Hi Lior, I did not known what the RFM method was and with few phrases and screens you light me. Great job. I'll use it for to fight against the 80/20 rule in everyday life!
@@smallbusinessautomation thanks your reply, but i had a question you didn't answered :) My problem is that Zoho is very centric on "contact" and deals but when we have an Account Based Marketing how to do ? I have to select Account depending activities, employees, turn over/// and after search decision maker .. I didn't find the right way to do it And other question about is the RFM model compliant with a reccurly business ? Thanks
Hi Lior, thank you for this amazing video, really clear. I have a question. Can we map the "Segment label" field with Zoho Campaigns on a sync so we can have them available on both platforms and updated on daily basis?
Great question. I have never tried it but i guess you can mix it. You will need to create a "view" in the crm module. Then you will need to Sync the "View" with Campaigns. Thats it.
Ah, this goes along the lines of my project to create a loyalty program. Besides the RFM criteria, though, I'd use others. Do you know if they're allowed? In other words, besides RFM, to factor in number of referrals and other quantitative parameters.
Very cool, Lior - it's like you're reading my mind! Segmentation is the very next thing on my to-do list :)!
Yup! I read minds. :)
Excellent, Lior - exactly what I needed to learn to take my project to the next level
Happy to hear I was able to help. That’s great.
Very helpful RFM Architecture. A close clone as SAP. Keep it up Lior.
I dont know SAP. Do they have the same automations like Zoho?
Love this!
Thank you!
Hi Lior, I did not known what the RFM method was and with few phrases and screens you light me. Great job. I'll use it for to fight against the 80/20 rule in everyday life!
Fight :)
Amazing
Another great session ! Thank you.
Glad you enjoyed it :)
Hi Lior,
Merci pour ces vidéos
An what about interst on "RFM" rules when a business is recurrent ?
Thank you 🙏
@@smallbusinessautomation thanks your reply, but i had a question you didn't answered :)
My problem is that Zoho is very centric on "contact" and deals but when we have an Account Based Marketing how to do ?
I have to select Account depending activities, employees, turn over/// and after search decision maker .. I didn't find the right way to do it
And other question about is the RFM model compliant with a reccurly business ?
Thanks
Hi Lior, thank you for this amazing video, really clear. I have a question. Can we map the "Segment label" field with Zoho Campaigns on a sync so we can have them available on both platforms and updated on daily basis?
Great question. I have never tried it but i guess you can mix it.
You will need to create a "view" in the crm module.
Then you will need to Sync the "View" with Campaigns. Thats it.
Ah, this goes along the lines of my project to create a loyalty program. Besides the RFM criteria, though, I'd use others. Do you know if they're allowed? In other words, besides RFM, to factor in number of referrals and other quantitative parameters.
Sure. We built clients other reports based on their own needs. Anything is possible, as long as you know what is the criteria that you are after.