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
Logo Development and Digital Asset Creation
Category: Adobe Creative Suite, Branding, Creative Design, Graphic Design, Illustration, Logo Design, Photoshop, Visual Design
Budget: $30 - $250 USD
09 Feb 2026 05:04 GMT
YouTube 1k Subscribe watch time with Monetization Needed
Category: Content Creation, Digital Marketing, Facebook Marketing, Social Media Marketing, Twitter, YouTube, YouTube Ads, YouTube Video Editing
Budget: $15 - $25 USD
09 Feb 2026 05:04 GMT
Rajasthan Startup Private Limited Registration
Category: Business Consulting, Business Plan Writing, Compliance, Entrepreneurship, Legal Consultation, Startup Consulting
Budget: ₹12500 - ₹37500 INR
09 Feb 2026 05:04 GMT
Remove Black Image Background
Category: Photoshop, Background Removal, Graphic Design, Illustration, Image Processing, Photo Editing, Photoshop Design
Budget: $10 - $30 AUD
09 Feb 2026 05:03 GMT
WordPress Development & Advanced Feature Integration
Category: Google Analytics, HTML, PHP, SEO, Web Design, Web Development, WordPress
Budget: $30 - $250 USD
09 Feb 2026 05:03 GMT
Rédaction complète mémoire VRD
Category: Academic Writing, Article Writing, Building Architecture, Civil Engineering, French Translator, Research, Technical Writing
Budget: $30 - $250 USD
09 Feb 2026 05:02 GMT
Social Media and Copywriting Specialist - 08/02/2026 23:47 EST
Category: Content Writing, Copywriting, Creative Writing, Facebook Marketing, Internet Marketing
Budget: $8 - $15 USD
09 Feb 2026 05:01 GMT
WP WC PWA Plugin (Secured Refunds,coupons, discounts) some code is angular.js
Category: Angular, Database Management, Frontend Development, JavaScript, MySQL, PHP, Plugin, Web Development, WooCommerce, WordPress
Budget: $30 - $250 USD
09 Feb 2026 05:00 GMT
Modern Minimalist Logo Design for Brand Identity
Category: Adobe Illustrator, Photoshop, Branding, Creative Design, Graphic Design, Illustration, Logo Design, Typography, Visual Design
Budget: ₹1500 - ₹12500 INR
09 Feb 2026 05:00 GMT
Corporate Wix Site Revamp
Category: Graphic Design, HTML, UI / User Interface, User Interface / IA, UX / User Experience, Web Design, Web Development, Website Optimization, Wix
Budget: ₹1500 - ₹12500 INR
09 Feb 2026 04:58 GMT
Virtual Payment Assistance on Web
Category: API, Backend Development, Google Sheets, Virtual Assistant, VPN, Web Scraping
Budget: €250 - €750 EUR
09 Feb 2026 04:58 GMT
Legal Explainer Video Editor
Category: A / V Editing, Adobe Premiere Pro, Animation, Final Cut Pro, Graphic Design, Video Editing, Video Post Editing, Video Processing, Video Production, Video Services
Budget: $30 - $250 AUD
09 Feb 2026 04:58 GMT
One-Page PDF Replica Needed
Category: Adobe Acrobat, Adobe Creative Cloud, Adobe Illustrator, Adobe InDesign, Graphic Design, Illustration, Microsoft Word, PDF, Print Design, Visual Design
Budget: $10 - $30 CAD
09 Feb 2026 04:57 GMT
Minimalistic Artist Portfolio Site
Category: CSS, Graphic Design, HTML, JavaScript, PHP, Web Development, Web Design
Budget: $250 - $750 USD
09 Feb 2026 04:57 GMT
Type Handwritten Notes with Symbols
Category: Copy Typing, Editing, Microsoft Word, PDF, Proofreading, Technical Writing, Transcription, Word
Budget: $25 - $50 USD
09 Feb 2026 04:56 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