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.
CV Tailoring for Test Engineer Role Category: Career Consulting, Content Strategy, Content Writing, Copywriting, Editing, Proofreading, Technical Writing, Testing / QA Budget: £20 - £250 GBP
10 Dec 2025 11:02 GMT
Shopify Store SEO Specialist Required Category: Analytics, Content Strategy, Digital Marketing, Internet Marketing, Keyword Research, Link Building, Marketing, Page Speed Optimization, SEO, Shopify Budget: $30 - $250 USD
10 Dec 2025 11:02 GMT
WordPress Elementor Specialist Required Category: CSS, Elementor, HTML, PHP, UI / User Interface, UX / User Experience, Web Design, WordPress Budget: $10 - $30 USD
10 Dec 2025 11:02 GMT
Measurements and experimental design Category: Academic Writing, Education & Tutoring, Health Care Management, Moodle, MySQL, PHP, Project Management, Research Writing Budget: $10 - $30 USD
Meta and Google Lead Ads Campaign Category: A / B Testing, Copywriting, Digital Marketing, Facebook Ads, Google Ads, Google Adwords, Instagram Ads, Internet Marketing, Lead Generation, Social Media Marketing Budget: ₹1500 - ₹12500 INR
10 Dec 2025 10:59 GMT
Residential Building 3D Visualization Category: 3D Animation, 3D Design, 3D Modelling, 3D Rendering, 3D Visualization, 3ds Max, Revit, SketchUp Budget: $30 - $250 AUD
10 Dec 2025 10:58 GMT
Virtual Admin & Inbox Support Category: Admin Support, Data Entry, Data Management, Excel, Google Docs, Google Sheets, Research, Virtual Assistant Budget: $30 - $250 USD
10 Dec 2025 10:57 GMT
Fix Critical Bugs in React Native Social App Category: Debugging, IPhone, JavaScript, Mobile App Development, PHP, React Native, React.js, Software Development Budget: €30 - €250 EUR
