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Documentation Index

Fetch the complete documentation index at: https://help-plum.xoxoday.com/llms.txt

Use this file to discover all available pages before exploring further.

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Zoho CRM: Overview

Learn more about Zoho CRM and Xoxoday Plum integration.

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Zoho CRM + Xoxoday

Zoho CRM is a customer relationship management (CRM) software that helps businesses of all sizes to manage their sales, marketing, and customer support processes in a centralized platform. With Xododay Plum Rewards App in Zoho CRM, rewarding has never been so easy. Include rewarding in your sales Funnel and manage relationships with customers by rewarding them for choosing you.

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Why Integrate with Zoho CRM

  • **Create campaigns****Take complete control of your reward delivery process, create and personalize your reward campaign with nuances like reward type (cash, gift card, voucher, etc.), reward mode (automated/ manual), communication templates, and more.
  • Send rewards to Prospects**
Xoxoday Plum extends the capabilities of Zoho CRM by allowing multi-dimensional rewards to be performed from the workflow. You can generate meetings, sustain post-demo contact with the POC, and re-engage with lost prospects with tailored one-time rewards.
  • Assign workflows
While creating workflows in Zoho CRM, set up automatic triggers to send out rewards, incentives, and gift cards to your customers. Define campaign process goals such as lead conversion, webinar registrations, etc. to set the triggers.
  • Analyze rewards
Get a unified view of all reward-automation campaigns set up in Zoho CRM directly. Create and Navigate through various campaigns to check the active/inactive statuses and more