Item: Zoho Marketing Automation
Rating: 9
Author: Verified User

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 and Cons

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

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

Support Rating

Zoho Marketing Automation is one of the best in its class
when it comes to offering a technical solution that is very accessible to
non-developers; the support that you get from Zoho customer support, message
boards, and user groups is outstanding; the ability to customize the environment
to align with your business works as you can expect; and the social media
integrations are acceptable, although there is room for improvement.

Key Insights

Do you think Zoho Marketing Automation delivers good value for the price?

Yes

Are you happy with Zoho Marketing Automation's feature set?

Yes

Did Zoho Marketing Automation live up to sales and marketing promises?

Yes

Did implementation of Zoho Marketing Automation go as expected?

Yes

Would you buy Zoho Marketing Automation again?

Yes

Usability

Zoho really outshines its competition with its ease of use. You don't need to hire a developer to get you started, you really can do a lot on your own and it is very intuitive. I think many users will be surprised what they are able to accomplish on their own to make changes, even if they have relied on a developer to get them started.

Contract Terms and Pricing Model

The costs associated with this product are very transparent and easy to understand; I have yet to encounter a hidden fee. Being able to be billed monthly or annually provides another level of flexibility for small and medium-sized businesses or those that are just starting out. And what's better, Zoho always provides a free trial which really helped me in the decision making to choose them for our solution.

Likelihood to Recommend

I could not begin to think of a situation where marketing
automation is not appropriate, particularly for small and medium-sized
businesses that often times are challenged with fewer resources. Lead
generation, customer acquisition, conversion, and reselling all require the
consistency and fluidity that marketing automation can provide. For Capitol
Corridor, we are limited by the capacity of our trains, so we cannot oversell. By
doing so, we would lose business. And we’ve leveraged marketing automation to
help us manage our train capacity as well as create transparency in our service
available to help close deals successfully.

Zoho Marketing Automation is Best in Class for Small and Medium Sized Businesses

Overall Satisfaction with Zoho Marketing Automation