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.
US Driver Education Video & Mind-Map Creation Category: AI Content Creation, Animation, Content Creation, Graphic Design, Illustration, Instructional Design, Video Editing, Video Production, Visual Design Budget: $250 - $750 USD
19 Feb 2026 17:01 GMT
Realistic 5ft Sculpture Category: 3D Animation, 3D Art, 3D Design, 3D Graphic Design, 3D Illustration, 3D Modelling, 3D Rendering, 3ds Max, Art Consulting, Sculpture Budget: $250 - $750 CAD
19 Feb 2026 17:01 GMT
Create Viral Reels & Posts Category: Adobe Premiere Pro, After Effects, Animation, CapCut, Content Creation, Graphic Design, Social Media Marketing, Video Editing, Video Services Budget: $30 - $250 USD
19 Feb 2026 17:00 GMT
Performance Music Video Production Category: After Effects, Audio Production, Color Grading, Lighting Design, Post Production, Video Editing, Video Production, Video Services Budget: ₹1500 - ₹12500 INR
19 Feb 2026 17:00 GMT
Minimalist Energy Logo Design Category: Adobe Illustrator, Photoshop, Branding, Graphic Design, Icon Design, Illustration, Logo Design, Vector Design Budget: €8 - €30 EUR
19 Feb 2026 17:00 GMT
Website Development Category: Branding, CSS, Framer, Graphic Design, HTML, PHP, Web Design, Web Development, Website Optimization Budget: $250 - $750 USD
19 Feb 2026 17:00 GMT
GloriaFood E-Commerce Site Build Category: Branding, ECommerce, HTML, Payment Gateway Integration, PHP, Web Development, Web Design Budget: ₹12500 - ₹37500 INR
19 Feb 2026 16:58 GMT
Chrome Extension Auto-Book Canadian Dates Category: API Integration, CSS, Google Chrome, HTML, JavaScript, PHP, Software Architecture, Web Development Budget: ₹12500 - ₹37500 INR
19 Feb 2026 16:57 GMT
Engaging Ebook Editing and Formatting Category: Content Writing, Copywriting, Creative Writing, EBook Design, Editing, English Grammar, English Spelling, EPub, Ghostwriting, Proofreading Budget: $175 - $300 USD
19 Feb 2026 16:56 GMT
Ghostwriter para memorias de piloto Category: Article Writing, Book Writing, Content Writing, Creative Writing, EBooks, Editing, Ghostwriting, Non Fiction Writing, Research, Transcription Budget: $250 - $750 USD
