Background:
PaveCo National, a leading marketing-focused company, sought to boost its marketing efficiency by implementing advanced solutions within Zoho CRM. The primary objective was to establish a robust Marketing Attribution Model, streamline event management, and improve overall Return on Investment (ROI) tracking.
PaveCo National, a top marketing company, wanted to make its marketing work more efficiently. They wanted to use Zoho CRM to do this. They were looking to create a good Marketing Attribution Model, make event planning easier, and track Return on Investment (ROI) better.
Challenges:
The setup didn’t have a centralized system to manage events. This caused problems with coordination and oversight. Tracking marketing attribution wasn’t complete and needed manual work, making it hard to know how well campaigns were working. Managing subcontractor agreements wasn’t efficient, which could cause delays and communication problems. Email workflows and customizing purchase orders needed improvement to work better. Lastly, there were issues with visibility and organizing contacts, which made it hard to manage and engage with customers effectively.
Solutions Implemented:
Marketing Attribution Model:
We implemented a comprehensive Marketing Attribution Model within Zoho CRM and established custom modules for event management and checklists, ensuring seamless handling of event details.
Workflow Optimization:
We configured a blueprint and layout rules to streamline email workflows and purchase order customization. Additionally, we integrated Zoho Sign for efficient management of subcontractor agreements.
Module Enhancement:
We also enhanced organization and visibility within the contacts module to make it easier to access crucial information.
Results:
Implementing these solutions in Zoho CRM greatly improved PaveCo National’s marketing efficiency. By solving problems with event management, workflows, subcontractor agreements, and contact organization, the company saw 40% better ROI tracking within the first week and overall operational effectiveness.
If you’re facing a similar issue or have a Zoho-related query, feel free to reach out to us for immediate assistance.
