Zoho Marketing Automation implementation
Zoho Marketing Automation is a marketing automation system: you can send targeted emails, SMS, and campaigns from one place, and guide leads to purchase with automated message sequences. United Consult sets up your target audiences, automated customer journeys, and the connection to your CRM, so marketing and sales see the same data.
What is marketing automation?
Marketing automation means the system sends the right message to the right person at the right time, without manual effort. For example, someone who signs up receives a welcome email series; someone who viewed your pricing but didn't purchase receives a reminder a few days later. This way, more leads become customers, and your team doesn't have to send everything manually.
Who should implement Zoho Marketing Automation?
If you send newsletters but see low conversion rates, or if you have more leads than you can manage individually.
What can Zoho Marketing Automation do?
Multi-channel campaigns
Target audiences (segmentation)
Automated customer journeys
CRM integration
GDPR built-in
Website analytics and landing pages
Why is Zoho Marketing Automation important for company management?
Targeted emails and automated sequences turn more leads into customers, and existing clients return more often. You can also see exactly which campaign generated the revenue.
Zoho CRM, Marketing Automation, or FSM: what is each for?
Start here
Campaign and customer journey plan
A brief needs assessment, at the end of which you will know exactly what we are implementing, how long it will take, and how much it will cost. No obligation.
In what situations does Zoho Marketing Automation help?
B2C subscribers are all on one big list, and everyone receives the same email.
Zoho Marketing Automation integrated with Zoho CRM, featuring automated, interest-based campaigns.
More effective campaigns and faster response times to leads.
Many people abandon their carts, and there is no process in place to bring them back.
Behavior-triggered customer journeys and re-engagement email sequences.
More repeat customers.
Success Stories: Zoho Marketing Automation
See how we’ve helped our clients achieve their goals!
Our collaboration with United Consult has brought extremely positive experiences. We are currently working together to expand the Salesforce system to the public to support sales of as many of our products as possible. The project has already started and we expect professional support from UC in the future.
Tóth András István
Solution Sales Director
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E.ON Hungary
United Consult's innovative approach and technical expertise has significantly improved our data transmission and communication capabilities. The new messaging platform is not only highly configurable and user-friendly, but also complies with aviation standards and border control regulations. The project simplified our operations, increased efficiency and set a new standard for secure, real-time communications in the aviation industry.
Tamás László
Senior Data Manager of Data and AI
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Wizz Air Hungary
Unified customer management for a manufacturing and trading company instead of Excel spreadsheets
A domestic manufacturing and trading company was managing its B2B and B2C data across multiple Excel spreadsheets. By implementing and integrating Zoho CRM and Zoho Marketing Automation, we unified their sales data and processes, and created automated, interest-based email campaigns for their B2C subscribers.
Why implement Zoho with us?
United Consult has been helping companies with IT since 2000, and today we have 350 experts. In addition to Zoho, we also implement Salesforce and other business systems, so we don't just look at a single program, but also at how it fits into your company.
We implement both Zoho and Salesforce. We recommend what truly makes sense for your business.
The same experts who assess your needs will set up the system and provide ongoing support afterward.
You can get started with one module in just a few weeks, and we’ll activate the rest whenever you need them.
We have been working with companies since 2000, and we have been collaborating with most of our clients for over 10 years.
Training and support are provided in Hungarian by our Budapest-based team.
We are ISO 27001 certified, and Zoho stores your data within the EU.
Who do you work with?
How does the Zoho implementation process work?
You don't have to wait months to start using the system. We move step-by-step, and you can test what we've set up as we go.
We discuss how you currently work, where the bottlenecks are, and what you want to achieve.
We decide what data Zoho should handle and what steps it should include.
We configure the settings and automations, and connect them with your other software.
In plain language, we show your colleagues how to use it based on your own processes.
We migrate your client data from old spreadsheets and programs, cleaning it up and removing duplicates.
For simpler requirements, this takes a few weeks.
We'll help if you get stuck, further develop the system, and when the time is right, we'll integrate the next module as well.
Even more value when combined with these
Zoho CRM
If your customer data is scattered across Excel, emails, and notes, Zoho CRM brings order: see who inquired, what you offered them, and where the deal stands, all in one place.
Zoho Field Service Management
If you manage field service operations, Zoho FSM lets you organize work orders, technician schedules, and parts all in one place. Technicians can see everything they need right on their phones.
Are you still using paper work orders? We’ll show you how to move forward in 30 minutes.
You will be speaking with a Zoho expert, not a salesperson. By the end, you will know which module to start with and what to expect.
FAQ
What is Zoho Marketing Automation?
Zoho Marketing Automation is a cloud-based marketing automation system that manages email, SMS, and social media campaigns from a single platform, builds automated customer journeys, and syncs bidirectionally with Zoho CRM. United Consult implements it for SMEs.
How is this different from a simple newsletter tool?
Zoho Marketing Automation sends messages automatically based on behavior, scores your leads, and integrates with your CRM, so you can see exactly which campaigns are driving revenue.
How much does Zoho Marketing Automation cost?
License fees depend on the number of contacts and the chosen plan, while implementation costs are based on the number of campaigns and automations. We provide a precise quote after assessing your needs.
Is Zoho Marketing Automation GDPR-compliant?
Yes: it includes built-in consent management, double opt-in subscription, and a centralized unsubscribe list that applies across the entire system.
Do I need Zoho CRM as well?
It works as a standalone tool, but it truly shines when integrated with your CRM: marketing and sales teams see the exact same customer history.
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