Zoho Consulting
Budget: €6 – €12 EUR
I‘ll try to make a note of my wishes.
I am a Zoho Finance Partner in Germany, but I am only really familiar with Zoho Books.
So I regularly get leads from Zoho pushed into the CRM. Unfortunately, there is also quite a lot of spam. The leads via Zoho have their own layout and are provided with a specific entry as the lead source:
The following things are currently happening:
- 1 hour after the lead entry, the CRM creates an entry via a workflow that I should call the lead
- 1 day after the entry, a mail goes out via workflow where I introduce myself as a finance partner. The call to action is a link to the calendar where the lead can book a free 30-minute consultation appointment
- 2 days after the entry, a mail goes out via workflow in which I explain why I am registering, why the lead is assigned to me and with the request that the lead marks me as a partner (partner day)
- 12 days after the entry, an email goes out reminding the lead that the test phase ends in 2 days and that I could extend them as a partner for another 14 days.
All mails are only partially opened and nothing more happens.
What I would like to see:
- A meaningful campaign where it is checked much more sensitively whether the person has opened the email or clicked on the CTA, otherwise possibly a second email with the same content but a different subject line
- Integration of WhatsApp, because it may be easier to communicate with leads via WhatsApp
- Integrate videos into the communication
- A dashboard where I can see which of the emails or links are working and what percentage of leads reach which stage
- Qualification of whether the email address and telephone number are correct
- Blueprints if the leads cannot be reached by phone to send emails, if they are reached to send further emails
- Telephone script if necessary
- Select whether the lead speaks English or German and send a German or English email series accordingly
- Everything you consider useful to qualify the leads and convert them into customers
I am a Zoho Finance Partner in Germany, but I am only really familiar with Zoho Books.
So I regularly get leads from Zoho pushed into the CRM. Unfortunately, there is also quite a lot of spam. The leads via Zoho have their own layout and are provided with a specific entry as the lead source:
The following things are currently happening:
- 1 hour after the lead entry, the CRM creates an entry via a workflow that I should call the lead
- 1 day after the entry, a mail goes out via workflow where I introduce myself as a finance partner. The call to action is a link to the calendar where the lead can book a free 30-minute consultation appointment
- 2 days after the entry, a mail goes out via workflow in which I explain why I am registering, why the lead is assigned to me and with the request that the lead marks me as a partner (partner day)
- 12 days after the entry, an email goes out reminding the lead that the test phase ends in 2 days and that I could extend them as a partner for another 14 days.
All mails are only partially opened and nothing more happens.
What I would like to see:
- A meaningful campaign where it is checked much more sensitively whether the person has opened the email or clicked on the CTA, otherwise possibly a second email with the same content but a different subject line
- Integration of WhatsApp, because it may be easier to communicate with leads via WhatsApp
- Integrate videos into the communication
- A dashboard where I can see which of the emails or links are working and what percentage of leads reach which stage
- Qualification of whether the email address and telephone number are correct
- Blueprints if the leads cannot be reached by phone to send emails, if they are reached to send further emails
- Telephone script if necessary
- Select whether the lead speaks English or German and send a German or English email series accordingly
- Everything you consider useful to qualify the leads and convert them into customers