Automation Using Act-On to Zoho CRM Integration

Angie oversees Cazoomi's operations. She enjoys traveling, loves dogs, is a 1% Pledge supporter, and a start-up entrepreneur with investments in several APAC startups. 2 minute read

r.m. hoffman act-on to zoho crm integration

R.M. Hoffman, a Sunnyvale, CA company, has been designing, building, and selling industrial automation components and assemblies since 1959. In the early days of the company, only a knowledgeable sales team and limited marketing efforts were needed to grow the company. By the 90s, the marketing world had changed dramatically.  The Internet began to change everything.

The power of digital marketing was well understood when Peter Hoffman, head of Marketing and Sales at R.M. Hoffman, joined the company. He knew the keen importance of branding, messaging, and digital marketing. His plan was to use tools and techniques from the tech world in order to boost marketing and sales at R.M. Hoffman.  

r.m. hoffman act-on to zoho crm integration

“From my work at Apple and other high tech companies, I knew our company could achieve a tremendous competitive advantage if we effectively used software technology as a way to reach new customers and better serve our current customers,” says Peter.

In early 2015, Hoffman and his team started evaluating and implementing a series of sales and marketing automation tools. Hoffman brought Zoho CRM to manage all aspects of business relationships with current and potential customers. The company adopted Act-On as their marketing automation solution, supporting segmented marketing lists, web visitor recognition, and industry-targeted mass emails.

r.m hoffman products

Bringing it all together, SyncApps by Cazoomi was brought in to seamlessly manage synchronization between Act-On and Zoho.  Cazoomi’s integration allows Hoffman’s Sales and Marketing efforts to be easily and smoothly linked.  Over the course of the year, R.M. Hoffman has seen an increase of web traffic, sales leads, and annual revenue.

See how you can get started using Cazoomi to create a real-time connection between Act-On and Zoho today.