1001 Freelance Projects
Latest Projects from
Freelance Marketplaces
View Project
View this project in detail
(Note: you will be redirected to external marketplace)
Project title:
Sales Automation Workflow
Posted by:
External project from PeoplePerHour
Started:
27-Dec-2024 10:03 GMT
Description:
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.
Project ID:
3414259
Project category:
Project budget:
View this project in detail
(Note: you will be redirected to external marketplace)
Last Projects / Browse Projects
  Project Started
Service-Based Professional Services Site
Category: Graphic Design, HTML, PHP, SEO, Web Design, Web Development, Website Optimization, Wix
Budget: $30 - $250 AUD
24 Nov 2025 05:03 GMT
Google Display Ads Europe Expansion
Category: Conversion Rate Optimization, Digital Marketing, Google Ads, Internet Marketing, Search Engine Marketing (SEM)
Budget: $1500 - $2500 USD
24 Nov 2025 05:03 GMT
Modern Luxury Logo Design
Category: Branding, Creative Design, Graphic Design, Icon Design, Illustration, Logo Design, Photoshop, Visual Design
Budget: $30 - $250 USD
24 Nov 2025 05:02 GMT
Kompilasi Rujukan Landskap Seni -- 2
Category: Content Creation, Data Management, Excel, Image Processing, Online Writing, Photography
Budget: $10 - $20 USD
24 Nov 2025 05:01 GMT
Elegant Brand Website Design
Category: Adobe XD, Figma, Graphic Design, HTML, UI / User Interface, User Interface / IA, Web Design
Budget: $15 - $25 USD
24 Nov 2025 05:01 GMT
AutoCAD As-Built Electrical Markup Update
Category: 2D Drafting, AutoCAD, CAD / CAM, Drafting, Drawing Artist
Budget: $10 - $30 AUD
24 Nov 2025 04:59 GMT
FlutterFlow Expert Needed for Mobile App Prototype (MVP)
Category: Agile Development, AngularJS, API Integration, Flutter, IPhone, Mobile App Development, PHP, Prototyping, Software Development, User Experience Research
Budget: $30 - $250 USD
24 Nov 2025 04:59 GMT
Yellow Pages Script Development
Category: Graphic Design, HTML, PHP, UI / User Interface, User Experience Research, Web Development, Web Design
Budget: ₹12500 - ₹37500 INR
24 Nov 2025 04:56 GMT
Local Google Ads Traffic Boost
Category: Digital Marketing, Google Ads, Internet Marketing, Keyword Research, Link Building, PPC Marketing, Search Engine Marketing (SEM), SEO
Budget: $30 - $250 SGD
24 Nov 2025 04:56 GMT
Novel Nephrology Meta Analysis
Category: Medical Writing, Scientific Research
Budget: ₹1500 - ₹12500 INR
24 Nov 2025 04:55 GMT
New Multi-Family Home Construction
Category: AutoCAD, Building Architecture, Building Engineering, Civil Engineering, Compliance, Construction, Project Management, Structural Engineering
Budget: ₹37500 - ₹75000 INR
24 Nov 2025 04:53 GMT
AI-Powered Web-to-Mobile Conversion
Category: Android, Android App Development, Flutter, IOS Development, IPhone, Mobile App Development, PHP, React Native
Budget: $3000 - $5000 SGD
24 Nov 2025 04:53 GMT
Digital Marketing Specialist
Category: Analytics, Content Creation, Digital Marketing, Facebook Marketing, Internet Marketing, Social Media Management, Social Media Marketing, Twitter
Budget: $30 - $250 CAD
24 Nov 2025 04:51 GMT
Paris Civil Case Legal Advisor
Category: Attorney, Legal, Legal Consultation, Legal Writing, Litigation
Budget: $250 - $750 USD
24 Nov 2025 04:51 GMT
On-Site ReactJS Support Gurugram
Category: CSS, Figma, Frontend Development, Git, HTML5, JavaScript, React.js, Software Development
Budget: ₹600 - ₹1500 INR
24 Nov 2025 04:50 GMT
Browse All Projects
Projects by Skills ...
android
ajax
asp
aspnet
cms
cpp
csharp
css
delphi
design
drupal
excel
facebook
flash
html
java
javascript
joomla
iphone
mysql
photoshop
php
python
ruby
seo
sql
sysadm
translate
typing
twitter
vbnet
xml
wordpress
writing
New!
Проекты на русском
(Projects in Russian)

Copyright © 2005-2024
1001 Freelance Projects