Zoho CRM - Six New Updates to Account-Based Marketing (ABM)

Zoho CRM has released six updates to its Account-Based Marketing (ABM) feature, refining how you manage and segment target accounts.

• ABM has been moved from the Marketplace into CRM's native interface and is now accessible via a switcher for quicker access.
• The former "global criteria" setting has been renamed to "account entry criteria" to better reflect its purpose.
• You can now use attributes from the Contacts and Deals modules to sharpen account entry criteria, for example filtering by average deal value or contact seniority.
• A new clone option lets you duplicate existing segments instead of building them from scratch.
• ABM segments can now be synchronised with contact lists in Zoho Marketing Automation, allowing you to export all contacts from a segment or only those meeting specific criteria such as deal stage.
• The contribution module used for RFM (Recency, Frequency, Monetary) segmentation is no longer fixed to Deals; you can now choose from Sales Orders, Quotes, Invoices, or any custom module with a lookup to Accounts.
• Values from your selected contribution module can be used as segmentation criteria for more precise targeting.
• Limits on the number of segments and journeys per organisation have been increased.

Availability: Enterprise, Ultimate, Zoho One, and Zoho CRM Plus editions. Live in all DCs. ABM native access change applies only to standalone CRM subscriptions in Enterprise and Ultimate editions.