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.
Looking RTX guy for Rendering Blender Animation Category: 3D Animation, 3D Art, 3D Design, 3D Graphic Design, 3D Modelling, 3D Rendering, 3D Visualization, 3ds Max, Animation, Blender Budget: $10 - $30 USD
14 Feb 2026 23:00 GMT
Home Spiritual Business Workflow Design Category: Business Analysis, CRM, Data Management, Fashion Modeling, Graphic Design, Personal Development, PHP, Process Automation, Project Management, Web Design Budget: $250 - $750 USD
5K Genuine Instagram & Facebook Followers Category: Branding, Content Marketing, Content Strategy, Digital Marketing, Facebook Marketing, Instagram Marketing, Social Media Management, Social Media Marketing, Social Networking, Twitter Budget: $30 - $250 USD
14 Feb 2026 22:55 GMT
Xactimate Estimate for Home Repairs Category: AutoCAD, Building Architecture, Building Design, Construction, Home Design, Interior Design, PDF Budget: $250 - $750 USD
VR Gorilla Tag Fan Game Category: Game Development, Game Testing, Unity, Unity 3D, Unreal Engine, Virtual Reality Budget: $2 - $8 CAD
14 Feb 2026 22:50 GMT
Life Coaching Site Build Category: CMS, Graphic Design, HTML, Payment Processing, PHP, Web Design, Web Development Budget: $30 - $250 USD
14 Feb 2026 22:49 GMT
Modernize Classic PC Game Performance Category: C, Programming, C++, DirectX, Game Design, Game Development, Game Testing, Software Development, Unity 3D Budget: £250 - £750 GBP
AI Marketplace Web App Category: AngularJS, Express JS, Full Stack Development, JavaScript, MongoDB, Next.js, Payment Gateway Integration, REST API, Tailwind CSS, Web Development Budget: £750 - £1500 GBP
14 Feb 2026 22:46 GMT
Home design: Tweak 3D Elevation Around Window Category: 3D Animation, 3D Architecture, 3D Design, 3D Modelling, 3D Rendering, 3D Visualization, 3ds Max, SketchUp Budget: ₹600 - ₹1500 INR
14 Feb 2026 22:44 GMT
Transparent Video Overlay Creation Category: After Effects, Video Editing, Video Processing, Video Production, Video Services, Video Streaming Budget: $30 - $250 AUD
14 Feb 2026 22:40 GMT
Small Business Sales Outreach Category: Internet Marketing, Lead Generation, Leads, Sales, Sales Account Management, Sales Management, Sales Promotion, Telemarketing Budget: $250 - $750 AUD
