Understanding your customers' journey through detailed account tracking holds significant value. This process is notably different and a step beyond tracking individual leads, which usually involves identifying unique email addresses. When it comes to tracking organizations or companies, we rely primarily on domain names to distinguish and identify different entities, establishing a structured method to sync detailed activity data into your Zoho CRM.
Here we outline how Salespanel, with its deep focus on customer journey tracking, aids in this endeavor:
Understanding the Context: Leads Vs. Visiting Companies
In CRM, we often track 'leads' which are usually individual prospects identifiable through unique email addresses. However, when we are tracking visiting companies or organizations, the dynamics change. Identifying organizations goes beyond individual leads; it's about recognizing the domain names associated with the companies that are interacting with your website. Understanding this crucial difference can help in tailoring your strategies for a more refined approach to CRM.
Step 1: Leveraging Domain Name for Account Matching
The tracking process initiates when a company visits your website. Salespanel triggers a matching process within your Zoho CRM accounts, searching for a potential match by comparing the visiting company's domain name with the website field data in your Zoho accounts.
Step 2: Going Beyond Exact Domain Matching
In the absence of an exact domain match, Salespanel extends its search parameter by excluding the Top-Level Domain (TLD) to find a match using only the main part of the domain, ensuring that different geographical presences and varied domain names do not hinder the matching process.
Step 3: Company Name Search
Taking another stride, if the above strategy doesn't bear fruit, the system employs a company name search leveraging information from the Salespanel's Company name field in Zoho CRM to find a potential match.
Step 4: Facilitating Automatic Account Creation (Optional)
In case a matching account is still elusive, Salespanel, if permitted through your settings, will automate the creation of a new account in Zoho CRM, incorporating crucial company details, thereby simplifying your customer management process and saving valuable time. The new account will include: Company name Website Number of employees Address details ( first line of address, city, and country)
Salespanel navigates the subtle differences between tracking individual leads and visiting companies, by offering a structured pathway to sync rich and detailed customer journey data into your Zoho CRM. This not only enriches your CRM database but also empowers you with the insights needed for a nuanced engagement with your clients.
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