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.
Beauty Service Platform Layout Design Category: Adobe XD, Figma, Graphic Design, Sketch, UI / User Interface, User Interface / IA, UX / User Experience, Web Design, Wireframes Budget: $30 - $250 USD
22 Feb 2026 16:59 GMT
Instagram Ad Portuguese Translation Category: Content Writing, Copywriting, Creative Writing, Marketing, Portuguese (Brazil) Translator, Social Media Marketing, Spanish Translator, Translation Budget: £250 - £750 GBP
22 Feb 2026 16:58 GMT
Gaming Streaming Room Setup Category: Audio Engineering, Game Design, Game Development, Video Conferencing, Video Editing, Video Hardware, Video Production, Video Services Budget: $750 - $1500 USD
22 Feb 2026 16:57 GMT
Park Video to 3D Render Category: 3D Animation, 3D Modelling, 3D Rendering, 3D Visualization, After Effects, Lighting Design, Lumion, V Ray Budget: ₹1500 - ₹12500 INR
22 Feb 2026 16:57 GMT
Desain Logo & Poster Category: Branding, Content Strategy, Graphic Design, Illustration, Logo Design, Marketing Strategy, Photoshop, Poster Design, Social Media Marketing, Visual Arts Budget: $15 - $25 USD
Video Promosi TikTok Fashion Category: Affiliate Marketing, Content Creation, Digital Marketing, Influencer Marketing, Script Writing, Social Media Marketing, Video Editing, Video Production Budget: $15 - $25 USD
22 Feb 2026 16:55 GMT
Laser-Cut Mandir Model File Category: 3D CAD, 3D Design, 3D Graphic Design, 3D Modelling, AutoCAD, CAD / CAM, Graphic Design, Vector Design Budget: ₹600 - ₹1500 INR
22 Feb 2026 16:55 GMT
Catálogo Veículos com Busca Avançada Category: Frontend Development, Graphic Design, HTML, Laravel, Logo Design, MySQL, Web Development, Website Build, Web Design Budget: $250 - $750 USD
22 Feb 2026 16:55 GMT
Dual Website Development & Maintenance Category: Content Management System (CMS), Graphic Design, HTML, PHP, SEO, Web Design, Web Development Budget: $250 - $750 USD
