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.
One-Time Web Data Extraction Category: BeautifulSoup, Data Extraction, Data Management, Data Mining, Data Processing, JavaScript, Python, Scrapy, Selenium, Web Scraping Budget: $75 - $300 USD
10 Feb 2026 23:00 GMT
3D Monster Modeling and Rigging Category: 3D Animation, 3D Art, 3D Design, 3D Illustration, 3D Modelling, 3D Rendering, 3D Rigging, 3D Visualization, Blender, Maya Budget: $30 - $250 CAD
10 Feb 2026 22:55 GMT
Modern Sleek Instagram Car Dealer Theme Category: Adobe Illustrator, Photoshop, Branding, Graphic Design, Instagram Marketing, Logo Design, Social Media Management, Visual Design, Web Design Budget: £20 - £250 GBP
10 Feb 2026 22:54 GMT
Cricket Prediction Web App Development Category: Frontend Development, UI / User Interface, Web API, Web Application, Web Design, Web Development Budget: ₹75000 - ₹150000 INR
10 Feb 2026 22:54 GMT
Source UK Council Sector CVs Category: Data Entry, Excel, Human Resources, Recruitment, Talent Acquisition Budget: £20 - £250 GBP
10 Feb 2026 22:54 GMT
Investment Climate Assessment for Philippines Category: Business Analysis, Business Writing, Financial Analysis, Investment Research, Market Research, Report Writing, Research Writing, Risk Management Budget: $30 - $250 USD
10 Feb 2026 22:53 GMT
Spec Home 3D Walkthrough Category: 3D Animation, 3D Modelling, 3D Rendering, 3D Studio Max, 3ds Max, Architectural Visualization, Lumion, V Ray Budget: $250 - $750 USD
Tableros Power BI y Mantenimiento Category: Business Intelligence, Data Analysis, Data Integration, Data Management, Data Modeling, Data Visualization, Power BI, SQL Budget: $8 - $15 USD
