Picture this: You’re a fast-growing SaaS company on the verge of launching a robust business suite. You’re ready to make an impact—but with a lean budget, you know that acquiring new customers is time-consuming, costly, and often offers low ROI.

So you look inward—to your existing customer base. You're looking for users who:

• Have consistently stuck with your brand

• Frequently interact with your product

• Have purchased offerings that align with your new suite

• Have previously signed high-value deals

These customers are your low-hanging fruit. Focusing on them increases your likelihood of conversion while sidestepping the hefty price tag of net-new lead acquisition.

At the same time, you’re exploring smarter ways to scale revenue. You identify users nearing the limits of their current plans—perhaps their teams are expanding, or their workflows have become more complex. It’s the perfect moment to pitch an upgrade.

And while you’re doing all this, you notice some accounts slipping away—reduced usage, fewer logins, or signals they might churn. You act fast, reaching out with relevant, personalized solutions to re-engage them and protect your bottom line.

These strategies—upselling, cross-selling, and retention—are the pillars of smart revenue marketing. And now, you can power these efforts more efficiently with ABM for Zoho CRM.

ABM for Zoho CRM puts your customer database at the center of your marketing efforts, offering your team a focused, account-centric workspace to run highly targeted strategies with confidence and agility.

What ABM for Zoho CRM Brings to the Table  

This tool is thoughtfully designed to help you identify, refine, enrich, segment, engage, and track growth across your key accounts.

Account Discovery  

Identifying high-value accounts is the first step to a successful ABM strategy. With this tool, you can:

• Import up to 500,000 accounts (based on your CRM edition)

• Prioritize your top 5,000 accounts by revenue

• Define your own qualification parameters to find your best-fit accounts

Smarter Data with Zia  

As your database grows, data quality tends to suffer. That’s where Zia, Zoho’s AI-powered assistant, steps in—offering automated data enrichment to keep account information accurate and relevant for your campaigns.

Advanced Segmentation  

ABM is all about delivering the right message to the right account. Segmentation is how you get there.

ABM for Zoho CRM offers two segmentation methods:

• Field-based: Use fields from modules like Accounts, Contacts, Deals, Products, Invoices, and Orders to build dynamic segments.

• Technique-based: Apply industry-approved methods like RFM, firmographics, engagement scores, recommendation engines, and Voice of the Customer metrics to form strategic groups.

You can also:

• Create custom on-the-fly segments using advanced filters

• Leverage AI-suggested segments that surface hidden opportunities

Meaningful Engagement  

Once you’ve segmented your accounts, it’s time to connect. ABM for Zoho CRM offers multiple engagement tools:

• Send personalized email campaigns

• Design automated customer journeys based on behavior, timing, and lifecycle stage

• Sync contacts with Zoho Campaigns

• Export CSVs to use on other engagement platforms

Results That Speak  

Track what’s working—and what’s not.

ABM for Zoho CRM provides a centralized dashboard where you can view:

• Account activity

• Revenue contribution

• Product interest trends

• Engagement effectiveness

Intelligent Insights  

Zia takes it a step further, offering AI-generated insights about your accounts, segments, engagement performance, and growth patterns—helping your team focus where it matters most.

Sales & Marketing in Sync  

ABM for Zoho CRM brings sales teams into the loop by embedding account-level insights directly into Zoho CRM. Sales reps can use contextual data via filters and widgets to pursue the right accounts, with better timing and confidence.

Availability & Pricing  

Here’s what you need to know:

• ABM for Zoho CRM is currently available as an add-on for Ultimate Edition and Zoho CRM Plus users with 15+ licenses.

• It's free for the first year.

• From year two onward, the add-on will have edition-based pricing.

• Currently rolled out in US, EU, IN, and AU data centers.

Keep an eye out—we’re working to expand support for more Zoho CRM editions and Zoho One users in the future.

And that’s a wrap (for now)!
ABM for Zoho CRM is your launchpad to smarter marketing and stronger revenue. Check it out in the Zoho CRM Marketplace—and stay tuned for more powerful tools coming soon.

For more details visit pfc-group.com.