Cold email success made simple
Easy configuration
Cold email Outreach
Seamless Automation
Key aspects of integration
Automation of cold outreach campaign
Tools streamline contacting, track interactions, improve efficiency, and nurture leads effectively.
Sync and convert Mailshake Leads
Sync Mailshake leads with CRM to convert prospects into customers efficiently, improving sales and lead management processes.
Track Campaign leads in ZOHO CRM
Effortlessly monitor and manage campaign leads by integrating Zoho CRM, optimizing lead tracking, and streamlining the sales process.
What is mailshake connect ?
How does Mailshake Connect for
Zoho benefit Sales and Marketing?
[ Automate Cold email Success made simple ]
Improve Business Flexibility and Continuity
Flexibility to pivot based on changing sales cycles or order profiles. Optimize e-Commerce – backend CRM integration with best fit integrations and intelligent process designs.
Meet and Exceed Customer Expectations
Process shipping & delivery tracking, easy returns using automated tools available within CRM. Create and analyze transactional relationships and performances to meet strategic growth plans.
Keep track of customer interaction
Coordinate interactions with customers. Identify request, categorize data source, classify and tag leads/ customer interactions and all appropriate conversion metrics.
Collect and leverage customer data
Analyze demographics, buying history and generate a complete sales profile where possible.
Key aspects of integration
Strategy:
We take a holistic approach in designing the solution considering upstream/ downstream impacts on an entire e-commerce sales process.
Data Model:
Proven logic allow us to design for maximum efficiency and outcomes.
Process Solution:
Our solution is designed to handle the complexities of local micro -fulfillment, improve performance while enabling growth by ensuring flexibility.
- Bi-directional sync between Mailshake and Zoho CRM
- Configure automation to directly import leads into Zoho CRM from Mailshake.
- Sync CRM Leads with multiple campaigns in Mailshake
- Live Mailshake Campaign management from within Zoho CRM
- No changes are required to the current Contact management logic in Zoho CRM.
- Mailshake Connect is a ZOHO CRM extension that unlocks campaign productivity to help the Marketing teams efficiently create and manage outreach efforts in Mailshake directly from within ZOHO CRM.
- Mailshake Connect gives marketing leaders a complete picture of all the campaigns in Mailshake so they can monitor the outreach performance, pipeline conversion, and productivity.
- Using the seamless integration offered by this extension, track different stages in B2B outreach in Mailshake – Prospects leads; configure the conversion to Leads in CRM; and track the sales process before they convert into Customers and Deals in the buyer’s journey.
- Create different sales prospecting flows according to the stages of the buyer’s journey by leveraging native ZOHO’s workflows and automation.
- Remove dependency on complex importing options. Using this integration, automate outreach activities to directly create the lead in CRM, map data fields in Mailshake with CRM and track conversion.
- Mailshake lacks more advanced flow features to trigger appropriate actions for Lead updates.
- Advanced business intelligence and detailed analytics and reporting options absent in Mailshake.
- Email deliverability and custom domain challenges exist in Mailshake
- Mailshake provides native integration with only a few CRMs.
- Sync is not bi-directional by default and can be edited.
- Status sync settings depend on the user configuration set in Extension Settings.
- Mailshake Connect handles data in all data centers except CN.
- Once synced with Mailshake campaigns, Leads can be viewed and managed in the Mailshake Pro Campaigns module.
- Sync is real-time with Mailshake and occurrence cannot be edited.
- Extension supports selecting Leads and syncing with multiple campaigns in Mailshake.