Advantages of the CleverReach module for ZOHO
With the help of this newsletter plugin, the powerful CleverReach email marketing software is integrated directly in the multichannel CRM software ZOHO. This way, you don't have to learn how to use any new tools, because contacts and lists are maintained in one place only: in ZOHO. All your important data from “Zoho“ is instantly and continuously added and updated in the CleverReach newsletter tool. The synchronization saves you valuable time and trouble. At the same time, you avoid errors that often occur during a manual import or export.
The following ZOHO data are synchronized:
- Newsletter subscriptions and unsubscribes
- First and last name, gender, age, birthday, address details …
- All data you collect and want to use for segmentation and personalized mailings: customer inquiries, previous contact occasions, interest in services/products, hobbies …
- Because it’s simply awesome
Use these helpful data for personalized news and offers, your customers really want. Benefit from more opens and clicks. This is your key to more success: Turn your customers into fans – and boost your sales.
Overview of the key features:
- Easily create and send email newsletters with our drag & drop editor
- Responsive, free templates for every industry and occasion
- Analyze success and optimize your newsletters
- highest security standards, Email Marketing made in Germany
- Free support & online seminars
- The right pricing for everyone: customized, changeable at any time, no contract term – scales for small & large mailing lists. Flex for occasional senders, Essential for frequent senders or Enterprise for big players
It’s your turn! Download & install the module developed for ZOHO CRM, to automatically synchronize your online shop data with the CleverReach newsletter tool.
If you have any questions, please contact our support team who’ll always be happy to assist you.
Installation of the CleverReach Plugin for ZOHO CRM
- To install the official CleverReach Extension für ZOHO CRM go to the ZOHO Marketplace and click on "Continue to Install".
- Next Step: Click on "Agree and Continue".
- Select the profiles / users that will be allowed to use the CleverReach extension (any option can be selected) and click on "Confirm".
- After your confirmation you are redirected to your ZOHO CRM page, where you will find more details on the extension. The extension has been installed successfully. Go to the upper menu and open "CleverReach".
- A pop up opens --> click on "Accept", to allow CleverReach to access your data in your Zoho account.
- After that you will be redirected to the welcome page.
Connect ZOHO with CleverReach
- You now can connect with CleverReach via your existing account or by creating a new one.
- If you want to connect an existing account, enter your CleverReach credentials.
- After the successful authorization, the pop up is closed and the synchronization process starts automatically.
- If you don't have a CleverReach account yet, a new account will be created automatically.
- All of your Zoho-data (contacts, leads and accounts with valid email addresses) are added to your new "Zoho" list in your CleverReaqch account. After the successful synchronization the app redirects to the dashboard page.
- Now you can start your email marketing by clicking on "Create your first newsletter".
About ZOHO CRM
ZOHO is a cloud-based CRM application and business suite for marketing, sales and support with over 25 applications for companies of all sizes. More than 20 million users worldwide use the program.
The large number of standard and special modules as well as add-ons allows the application to be expanded into a complete enterprise software package for handling all business activities.
The apps and modules are systematically interconnected and work seamlessly together.
There are already modules for these areas:
- Sales and Marketing
- Email and Collaboration
- IT / Helpdesk
- Human Resources
- Business processes
- Further modules