This is a guest post by Upwise.
For a successful email outreach, it's crucial to align sales data with the marketing strategy. However, this alignment is often hindered by siloed systems. Sales teams typically utilize CRM tools like Zoho CRM, while marketing teams rely on platforms like Mailshake for email campaigns. In the absence of a direct sync between these systems, they encounter the following challenges:
Sales teams struggle to access marketing data, impacting lead conversion and revenue generation.
Lack of insights into leads' interactions results in redundant follow-ups, diminishing lead engagement.
Contextual understanding of leads' needs becomes challenging for sales reps.
Introducing Mailshake Connect for Zoho CRM
With the extension, you can:
1. Streamline lead management: Automatically record and centralize all lead interactions, engagements, and status history for a comprehensive view of each lead's journey.
2. Improve collaboration: Foster better team collaboration by integrating marketing and sales data. CRM users can access real-time lead data, track progress, and work seamlessly to nurture leads.
3. View accurate analytics: Gain a holistic view of marketing and sales data for accurate campaign analysis, ROI monitoring, and informed, data-driven decisions.
4. Create Workflows: Automate workflows triggered by specific lead interactions, such as email opens or link clicks, updating lead status in the pipeline.
In summary, the Mailshake integration with Zoho CRM alleviates disorganization, inefficiency, and missed opportunities. It helps create a more efficient and effective email outreach strategy, driving better engagement and conversion rates.