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Automation & Campaign Management Handbook for Functional Experts

Cover of the Automation and Campaign Management Handbook for Functional Experts

The Automation and Campaign Management Handbook for Functional Experts is a comprehensive guide designed to empower businesses to streamline their marketing campaigns.

Created for the Indian market, this handbook is based on insights from 150+ survey responses and 20 expert interviews. Sponsored by Zoho Campaigns & Marketing Automation and enriched with secondary research, it offers actionable strategies and real-world use cases to overcome marketing challenges like fragmented data, multi-channel execution, and ROI optimisation.

What to expect from the report

Solutions

Explore functional challenges in multi-channel campaign management

Performance

Justify your budget through critical performance metrics analysis

Guidelines

Learn industry-specific marketing campaign management best practices

Insights shared by functional leaders

Choose a group of interviews
  • "It would be highly valuable to include insights into how AI is impacting or enhancing specific aspects of our roles.", Rohit Srivastav, Head of Marketing, FleetPanda
  • "I think this report should give simple tips on mixing creativity with data, improving campaigns, and making sure you reach the right audience at the right time.", Abhishek Fodikar, Marketing Specialist, Research NXT
  • "For the reader, a step by step guide to building a list, integrating it with CRM, their initial campaigns and their next steps of campaigning can be made so they start off small and then gradually pick up pace.", Rohit Ladsaria, Senior Manager, ACS Infotech
  • "Insights into emerging trends, tested tactics, and real-world case studies would be incredibly valuable for readers seeking to refine their marketing strategies and drive results.", Vipasha Sinha, Lead Product Marketer, Zoho
  • "Before introducing any tool, leaders should have a clear corrective plan in place, including being ready for potential challenges with contingency plans.", Vinod Dangi, Head, Digital Marketing, Sobha Ltd
  • "I believe one of the most critical factors in marketing automation is knowing precisely what to automate and how to market it effectively. Success requires clear objectives and a deep understanding of your own business needs.", Varun Kaushik, Executive Vice President & Head of Marketing, PolicyBoss
  • "Having access to best practices and campaign-level insights will undoubtedly enhance our ability to optimise day-to-day operations.", Sunil Barsaiyan, Associate Director, Digital Marketing, Amity University
  • "I'm always curious to learn what's working for other organisations. I'd love to explore insights into how various organisations are generating leads and driving demand in their own ways.", Ridhi Malhotra, Senior Manager, Demand Generation, HackerRank
  • "Including case studies in the report would be incredibly useful. They provide readers with real-world examples and practical insights.", Rahul Poojari, Senior Digital Marketing Manager, Tata AIG
  • "It's important to go beyond just sharing information and focus on how that information can be practically applied to solve real challenges.", Praveen Kumar, Senior Manager, Marketing & Digital Strategies, IILM
  • "I'm keen to understand the experiments and strategies currently used across different industries, especially those that have proven successful over time.", Prasad Pimple, Executive Vice President, Kotak Life
  • "The key expectation I have from reports like these is that they provide insights into real-world applications, particularly in the B2B space where I've been working for over two decades.", Ojas Kulkarni, Global Chief Marketing Officer, Cedar Consulting
  • "The most valuable insights for readers will be how personalised marketing strategies driven by customer data have helped us to increase engagement and conversion rates.", Megha Agarwal, Marketing Manager, ShopClues
  • "My expectations from the report are to gain insights into various perspectives from marketers, including new methods and emerging trends.", Lijo Mathew, Deputy Manager, Online Campaign (BPD), The Indian Express
  • "Readers will find value in being able to apply the findings directly to their strategies, projects, or decision-making processes.", Jyoti Khichar, Digital Marketing Manager, CK Birla Healthcare Pvt. Ltd.
  • "True digital marketing is much more than just using tools, it's about understanding strategy and effectively connecting with audiences.", Anju Singh, Deputy Manager, Digital & Social Media Marketing, Ashoka University
  • "It's always helpful to organise such events and seminars where people from the same or different industries can participate to gain experience about any challenges whose solutions have already been found by someone else.", Anand Mohan, Marketing Manager, Laxmi India Finance Private Limited
  • "I would like to see a deep dive into the latest trends in digital marketing, particularly around AI and machine learning's role in automation and personalisation.", Amitesh Baranwal, Digital Marketing Manager, SK Finance

Research sponsor

Zoho CampaignsZoho Marketing Automation

Research partner