Zoho Marketing & Sales Setup

We recently adopted the Zoho Marketing and Sales suite and now need a specialist to turn it into a fully-functioning revenue engine. The core of the job is to design and implement end-to-end email campaigns, tighten up lead management, and put true sales automation in place so that my team can focus on closing deals instead of wrestling with the platform.

Here’s what success looks like for me:
• Email Campaigns – build reusable templates, schedule sends, and set up behaviour-based follow-ups that feed directly into the CRM.
• Lead Management – create clean intake flows that capture prospects from our existing lead-generation platform, de-duplicate records, and route each contact to the correct owner automatically.
• Sales Automation – define lead-scoring logic and design sales pipelines that match our current stages, complete with nurturing sequences and deal-stage triggers.
• System Integration – connect Zoho to our external leads platform via API or native connector, ensuring data syncs both ways in near-real time.

I will consider the work complete when campaigns fire without errors, leads arrive in the right stages with accurate scores, and the dashboards clearly show movement through the sales pipeline. If you have deep, hands-on experience with Zoho CRM, Campaigns, Flow and related tools, let’s get this running smoothly.