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.
Adult Toy Product Data Entry Category: Content Writing, Data Entry, Product Descriptions, Product Management, Product Photography, Web Search Budget: $250 - $750 USD
02 Jan 2026 11:03 GMT
Excel VBA Steel Trading ERP Category: Data Analysis, Data Management, Excel, Inventory Management, Payment Processing, Software Architecture, Visual Basic, Visual Basic For Apps Budget: ₹1500 - ₹12500 INR
02 Jan 2026 11:02 GMT
Manual Text Data Entry Category: Data Entry, Data Management, Data Processing, Excel, Transcription, Typing, Word, Word Processing Budget: $15 - $25 USD
Organic Instagram Engagement Specialist Category: Analytics, Content Strategy, Digital Marketing, Facebook Marketing, Instagram Marketing, Internet Marketing, Marketing, SEO Budget: ₹1250 - ₹2500 INR
02 Jan 2026 10:59 GMT
Low-Budget Meta Ads Campaign Category: A / B Testing, Advertising, Facebook Ads, Facebook Marketing, Google Adwords, Instagram Ads, Internet Marketing, Lead Generation Budget: ₹12500 - ₹37500 INR
02 Jan 2026 10:58 GMT
Pet Food E-commerce Website Build Category: ECommerce, HTML, SEO, Shopify, Shopping Cart Integration, Web Development, Web Design, WooCommerce Budget: $30 - $250 USD
02 Jan 2026 10:58 GMT
500 Google Form Data Entry Category: Automation, Data Analysis, Data Entry, Data Management, Data Processing, Excel, Google Sheets, Time Management, Web Scraping Budget: ₹12500 - ₹37500 INR
02 Jan 2026 10:58 GMT
Webnode Service Website Setup Category: Content Management System (CMS), Graphic Design, HTML, PHP, Web Design, Web Development Budget: £20 - £250 GBP
02 Jan 2026 10:57 GMT
Young Adult Perfume Launch Video Category: Advertising, Creative Design, Sound Design, Video Editing, Video Production, Video Services, Videography, Visual Effects Budget: $30 - $250 USD
