Zoho Referral Tracking Customization
Budget: $250 – $750 USD
I'm in need of a Zoho Expert who can create a custom module for tracking referrals. Here are the main aspects of the project:
We are creating a system to efficiently reach out to a large list of financial advisors and encourage them to refer their clients to us as new leads. Using Zoho CRM, Zoho Campaigns, and Zoho Analytics, this system will manage our outreach and track referrals.
Financial advisor list will be imported into Zoho Campaigns. A select number of contacts will be added to an initial 6-week weekly campaign, and once completed, they will move to the 24-month campaign.
In Zoho CRM, a custom module called "Partners" will be created to manage financial advisors who respond to our email campaign. When an advisor refers a client, we will manually enter the lead into the Leads module and link it to the advisor in the Partners module. This module will also provide a report of all referrals made by each advisor.
Additionally, Zoho Analytics will generate reports to track (lifetime and past 12 months) the total number of referrers, the number of referrals received, and the total sales from these referrals. This system aims to streamline our outreach efforts, making it easier to manage and analyze referral data, ultimately fostering stronger relationships with financial advisors and increasing our lead generation.
Zoho CRM:
- Create a custom module named "Partners" for financial advisors.
- Add financial advisors to the Partners module once they respond to the drip campaign.
- Referred leads entered into the Leads module need attributed to the corresponding financial advisor in the Partners module.
- Provide a link in the Partners module to a report listing all referrals made by each advisor.
Zoho Campaigns:
- Import the list of 10,000 financial advisors into Zoho Campaigns.
- Ensure campaign emails come from my emails address and not a generic / bulk address.
- Basic set up of two email drip campaigns:
- A 6-week weekly drip campaign.
- A 24-month monthly drip campaign.
- Ensure only a select number of advisors are added to the 6-week campaign daily.
- Transfer advisors from the 6-week campaign to the 24-month campaign upon completion.
Zoho Analytics:
Build a report to track:
- Total number of referrers (lifetime and past 12 months).
- Total number of referrals received (lifetime and past 12 months).
- Total sales made from referrals (lifetime and past 12 months).
We are creating a system to efficiently reach out to a large list of financial advisors and encourage them to refer their clients to us as new leads. Using Zoho CRM, Zoho Campaigns, and Zoho Analytics, this system will manage our outreach and track referrals.
Financial advisor list will be imported into Zoho Campaigns. A select number of contacts will be added to an initial 6-week weekly campaign, and once completed, they will move to the 24-month campaign.
In Zoho CRM, a custom module called "Partners" will be created to manage financial advisors who respond to our email campaign. When an advisor refers a client, we will manually enter the lead into the Leads module and link it to the advisor in the Partners module. This module will also provide a report of all referrals made by each advisor.
Additionally, Zoho Analytics will generate reports to track (lifetime and past 12 months) the total number of referrers, the number of referrals received, and the total sales from these referrals. This system aims to streamline our outreach efforts, making it easier to manage and analyze referral data, ultimately fostering stronger relationships with financial advisors and increasing our lead generation.
Zoho CRM:
- Create a custom module named "Partners" for financial advisors.
- Add financial advisors to the Partners module once they respond to the drip campaign.
- Referred leads entered into the Leads module need attributed to the corresponding financial advisor in the Partners module.
- Provide a link in the Partners module to a report listing all referrals made by each advisor.
Zoho Campaigns:
- Import the list of 10,000 financial advisors into Zoho Campaigns.
- Ensure campaign emails come from my emails address and not a generic / bulk address.
- Basic set up of two email drip campaigns:
- A 6-week weekly drip campaign.
- A 24-month monthly drip campaign.
- Ensure only a select number of advisors are added to the 6-week campaign daily.
- Transfer advisors from the 6-week campaign to the 24-month campaign upon completion.
Zoho Analytics:
Build a report to track:
- Total number of referrers (lifetime and past 12 months).
- Total number of referrals received (lifetime and past 12 months).
- Total sales made from referrals (lifetime and past 12 months).