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.
WordPress Mobile Navigation Optimization Category: CSS, HTML, Mobile App Development, Mobile Development, PHP, UI / User Interface, Web Development, WordPress Budget: ₹600 - ₹999 INR
CapCut Video Editing & Creation for intagram reels Category: Animation, CapCut, Video Ads, Video Editing, Video Post Editing, Video Processing, Video Production, Video Services, Video Streaming, Voice Over Budget: $10 - $30 USD
11 Nov 2025 17:04 GMT
Desain produk -- 2 Category: Blog, Content Creation, Content Development, Content Strategy, Content Writing, Digital Marketing, Infographics, Research, SEO, Video Production Budget: $15 - $25 USD
11 Nov 2025 17:04 GMT
Deskripsi Produk Menarik Category: Article Writing, Copywriting, Product Descriptions Budget: $1500 - $3000 USD
Divi WooCommerce Store Buildout Category: Affiliate Marketing, ECommerce, HTML, PHP, SEO, Web Development, Website Optimization, WooCommerce, WordPress Budget: $15 - $25 USD
11 Nov 2025 17:00 GMT
Full-Stack developer Category: Android, Cloud, Data Visualization, Database Management, Full Stack Development, IOS Development, IPhone, Mobile App Development, User Interface / IA, Web Development Budget: ₹37500 - ₹75000 INR
11 Nov 2025 16:59 GMT
Accounting & Audit Lead Generation Category: Accounting, CRM, Data Entry, Data Mining, Email Marketing, Excel, Finance, Lead Generation Budget: ₹1500 - ₹12500 INR
11 Nov 2025 16:58 GMT
Tulis E-Book Bisnis Digital Category: Advertising, Business Writing, Catch Phrases, Content Writing, Digital Marketing, Internet Marketing, Marketing, SEO Budget: $15 - $25 USD
Microsoft 365 & SharePoint Admin Setup Category: .NET, Azure, Cloud Computing, Cloud Security, Microsoft, Microsoft 365, Microsoft Azure, Microsoft Exchange, Microsoft Project, Sharepoint Budget: $1500 - $3000 AUD
11 Nov 2025 16:57 GMT
AI SaaS Promo Video Designer Category: After Effects, Animation, Content Creation, Graphic Design, Motion Graphics, Social Media Marketing, Video Editing, Video Production, Video Services, Visual Design Budget: $15 - $25 USD
