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
Excel Graph Transfer
Category: Data Analysis, Data Entry, Data Processing, Data Visualization, Excel, Excel Macros, Excel VBA, Word
Budget: $30 - $250 USD
09 Dec 2025 23:04 GMT
Structure Outline for Kadwish.com MVP
Category: Content Management System (CMS), Product Management, Project Management, User Experience Research, User Interface / IA, Web Application, Web Design, Web Development
Budget: $30 - $250 USD
09 Dec 2025 23:04 GMT
Celebratory Memorial Photo Video Montage
Category: Adobe Premiere Pro, After Effects, Final Cut Pro, Motion Graphics, Photo Editing, Photoshop, Video Editing, Video Post Editing, Video Production, Video Services
Budget: $250 - $750 USD
09 Dec 2025 23:03 GMT
SEO & Google Ads Branding
Category: Content Marketing, Digital Marketing, Google Ads, Internet Marketing, Keyword Research, Link Building, Marketing, SEO
Budget: $30 - $250 CAD
09 Dec 2025 23:03 GMT
Urgent Music PR Outreach -- 9812
Category: Blog Writing, Brand Management, Content Writing, Digital Marketing, Email Marketing, Influencer Marketing, Music, Public Relations, SEO, Social Media Marketing
Budget: $10 - $30 USD
09 Dec 2025 23:03 GMT
Sustainable Casual Wear Designer
Category: Concept Design, Fashion Design, Graphic Design, Pattern Making, Textile Design
Budget: ₹750 - ₹1250 INR
09 Dec 2025 23:02 GMT
Legal Translation for Spanish-English Consultation
Category: English (US) Translator, English Translation, Language Tutoring, Legal, Legal Consultation, Legal Translation, Proofreading, Spanish Translator, Transcription, Translation
Budget: €12 - €18 EUR
09 Dec 2025 23:01 GMT
Daily League of Legends Meme Creation
Category: AI Art Creation, Caricature & Cartoons, Content Creation, Digital Art, Graphic Design, Illustration, Social Media Marketing
Budget: $30 - $250 CAD
09 Dec 2025 23:00 GMT
Residential Floorplan & Interiors
Category: 3D Modelling, 3D Visualization, Revit
Budget: ₹750 - ₹1250 INR
09 Dec 2025 22:59 GMT
Urgent Music PR Outreach -- 63240
Category: Blog Writing, Brand Management, Content Writing, Digital Marketing, Email Marketing, Influencer Marketing, Music, Public Relations, SEO, Social Media Marketing
Budget: $10 - $30 USD
09 Dec 2025 22:58 GMT
Planos Alphacam 2D/3D Mármol
Category: 2D Drafting, 3D Animation, 3D Design, 3D Modelling, 3D Printing, 3D Rendering, CAD / CAM, CNC Programming
Budget: €30 - €250 EUR
09 Dec 2025 22:57 GMT
Convert PNG to 3MF Model
Category: 3D Animation, 3D CAD, 3D Design, 3D Graphic Design, 3D Modelling, 3D Printing, 3D Rendering, Graphic Design
Budget: $30 - $250 USD
09 Dec 2025 22:56 GMT
BlueBubbles macOS Firebase Integration
Category: AngularJS, App Development, Application Packaging, Desktop Application, JavaScript, Node.js, NoSQL Couch & Mongo, Software Development
Budget: $250 - $750 USD
09 Dec 2025 22:56 GMT
California Divorce Document Prep
Category: Accounting, Contracts, Family Law, Legal, Legal Assistance, Legal Research, Legal Writing, Tax Law
Budget: $100 - $250 USD
09 Dec 2025 22:55 GMT
Fundraising for Sports Complex Startup
Category: Content Creation, Digital Marketing, Facebook Marketing, Fundraising, Graphic Design, Internet Marketing, Marketing, Social Media Management, Social Media Marketing, Visual Design
Budget: $30 - $250 CAD
09 Dec 2025 22:54 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