of the interface to monitor and analyze multichannel campaigns. From this dashboard, viewers can track email, SMS, WhatsApp, and web interactions in real time, view performance metrics, and optimize customer journeys.

Mobile optimization
Users can easily optimize emails and landing pages for mobile devices.
Category average: 7.9
Email deliverability reporting
The software helps ensure inbox delivery of email campaigns, through features such as deliverability tests, opt-in management, bounce handling, suppression lists, dedicated IP addresses, and delivery monitoring.
Category average: 8.2
Data quality management
The software helps store, manage, and organize data around each lead, and avoid data problems such as duplicate contacts or non-standard formats.
Category average: 7.8

Standard reports
The software offers pre-built reports with metrics standard to the category.
Category average: 7.6
Calendaring
The software helps users maintain a calendar of all marketing activities.
Category average: 7.1
Landing pages
Users can create web pages that are customized to a particular email or campaign. Landing pages often include web forms which can capture visitor information and integrate it back into the MA software.
Category average: 7.6

Most Frequent Users

Top 3 industries using Zoho Marketing Automation.

Based on HG Insights installation data

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#1 most frequent

Professional, Scientific, and Technical Services

30.5%

53 installations of 174

#2 most frequent

Information

13.2%

23 installations of 174

#3 most frequent

Manufacturing

7.5%

13 installations of 174

Robert Craig

COO (Chief Operating Officer) in Corporate at Accountants and Business Advisors, LLC (51-200 employees employees)

Use Cases and Deployment Scope

From the Zoho One suite of apps, we use 22 of the apps in an end-to-end software ecosystem to track our clients from their initial visit on our website to onboarding, document management, project management, billing, and accounting as well as people management. With Zoho's SalesIQ, I can see who is currently on our website, which page(s) they've visited and for how long. We have the option of chatting with them directly or implementing a bot for targeted messaging and to answer frequently asked questions. The analytics and heatmap tracking on each page informs us where to target call to action buttons or where to make improvements.

Pros

Tracking and communicating with clients
Reporting through Zoho Analytics
Customization and flexibility
Internal communication through Zoho Cliq
HR management through Zoho People
Auto weekly visitor reports provid excellent contextualization data

Cons

How to leverage Zoho's powerful app suite into specific enterprise industry solutions by providing detailed case studies of existing clients
Share API and other limitations based on use cases and industry
Improve documentation of how each field works

Return on Investment

Our business has grown by 20% since we implemented Zoho
Our processes are automated and easy to follow
Our internal and external communication has increased significantly allowing a much greater level of efficiency

Usability

Amanda Riddle View profile

CRM Integration Manager in Information Technology at Purolite (5001-10,000 employees employees)

Use Cases and Deployment Scope

We use marketing automation to track marketing campaigns and social media posts. This app allows our users to easily see the impact of various marketing efforts on an easy-to-use dashboard.

Pros

Ease of use
Integration with other applications
Planning tools

Cons

As a manufacturer, the way it is laid out doesn't always apply to us

Return on Investment

Saves our marketing team time
Saves time for management
Marketing effort payoff in sales is easily tracked

Usability

Verified User

Professional in Marketing (11-50 employees employees)

Use Cases and Deployment Scope

The reason that we procured Zoho Marketing Automation over five years ago was to support, manage, and grow our group travel program. At that time, we had hundreds of groups traveling on our train and we managed the process using excel documents. Obviously, the process was time-consuming and involved no automation. Once we onboarded Zoho Marketing Automation into our organization, it allowed us to place web forms onto our website, which triggered email responses and workflows that, due to the automation, increased our efficiency immediately. As development continued, we developed workflows for approvals to their trips, internal reporting, group travel surveys, and finally having opportunities to invest in marketing the program.

Pros

Web forms that integrate easily into a website.
Email workflows that are triggered based on status.
Scheduled reporting.

Cons

Some of the field mappings between Leads and Deals are not always perfect.
Social media interactions are not captured (i.e. you cannot make a case from a post)

Return on Investment

Increased employee efficiency by 75%
Decreased lost deals by 25%
92% customer satisfaction

Zoho Marketing Automation

What is Zoho Marketing Automation?

Categories & Use Cases

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