Zoho CRM and PageSense integration: Automate lead tracking and customer segmentation for better conversions

Every business wants to convert its website visitors into customers. However, with so much data to sift through, it can take time for the sales team to pick high-quality leads with better conversion potential. Integrating your Zoho CRM account with a website optimization tool like Zoho PageSense can be a game-changer for businesses looking to maximize their sales potential.

Combining these two powerful tools can help you classify high quality leads, understand their browsing patterns, and add a personal touch to the emails to better drive conversions.

Let's look at how this integration can improve your lead tracking and customer segmentation efforts.

View your lead's website journey through session recording

With PageSense's session recording tool, you can record and replay your lead's website journey and navigation pattern. You can see where they get stuck—bugs, UI issues, and broken links—and make informed decisions about improving their experience, such as adding more relevant content, streamlining the checkout process, or fixing any other issues that cause frustration.

Set goals to filter high quality leads

Enabling goals on your website will help you track and focus on high quality leads who are more likely to convert, rather than wasting time on leads who may not be a good fit for your business. With Zoho PageSense Goal, you can set and track lead actions such as a form sign up, specific product clicks, or time spent on the website.

Leverage the power of Zoho PageSense and Zoho CRM

Integrating Zoho PageSense with Zoho CRM can help you automate lead tracking and customer segmentation, making identifying high quality leads easier. You can segment and filter your goals, distinguishing between those who have accomplished them and those who have not.

For example, let us say you have a list of leads who are high-potential prospects and have completed all preliminary processes for onboarding. Now, you want to check their behavior on your site to see if they have accomplished certain goals, meaning they will be converting anytime soon. Though they completed all the initial processes, you are unsure if they are the same set of prospects completing the goals. To close this particular gap, you can implement Goals through this integration and check if they are completing the cycle. You can also use session recording to see if the prospect is unable to complete the signup due to any UI breakage or CTA error, etc., that can be fixed immediately from our side.

By leveraging the capabilities of these two tools, businesses gain valuable insights into customer behavior and make data-driven decisions. This integration empowers businesses to increase their conversion rates, improve lead targeting, and ultimately achieve greater success in their sales and marketing initiatives.

Take advantage of Zoho CRM and PageSense integration today and unlock the full potential of your business's lead tracking and customer segmentation capabilities.

Learn how to get this set up with our help guide on how to integrate Zoho PageSense and Zoho CRM.

Give it a spin and let us know your thoughts and feedback in the comments. You can also write to us at support@zohopagesense.com.

PS: We've got some more super exciting updates coming soon. Stay tuned.


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