Zoho Marketing Automation consulting and implementation.
Aurnex plans Zoho Marketing Automation around the journeys that move a lead to sales-ready. We define segments and scoring, build email, SMS and WhatsApp journeys, and set up attribution so marketing spend is tied to revenue.
Zoho Marketing Automation| Stage | Value | From previous stage |
|---|---|---|
| Leads | 4,200 | — |
| Engaged | 1,900 | 45% |
| MQL | 312 | 16% |
| SQL | 75 | 24% |
75 of 312 MQLs were accepted by sales (24%); reviewing the score threshold could raise that.
Four things we agree before configuring Zoho Marketing Automation.
Agreeing these with your team first means Zoho Marketing Automation is set up around your process, not the other way round.
Audience segmentation and multi-step marketing journeys
Leads, segments, behaviours, journeys, campaigns and goals
Marketing operations, campaign owners and sales stakeholders
Web activity, CRM records, email campaigns and attribution reporting
- 01DiscoverProcess, users and reports
- 02DocumentRequirements and agreed scope
- 03ConfigureSet-up, migration and testing
- 04AdoptTraining, handover and support
Review current Zoho Marketing Automation features with Zoho.
Editions, regional availability and product features can change. Use Zoho's current product page to confirm what is available, then relate it to the documented requirement.
Product information based on official Zoho documentation.Zoho applications often planned with Zoho Marketing Automation.
Most businesses use Zoho Marketing Automation as part of a wider process. Integration options depend on the applications, editions and region, so Aurnex confirms them during discovery.
Zoho Marketing Automation questions for planning the right fit.
Which channels can journeys use?+
Zoho lists SMS, WhatsApp, email and social for multichannel nurturing.
Does it show campaign ROI?+
Zoho describes a unified dashboard with campaign ROI and qualified leads, plus closed-loop attribution.
What should we prepare before a Marketing Automation project?+
Define what a marketing-qualified lead means for your sales team, the journeys you want to automate and the content each stage needs. Aurnex sets up scoring, segments and journeys from these agreed definitions.
How do we know if automation is working?+
Aurnex agrees a small set of measures — such as MQL-to-SQL acceptance and journey conversion — before launch, so results are reviewed against a baseline.
How does a Zoho Marketing Automation project with Aurnex start?+
Book a free 30-minute Zoho consultation. Online meeting. Aurnex reviews your current process and the other Zoho applications you use or are considering, then recommends an approach, the applications that fit and an appropriate delivery model before any configuration begins.