To design and implement a phased sales automation workflow leveraging Zoho CRM, paid ads, and content marketing to capture, qualify, and engage leads. This will involve automating lead tracking, intent signal gathering, and personalised outreach campaigns, culminating in a scalable, end-to-end sales funnel.
Phase 1: Data Integration and Intent Signal Tracking
Goals Identify website visitors, content engagers, and email readers to gather actionable intent signals. Enrich leads with company and personal details, dropping them into Zoho CRM for review by the Sales Development Representative (SDR) team. Set up tools and workflows to capture and process data efficiently.
Requirements Integration with Zoho CRM: Ensure seamless flow of data from website, emails, and social platforms into the CRM. Lead Enrichment: Use tools like Clearbit, Apollo.io, or Hunter.io to gather data about leads (e.g., role, company size, and industry). Intent Signal Tracking: Implement tracking mechanisms for: Website traffic via Google Analytics or Zoho SalesIQ. Email engagement via Zoho Campaigns. Social media interactions.
Key Tools Zoho CRM: Central repository for all lead and customer data. Website Traffic Tracking: Google Analytics or Zoho PageSense. Lead Enrichment: Clearbit, Apollo.io, or similar. Marketing Automation: Zoho Campaigns for email tracking.
Phase 2: Personalised Outreach Campaign
Goals Automate initial outreach via email and LinkedIn based on lead activity and intent signals. Leverage Lemlist to create personalised, scalable campaigns. Requirements Initial Email Templates: Create touchpoint templates for different lead actions (e.g., downloaded content, opened an email). LinkedIn Campaigns: Automate connection requests and follow-ups based on lead profiles. Workflow Automation: Use tools like Zapier or Make.com to connect lead signals with Lemlist and Zoho CRM for timely follow-ups.
Key Tools Lemlist: For email and LinkedIn outreach. Zapier/Make.com: For automating workflows between tools. Zoho CRM: For tracking outreach effectiveness and response rates.
Phase 3: Expansion to Full Sales Funnel
Goals Build a comprehensive, end-to-end sales funnel covering all stages, from awareness to conversion. Continuously optimise workflows based on performance data and insights.
Requirements Lead Scoring: Implement scoring based on engagement and intent to prioritise high-quality leads. Pipeline Management: Set up stages in Zoho CRM to monitor leads throughout the funnel. Reporting: Develop dashboards to measure key metrics (e.g., engagement rates, conversion rates).
Key Tools Pipeline Management: Zoho CRM. Lead Scoring: Built into Zoho or third-party tools like HubSpot. Analytics and Reporting: Zoho Analytics or Google Data Studio.
Ideal Candidate Profile Expertise in Zoho CRM and related integrations. Experience with marketing automation tools (e.g., Lemlist, Zapier). Familiarity with paid ads, content marketing, and lead generation strategies. Ability to design and implement scalable workflows.
PDF Text Data Entry -- 2 Category: Data Entry, Data Extraction, Data Management, Excel, Microsoft Word, OCR, PDF, Proofreading Budget: ₹100 - ₹400 INR
05 Jan 2026 05:04 GMT
PDF Text Data Entry Category: Data Entry, Data Extraction, Data Management, Excel, Microsoft Word, OCR, PDF, Proofreading Budget: ₹100 - ₹400 INR
05 Jan 2026 05:03 GMT
Diseño Arquitectónico para Construcción por Etapas Category: 3D Rendering, AutoCAD, Brochure Design, Building Design, Construction Engineering, Corporate Identity, Graphic Design, Photoshop Budget: $250 - $750 USD
05 Jan 2026 05:01 GMT
Instagram Content to Raise Funds Category: Content Strategy, Content Writing, Copywriting, Digital Marketing, Ghostwriting, Instagram Marketing, Marketing Strategy, Social Media Management, Social Media Marketing Budget: ₹12500 - ₹37500 INR
05 Jan 2026 05:01 GMT
Buat Slide Panduan Penggunaan Category: Content Development, Content Writing, Editing, Google Slides, Graphic Design, Instructional Design, Technical Writing, Visual Design Budget: $15 - $25 USD
Rapid Unreal Engine City Map Category: 3D Animation, 3D Design, 3D Modelling, 3D Rendering, 3ds Max, AI Development, Game Development, Unreal Engine Budget: ₹1500 - ₹12500 INR
05 Jan 2026 05:00 GMT
Alicante Content Creation Partnership Category: Adobe Premiere Pro, After Effects, Content Creation, Photography, Social Media Management, Video Editing, Video Production, Videography Budget: €30 - €250 EUR
05 Jan 2026 04:59 GMT
Regular Job Posting & Design Assistant Category: Canva, Data Entry, Digital Marketing, Figma, Graphic Design, HTML, SEO, Visual Design, Web Design, WordPress Budget: ₹1000 - ₹1500 INR
