How to use CRM for Digital Marketing in your business?

05.04.2024 06:41 PM By Karan Sharma

Do you feel overwhelmed by your digital marketing tasks? Zoho CRM is like having a nice assistant at your side. You can use Zoho CRM for Digital Marketing, it simplifies things, enables you to form genuine relationships with your target audience, and steers your firm toward success. Do you want to reduce your workload and make your business more efficient? Let us take a closer look at how Zoho CRM can benefit you.

CRM For Digital Marketing


Businesses are constantly working for attention, trying to stand out in a competition. Digital marketing agencies play a very important role in helping businesses, but it's not easy. They're often swamped with multiple tasks, from managing customer relationships to running campaigns. 

That's where a CRM comes in. It helps with you many things from automating tasks to monitoring activities. But what exactly is CRM, and how can it make a your business management easier? 

In this article, we'll break it down for you in a simple way. We'll explain what digital marketing is all about and why it's so important for businesses today. Then, we'll dive into POV of CRM for Digital Marketing and show you how it can revolutionise the way your business work. 

So, if you're feeling overwhelmed in managing your business or maybe just curious about how CRM  for Digital Marketing can help, stick around, we've got you covered! 

What is digital marketing?

So, what is ​digital marketing? 

When you use online channels and platforms to promote products or services, connect with the relevant audience and build your business/brand awareness. It encompasses various tactics such as SEO, content marketing, social media marketing, email marketing, pay-per-click advertising and influencer marketing. Before we talking about CRM for Digital Marketing, let's quickly understand it.

Now, we have to quickly understand different types of digital marketing: 

1. Search Engine Optimisation (SEO): In SEO, you will Optimise website content to improve visibility & ranking on search engine results pages (SERPs). You can create or buy backlinks for better SEO score. 

2. Content Marketing: Creating & distributing relevant and valuable content to attract & engage your target audiences. 

3. Social Media Marketing: Promoting products or services or just sharing relevant information through social media platforms to build an audience. 

4. Email Marketing: Sending well-crafted emails ( maybe with the help of copywriters) to nurture relationships, promote products and for conversions. 

5. Pay-Per-Click (PPC) Advertising: Paying for online ads on search engines and on other sites. 

6. Influencer Marketing: Collaborating with other relevant influencers to promote products/services to their audience. 

Now, why digital marketing can be important for your business? 

1. Expanded Reach: It enables your business to reach a global audience. 

2. Increased Brand Visibility: It will enhance brand visibility and increase exposure through various online channels. 

3. Targeted Advertising: Maybe you can use precise targeting of specific regions, interests, age and behaviours. 

4. Measurable Results: With the help of analytics and tracking tools for real-time monitoring and optimisation.

5. Cost-Effectiveness: Generally, it requires lower investment compared to traditional marketing but it comes with higher ROI potential. 

Now, you have an idea about digital marketing. let's move to our next and important part how CRM for Digital Marketing can help you in marketing your business online

What is Zoho CRM and how to use it for Digital Marketing?

What is Zoho ​CRM and how to use Zoho CRM for Digital Marketing? 

Zoho CRM is one of the most powerful CRMs, offering a wide range of features and integrations that can help your businesses with sales and marketing processes. Zoho CRM is helping both startups and large companies adapt & configure it to their specific and exact requirements as well as your business goals.

Zoho CRM can be customised to suit various industries. It integrates with 100+ popular business apps & 50+ telephony providers.

Zoho CRM's marketing automation tools can help your teams efficiently run marketing campaigns & convert quality leads to Sales. It also comes with features such as customer segmentation, lead nurturing, interactive web forms, card scanners, Google Ad Campaigns, online event management, email campaigns, survey campaigns, and analyses. That's one of the important thing you should look into 

CRM for Digital Marketing.

And one of the important things is, that Zoho CRM offers a free edition that includes robust features for sales and marketing, powerful integrations, and secure data storage. You can try it by clicking here

Zoho CRM also integrates with other apps as well, such as its own SalesIQ, Projects and Web Forms, to help businesses capture lead and contact information from the website and add it to their CRM. Overall, Zoho CRM is no doubt, an important tool for digital marketing. 

Here are some benefits for your businesses engaged in Zoho CRM for Digital Marketing

  • Integration Capabilities: It integrates with a lot of third-party applications, such as marketing tools, customer support & accounting software, enabling your business to connect different systems, streamline data flow & improve the overall team performance. 
  • User-Friendly Interface: Zoho CRM has a clean and interactive UI and intuitive features, making it accessible to users with minimum levels of technical expertise. This can reduce the learning curve and increase user adoption within your organisation.
  • Pricing Options: It provides different pricing plans, including a free plan, making it accessible for all sizes of businesses with varying budgets. This affordability is especially beneficial for small businesses and startups.
  • Feature Set: Zoho CRM offers a wide range of features and applications to manage customer relationships including lead management, contact management, sales pipeline tracking, automation and reporting.
  • Customisation Options: Zoho CRM allows businesses to customise the CRM for digital marketing to their specific needs. Your businesses will adapt the CRM system to their unique requirements.
  • Mobile Access: It provides mobile apps for iOS and Android devices, allowing users to access customer information, manage leads, update deals and collaborate with the team on the go.
  • Integration with Third-Party Applications: Zoho CRM can easily integrate with other third-party applications, such as web meeting & conferencing applications, ensuring a seamless workflow for remote teams.
  • Automation of Tasks: You can create automation and streamline data and its processes, saving time, cutting down on silly human mistakes, and freeing up your team to focus on more important tasks.
  • Real-Time Reporting and Analytics: With real-time reporting and analytics, you can measure the performance of your sales activities & gain insights into numerous metrics such as sales trends, marketing campaigns, activity reports & team performance. Reporting and analytics must be good in CRM for digital marketing.
  • Data Security: Your businesses can implement appropriate security measures within Zoho CRM, which include setting up roles, access controls, and data encryption, safeguarding sensitive customer information.
  • Scalability and Flexibility: Zoho CRM is very scalable and extremely flexible, ensuring that it remains effective as your business grows and evolves, making it suitable for both small businesses & large enterprises.

It offers a wide range of features that are useful for businesses of all sizes in the areas of sales, customer relationship management, and digital marketing. Its user-friendly interface, customisation options, automation tools, real-time reporting, data security, and scalability are also highly advantageous. There are lot of winning features in CRM to explore that can help your business to grow faster.

Learn Benefits Of Automation In Digital Marketing with our short video.
How you can use Zoho CRM for your digital marketing goals?

How you can use Zoho CRM for digital marketing ​goals?

To use Zoho for digital marketing, you can follow these steps

Get started with Zoho CRM: Start by signing up for Zoho CRM and filling in your company information. Once that's done, you can experiment with the different features by adding sample data

Configure Zoho CRM: Configure Zoho CRM based on your business needs. This includes configuring custom fields, pipeline stages, scoring rules, reporting, and more

Check the feeds section: The feeds section of Zoho CRM for digital marketing allows you to stay up-to-date on all communications. You can locate team interactions and check progress on leads, deals, and customers by clicking on the feeds section

Plan and create campaigns: Plan your campaigns by clicking on the three dots in Zoho CRM. Zoho Campaigns is a free email marketing service that helps businesses engage customers

Integrate third-party apps and Marketplace tools: Extend the capabilities and functionalities of Zoho CRM by integrating it with third-party tools and apps. Zoho CRM’s integration Marketplace offers a wide selection of apps for marketing, customer service, sales, business, collaboration, telephony, analytics, and inventory.

Create innovative workflows: Create automated workflows to execute repetitive tasks and save time and energy. For instance, you can set up a workflow to send a follow-up email when a new deal stage is reached. You need to get creative and learn how to utilise workflows in CRM for digital marketing.

Use Zoho Marketing Automation: With Zoho Marketing Automation, you can run all of your marketing activities across multiple channels, like email, social media, and SMS. You can also create customer journeys from scratch, send separate email sequences based on behavior, and track the effectiveness of email, social media, and SMS campaigns.

Use Zoho Flow: With Zoho Flow, you can connect your marketing automation application with more than 350 other applications. This allows you to execute contextual workflows that benefit marketing as well as other domains, like sales and support. It can be very helpful while considering CRM for digital marketing.

Use Zoho MarketingHub: Zoho MarketingHub helps you generate leads, nurture them, and qualify them for sales. It provides features like lead scoring, lead nurturing, and marketing automation.

Use Zoho CRM for Google AdWords: With Zoho CRM for Google AdWords, you can track which Google Ads marketing investment is responsible for which offline sale. This helps you close the digital-to-offline sales loop.

Use mass email: Zoho CRM provides the option of using mass email to reach a large audience. The software also lets you create autoresponders, schedule mass emails, monitor and create pre-built email templates.

By following these steps, you can use Zoho  CRM for digital marketing to generate leads, nurture them, and qualify them for sales. Additionally, you can use Zoho's marketing automation capabilities to manage marketing campaigns, send emails, and create web forms that are useful for integrating your organisation’s sales and marketing efforts.


CRM for Digital Marketing are very helpful for agencies. It helps them do their job better and get more results. With Zoho CRM, You can easily manage their relationships with customers, run campaigns and see how well everything is working.

Using Zoho CRM, You can make sure they're reaching the right people with their messages and that their marketing efforts are paying off. It's like having a personal assistant that helps them stay organised and get things done faster.

As digital marketing keeps changing, Zoho CRM is there to help your business keep up and stay ahead of the competition. It's a tool that's easy to use, customisable and doesn't cost a fortune. Businesses can achieve their goals and grow their business without all the hassle.

IT Solutions Solved has extensive knowledge of Zoho. Our team is dedicated to streamlining the process & optimising Zoho's potential for your business.

Plus, we are happy to offer you a free 45-minute consultation call to discuss how CRM can improve the way your business works. If you already using a CRM for digital marketing, you can use our free CRM audit to analyse your existing situation and the areas that need work. 

Make an appointment today with us, and start your journey toward transformation with CRM for digital marketing. We're going to advance CRM significantly as a team. 

Karan Sharma

Social Media Expert IT Solutions Solved

Karan Sharma is a skilled content writer, SEO strategist and social media manager. He crafts compelling narratives, optimises content for search engines and designs engaging social media campaigns.