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
Instagram Ads for Shopify store
Category: A / B Testing, Advertising, Content Creation, Facebook Marketing, Google Adwords, Instagram Ads, Instagram Marketing, Internet Marketing, Sales, Shopify
Budget: $10 - $100 AUD
02 Mar 2026 23:03 GMT
Panduan Penggunaan Produk Pakaian
Category: Content Writing, Fashion Writing, Figma, Graphic Design, Illustration, Instructional Design, Technical Writing, Word Processing
Budget: $15 - $25 USD
02 Mar 2026 23:00 GMT
Remote Website full stack Developer Needed (project based)
Category: Cloud Data, Content Management System (CMS), CSS, Java, JavaScript, Node.js, Web Development, Web Design, Website Management, Website Optimization
Budget: €250 - €750 EUR
02 Mar 2026 22:59 GMT
Graphic Designer for Premium Real Estate Instagram Posts - 28/02/2026 00:23 EST
Category: Branding, Brochure Design, Content Creation, Graphic Design, Instagram Marketing, Logo Design, Photoshop, Social Media Marketing
Budget: $15 - $25 USD
02 Mar 2026 22:59 GMT
Modern Residential Landscape Design
Category: 3D Visualization, Architecture, AutoCAD, Building Architecture, Building Design, Creative Design, Home Design, Interior Design, Landscape Design, Project Management
Budget: $25 - $30 USD
02 Mar 2026 22:57 GMT
AI Lead Developer Needed for Innovative Project
Category: AI Development, Deep Learning, Kubernetes, Machine Learning (ML), Microservices, Node.js, Python
Budget: $2 - $8 USD
02 Mar 2026 22:54 GMT
Automate WordPress Internal Linking
Category: Automation, Data Analysis, Google Analytics, Link Building, PHP, SEO, Web Development, WordPress
Budget: $30 - $250 USD
02 Mar 2026 22:53 GMT
Responsive XD-to-HTML Conversion
Category: Adobe XD, CSS, CSS3, Frontend Development, HTML, HTML5, JavaScript, Web Development
Budget: ₹1500 - ₹12500 INR
02 Mar 2026 22:52 GMT
AI Video Creation for Bourbon
Category: AI Art Creation, AI Design, AI Development, Graphic Design, Illustration, Logo Design, Photoshop, Video Production
Budget: $250 - $750 USD
02 Mar 2026 22:52 GMT
Build Advanced Crypto Discussion Forum
Category: API Development, Database Management, Graphic Design, HTML, JavaScript, Node.js, PHP, React.js, Web Development, Web Design
Budget: €750 - €1500 EUR
02 Mar 2026 22:51 GMT
Realistic Young Adult Female Athlete
Category: 3D Art, 3D Modelling, Animation, Art Consulting, Caricature & Cartoons, Character Illustration, Graphic Design, Illustration
Budget: €250 - €750 EUR
02 Mar 2026 22:51 GMT
EXE application modification expert
Category: Automation, Binary Analysis, Computer Security, Debugging, Reverse Engineering, Scripting, Software Development, Software Engineering, Software Testing, Technical Documentation
Budget: ₹1500 - ₹12500 INR
02 Mar 2026 22:48 GMT
Large US Accent Voice Dataset
Category: Audio Services, Data Collection, Virtual Assistant, Voice Over, Voice Talent
Budget: $3000 - $5000 USD
02 Mar 2026 22:46 GMT
Building Insurance Aggregator Platform (Frontend + Backend + DB) – Onsite Team Opportunity
Category: .NET Core, AngularJS, API Development, ASP.NET, Database Administration, Database Design, Frontend Development, Full Stack Development, React.js, Web Design
Budget: $3000 - $5000 USD
02 Mar 2026 22:46 GMT
Marketer Needed to Secure Contracts with Manufacturers and Warehouses
Category: Internet Marketing, Leads, Marketing, Sales, Telemarketing
Budget: $750 - $1500 CAD
02 Mar 2026 21:07 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 © 2005-2025
1001 Freelance Projects