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.
Qualtrics Likert Survey Design Category: Coding, Data Analysis, Data Collection, Data Management, Data Visualization, Research, Statistical Analysis Budget: $10 - $12 USD
28 Feb 2026 23:03 GMT
Modern Kitchen VR Walkthrough Category: 3D Animation, 3D Design, 3D Modelling, 3D Rendering, 3D Visualization, 3ds Max, Unity, Virtual Reality Budget: $30 - $250 USD
28 Feb 2026 23:02 GMT
Logotipo para negocio emergente Category: Adobe Illustrator, Photoshop, Branding, Graphic Design, Illustration, Logo Design Budget: $15 - $25 USD
Modern Home Renovation Category: 3D Rendering, 3D Visualization, Architecture, AutoCAD, Building Architecture, Building Design, Building Engineering, Construction, Home Design, Interior Design Budget: $250 - $750 CAD
28 Feb 2026 22:59 GMT
Recruit Bold Participants for Chat Study Category: Facebook Marketing, Human Resources, Internet Marketing, Market Research, Psychology, Public Relations, Qualitative Research, Recruitment, Research, Social Media Management Budget: $10 - $30 USD
28 Feb 2026 22:58 GMT
Peptide Company Social Media Manager Category: Analytics, Content Creation, Facebook Marketing, Internet Marketing, Lead Generation, Social Media Management, Social Media Marketing, Twitter Budget: $250 - $750 USD
UV Map Four blender files Category: 3D Animation, 3D Art, 3D Design, 3D Graphic Design, 3D Modelling, 3D Rendering, 3D Visualization, 3ds Max, Blender, Game Development Budget: $10 - $30 USD
28 Feb 2026 22:46 GMT
Google Business Profile Setup Category: Content Marketing, Digital Marketing, Google Ads, Google Analytics, Internet Marketing, Link Building, Marketing, SEO Budget: $10 - $30 USD
28 Feb 2026 22:45 GMT
Research + Outreach Specialist (Long-Term Growth Role) Category: Digital Marketing, Email Marketing, Internet Research, Lead Generation, Leads, Market Research, Podcasting, Research, Sales, Talent Acquisition Budget: $2 - $8 USD
28 Feb 2026 22:44 GMT
Konten Visual Facebook Branding Category: Photoshop, Blog Design, Branding, Content Creation, Graphic Design, Logo Design, Social Media Marketing Budget: $2 - $8 USD
28 Feb 2026 22:43 GMT
CAD Design for 3D Printed Portlights Category: 3D CAD, 3D Design, 3D Drafting, 3D Modelling, 3D Printing, AutoCAD, CAD / CAM, Solidworks Budget: $30 - $250 USD
28 Feb 2026 22:42 GMT
Viral Shorts/Reels Editing Expert Needed Category: After Effects, CapCut, Content Creation, Editing, Social Media Marketing, Video Ads, Video Editing, Video Production, Video Streaming, Videography Budget: $750 - $1500 USD
