Crm Projects
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Implement Automated Lead Nurturing System on Zoho CRM
Company Overview We empower entrepreneurs with the fastest way to get a professional business phone system. Our SaaS platform helps small businesses build stronger customer relationships and grow their sales. We are an early stage startup focused on emerging markets. Project Overview: We need a Marketing Automation Specialist to design and execute a lead nurturing system that maximises conversions on our website. This is a high-impact, time-sensitive project leveraging Zoho CRM to deliver a seamless customer journey from first website visit to closed sale. The ideal outcome is converting website visitors to paying customers within 1-30 days, utilising a multi-channel approach (email, SMS, WhatsApp, and targeted outbound calls). Success will be measured by clear increase in website conversions. Key Deliverables & Success Indicators: - Lead Segmentation & Scoring: A lead scoring model implemented in Zoho CRM that effectively differentiates between low, medium, and high-intent leads. Clear lead segmentation criteria based on demographics, website behaviour, and other relevant factors. - Automated Nurturing Workflows:Design multi-channel campaigns (email, SMS, WhatsApp) with a focus on providing value, addressing objections, and increasing conversions. (Consider a welcome series, educational content, overcoming objections, etc.). SMS and WhatsApp should primarily be used for time-sensitive offers and re-engagement - Integrated SMS and WhatsApp messaging workflows designed to complement email campaigns and boost engagement. - Create compelling email templates and messaging aligned with each lead segment and stage in the customer journey. - Build all necessary automation sequences in Zoho CRM, ensuring seamless lead progression based on engagement. - Telesales Integration: A system to identify high-intent leads who have not converted within 24 hours. Automated process to notify the telesales team and provide them with relevant lead information - Analytics & Optimisation: Zoho CRM dashboards tracking key metrics across all channels (email, SMS, WhatsApp, telesales). Weekly optimisation reports with actionable recommendations to improve campaign performance and conversion rates.workflows. Scope of Work and Timelines Phase 1: Strategy & Setup (Week 1 - 2) - Conduct an audit of existing website analytics and CRM data. - Develop a lead segmentation and scoring model. - Design a comprehensive lead nurturing workflow, including triggers, content themes for each stage, and channel selection. - Outline the telesales integration process. - Create email templates, SMS templates, and automation sequences. Phase 2: Launch & Optimisation (Week 3) - Launch the automated campaigns. - Set up dashboards and reporting in Zoho CRM to track lead progression, conversion rates, and channel performance. - Analyse initial campaign results and suggest optimisations to improve engagement and conversion. If you interested in this Job: - Submit your portfolio highlighting Zoho CRM lead nurturing campaigns. - Include 1-2 case studies showcasing successful automation projects you've implemented. - Briefly describe your approach to segmenting leads and designing a multi-channel campaign that converts.
opportunity
Integrate website sign up forms with Mailchimp and Monday.com
We are a small new company and have decided on Mailchimp (MC) as our email campaign platform and Monday.com as our CRM. We also have two websites - a main site, and a second one for training, which also has the facility for participants to create a login and pay online for courses. We envisage data being added to MC and Monday.com in three ways: 1. Manually, when we are in contact with an individual contact (probably directly into Monday.com) 2. Manually upload a csv file from Typeform, where we have invited individuals to register for a standalone workshop, or asked individuals to provide more information relating to a project we are working on. Some of the fields may be too niche for capturing in MC or Monday.com but the form will still include basic contact details, and the relevant GDPR questions. 3. THE MAIN REASON FOR THIS PROJECT REQUEST: We also want to embed sign up forms into our two websites, and for all the contact/preferences data we collect, to be automatically feed back to MC and Monday.com. These sign up forms should include the standard contact fields, plus some other fields relating to interests and engagement (in the form of both single down drop selection and multi-selection drop down fields). Please note no matter which of the above options is used, we still want all data collected to end up in both platforms by way of a 2-way API to ensure both platforms are always in sync. We also need to include the necessary GDPR questions in those embedded sign up forms, and for that data to be captured and visible in both MC and Monday.com. Obviously MC will then manage ongoing GDPR with opt-out, unsubscribe etc. Keeping Monday.com updated with changes as they come through, for reference purposes. At the moment we have separate basic stand alone sign up forms in both our websites. These are not fit for purposes as they can only collect limited data and there is currently no integration with MC or Monday.com. We have made a start by creating one of these embedded sign up forms in MC (the one to go into the training website) but we need with the following: a) embed this form into our training website b) create a second sign up form in MC so that we can embed a slightly different form in our main website c) make sure MC and Monday.com are set up ready to receive the data from both of these forms d) correctly capture the GDPR component in MC so that our processes remain compliant moving forward e) create the necessary APIs to ensure the ongoing data collection/GDPR process is automatically synced between both platforms. And finally, if we could also find a way to embed the data captured via Typeform (option 2 above) instead of doing this manually, this would be an added bonus.
21 days ago25 proposalsRemote