Perfect for managing your leads, prospects, and clients, Zoho is one of the best CRM systems.
To get the most out of it, though, you must keep filling it with relevant contacts, collecting data to then nurture and sell to them in a personalised way.
That’s where ScoreApp comes into play!
We’ll show you how to use a quiz lead magnet to optimise your Zoho CRM and build the kind of sales funnel that’s always working in the background for you.
What is a quiz funnel, and why should you build one?
Your funnel is simply the journey your target customers go through to buy from you (and you should totally take control of it). So, a quiz funnel is a sales funnel that starts with a lead generation quiz.
For example, this could be a “Website Diagnostic Scorecard” for a web designer or a “What’s your entrepreneur profile?” for a business coach.
Most funnels begin with a generic free resource, like a downloadable PDF. Instead, when you start with a quiz:
- You’ll generate more leads because quizzes are more valuable and attractive (while traditional lead magnets only convert at 3-10%, quizzes average a 30-50% rate)
- You won’t have to worry about someone signing up for your lead magnet, downloading it, and forgetting about it (quizzes happen in real time!)
- You’ll collect a tonne of data on your target customers, such as their likes, dislikes, needs, and preferences
- You can ask questions to pre-qualify them, identifying those who’d be the right fit
- You’ll segment them automatically based on their quiz answers
- You’ll get to personalise the rest of your funnel and marketing for each segment, making your communication and offers more relevant and effective (especially through tailored email sequences)
- You’ll boost your sales: instead of using the same email sequence or call to action with everyone, you’ll always make the right offer for each lead at the right time
- You’ll even get to use your prospects’ quiz answers during the sales calls themselves, closing them more easily
Why you should create your quiz on ScoreApp and connect it with your Zoho CRM
This CRM does offer some quiz-building options. However, they’re not the most advanced, and Zoho quizzes focus on training your employees and assessing their knowledge.
Instead, we created ScoreApp to help more businesses attract warm leads, gain powerful insights, and increase sales.
So, while our quizzes can be tailored to match all kinds of needs, they’re particularly effective for lead generation: perfect to start your sales funnel with a bang!
Create your FREE quiz lead magnet with ScoreApp today
5 steps to building a sales funnel with Zoho and ScoreApp
Now that you’re clear on the logic behind quiz lead magnets, let’s see how you can use one to optimise your Zoho CRM sales funnel.
Step 1: Create your ScoreApp quiz lead magnet
Since it’s the very first piece, your lead magnet can make or break your Zoho funnel. So, plan it strategically!
- Define your funnel goals – As seen before, your quiz lead magnet will benefit you in many ways, but what are you mostly aiming to achieve with it? For example, you might want to pre-qualify your leads to only get on calls with right-fit prospects or be able to recommend the best package for each of them
- Come up with the right quiz lead magnet idea – Start from your goal and work your way backwards. The sweet spot? A quiz that’s valuable for your target customers (for example, because it solves a small problem) and that feeds into your main objective. So, a marketing agency could create a “Content Marketing Scorecard”, whereas a personal trainer could lead with a “What’s YOUR ideal training routine?”
- Create a landing page for your quiz – Even though it’s a free quiz, you need to “sell it”. So, write compelling copy, focusing on how taking this quiz will benefit your target customers. Complement it with some high-quality images, videos, reviews, user-generated content, and calls to action
- Build your quiz – Plan questions that will lead to personalised results for your participants and bring you the insights you need. For example, if you want to pre-qualify your leads as a website copywriter, you could ask “Have you worked with a website copywriter before, or did you write your own website copy?”
- Write different quiz results pages – Make them relevant for your participants based on their score range. With a scorecard, you can show them both what they’re already doing well and what they still need to work on, including valuable tips to give them a quick win
With ScoreApp, this is a breeze. You can use our intuitive drag-and-drop builder, start with a customisable template, and even make the most of AI to write your content.
Step 2: Integrate your new ScoreApp quiz with your Zoho CRM
Thanks to our direct integration, this couldn’t be easier.
- On ScoreApp, go to the Integrate tab and select Zoho
- Select “Click to Authenticate” and find your Zoho account. Done!
Step 3: Map your ScoreApp and Zoho fields
Now, your ScoreApp and Zoho accounts are talking to each other. Whenever someone completes your quiz, ScoreApp will add them to your Zoho CRM and include their First Name, Last Name, and Email.
To fully optimise your Zoho CRM sales funnel, though, you must get the two tools to exchange more information. That way, you’ll get to personalise your emails and touchpoints accordingly. You can do this in the same Integrate section:
- Map leads form fields – When someone signs up for your ScoreApp quiz, what other fields do you wish to collect and add to their Zoho profile? For example, this might be their phone number or website
- Map result fields – This is where you’ll take personalisation to the next level. Depending on someone’s quiz results, you can create new Zoho tags and fields. These can be based on various factors, such as their overall score, how they scored in a specific category, or how they answered one question. For example, as a web designer, you’ll probably want to nurture your leads differently depending on whether or not they already have a website
Step 4: Nurture your new ScoreApp leads with personalised emails and touchpoints on Zoho
So far, you’ve created a strong quiz lead magnet, strategy, and automations to attract and segment your audience.
Now, you’ll want to use your data to nurture your new leads automatically and in a personalised way until it’s time to make them the right offer.
In Zoho, you can use your mapped fields and tags to either:
- Set up separate sequences for each segment, including different emails and touchpoints
- Tailor some elements in your main email sequence, such as their subject lines, certain wording, and calls to action
Either way, how you do this will really depend on your focus, goals, and sales process. To give you an idea, though, you could plan an email sequence that:
- References the quiz and welcomes your leads into your world, telling them more about your business and what they can expect from you
- Highlights each lead’s biggest problem
- Shows them you can solve it through your products or services
- Educates them with valuable emails and resources (like blog posts or videos that reframe their misconceptions)
- Connects with them through relevant stories, insights, and anecdotes, humanising your brand
- Builds trust through case studies, reviews, and examples of how you helped customers who had their same problem
- Makes the right offer to each lead after they’ve been nurtured (for example, this could be a specific service or an invitation to get on a call to discuss their quiz results)
Your sales team will also get to access all these insights and data on Zoho. So, instead of starting from scratch or with a generic approach, they’ll sell more by tailoring their messages and calls to each lead’s situation. A game-changer, right?!
Step 5: Enhance your sales funnel on Zoho and ScoreApp
Building your funnel on strong foundations is key, but so is reviewing it and optimising it periodically.
While you should definitely test everything before launching it (for example, have you checked every element of your funnel, such as links and automations? Do they work just as well on phones, too?), you must also get in the habit of:
- Running some split testing – To find out what works best with your target customers, show them different versions of the same funnel element (such as a landing page or email)
- Reviewing your analytics – You can do this on both ScoreApp and Zoho. Which A/B testing version brought you the most clicks or sales? How are your leads engaging with your funnel? Where are most of them leaving it? Analyse your data to optimise your ScoreApp and Zoho sales funnel even further, truly maximising sales
Boost your sales with a ScoreApp and Zoho funnel
No more wasting money on an impersonal funnel or wondering where the next customer is coming from.
With a ScoreApp and Zoho sales funnel, you’ll attract the right leads, nurture them in a personalised way, and convert more of them into paying customers—all on repeat!
Ready to turn this into your reality? Start with the first part of your new funnel: create your ScoreApp quiz lead magnet today and for FREE.
