The Campaigns Module in Zoho CRM tracks marketing activities and their impact on the sales pipeline. A Campaign record logs the campaign type, budget, start and end dates, expected and actual ROI, and the Leads or Contacts generated by or associated with that campaign.
The Campaigns Module bridges marketing activity and sales results. When your team runs a trade show, webinar, email blast, or paid ad campaign, you create a Campaign record in Zoho CRM to track it. Leads and Contacts generated from the campaign are linked to it, allowing you to measure pipeline and revenue attributed to each marketing effort.
Campaign types include: Email, Webinar, Trade Show, Conference, Banner Ads, Public Relations, Print, Web, Telemarketing, and Custom. Each campaign tracks Budgeted Cost, Actual Cost, Expected Revenue, and Actual Revenue.
When a Lead is created as a result of a campaign, the Campaign Name can be attached to the Lead record. This populates the Lead Source attribution and lets you run reports on which campaigns produce the most pipeline.
The Campaigns Module in Zoho CRM tracks marketing activities and their impact on the sales pipeline. A Campaign record logs the campaign type, budget, start and end dates, expected and actual ROI, and the Leads or Contacts generated by or associated with that campaign.
Create a Campaign record with Budgeted Cost and Expected Revenue. Link Leads and Contacts generated from the campaign to it. As Deals close, the Actual Revenue field updates, giving you a direct cost-to-revenue ROI measure.
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