Zoho CRM and Cmapaigns infrastructure

We require a comprehensive and customised Zoho CRM and Campaigns framework designed around our business to make the onboarding and standard interaction with our members as efficient as possible.

Common and recurring situations in our company

Onboarding new members

Vetting and application forms

Membership networking and social events

Client interaction - member engagement

Requesting information and updates on member companies

Members profile completion and recommendations


TrustedLand description

TrustedLand is a network of SME property development professionals including architects, planners, developers, agents, surveyors and a number of other professions.

We connect & publicly present our members, displaying their professionalism and experience for commercial growth advantages.

Each member is given a company profile on our platform.

We vet all the members before they are permitted to join to ensure a high quality membership.

They pay an annual membership to participate in networking, discussion and our other benefits.

We find potential members through

Recommendation from our existing clients

Cold calling

Networking events

Industry events

Inbound internet search SEO

We want to automate the process of vetting and converting a lead into a paying member as efficiently as possible.

The same applies to after care for the membership.

Inviting members to our events.

Sharing industry, company and membership news etc etc

To give you an idea, the onboarding process looks something like below

Initial talent finding call including verbal qualification

Sending TL information PDF’s and case studies 3 days

Follow up call, emails and mutual questions, close 2 days

Digital qualification forms completed 2 days

Re-Close, profile launch Within 7 days

Send T’s & C’s Same day

Introduction email to Gi and New Member Lead with detailed description of company and USP Next Day

After 1 month

Follow up email and call to see how new member is finding things

Offer of further assistance

Review of profile

Ask further information to create introductions

We are happy to create the media to apply educate and inspire the members on platform use and benefits.

Our request is for an experienced zoho person tailor our system to bridge the process from CRM to Campaigns seamlessly so all our staff can easily and simply understand the process.

For now we do not need an uber complicated and detailed system but one that is understood quickly and automatically updated when members progress into paying clients.

Our member care is of a high standard and their success is very important to our business, so encouraging them with clear and regular information is very important.

Taidot: Asiakkuudenhallinta, PHP, projektinhallinta, Zoho

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Tietoa työnantajasta:
( 0 arvostelua ) London, United Kingdom

Projektin tunnus: #20808222

13 freelanceria on tarjonnut keskimäärin 226£ tähän työhön


Dear Sir, Hi I am preferred freelancer on this site which is an evident of great quality work we offer for our respectable clients. I am also Top Zoho One Freelancer. Thank you for providing us this opportunity to Lisää

£500 GBP 10 päivässä
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Our company provides a Lead Generation Service via the Installation of a Live Chat Box on websites. The service allows your website’s visitors to immediately interact and connect with a LIVE PERSON 24/7/365. Our Live C Lisää

£135 GBP 7 päivässä
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Hello, how are you? I am a creditist and php expert. I am very happy to have an opportunity of bidding your project. I have carefully read your posting and understood clearly what you want. My rich php development expe Lisää

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£140 GBP 7 päivässä
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Hello, I hope you're doing great !! I would like to express my interest & enthusiasm for the assignment posted by you. I am pretty much clear about the scope of work. I have excellent experience in Website Designing Lisää

£135 GBP 1 päivässä
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Hey, I am Fateh Singh, having 5-year experience in ZOHO CRM with extensive knowledge of Business Process and Customization/Development. Core Competencies : • ZOHO Consultancy • API Integration • Configurations & Cus Lisää

£250 GBP 7 päivässä
(8 arvostelua)

I have got 7 year of experience in zoho and all other apps i can implement all your requirement i am a deluge programmer also i which is a zoho programming language used for zoho creator and other workflow custom func Lisää

£135 GBP 7 päivässä
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£100 GBP 7 päivässä
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Hi, I came up with Rich ZOHO experience and have implemented many small, medium and large projects, I have worked on the following ZOHO products. ZOHO CRM ZOHO Creator ZOHO Analytic ZOHO Forms ZOHO People I have an e Lisää

£135 GBP 7 päivässä
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Hello Recruiter, Greetings of the day!! I am professional in customising zoho suite (All products) and quick book. I am able to integrate third party APIs and Software like xero, mailchimp, burst sms, active campaig Lisää

£250 GBP 7 päivässä
(0 arvostelua)

Hi, Which edition of ZOHO CRM do you have? Starter, Standard, Professional or Enterprise? I'd love to help you and would be charging you 15 GBP per hour to set-up and customize it as per your business needs. Please l Lisää

£250 GBP 7 päivässä
(0 arvostelua)

Hello I'm experienced in ZOHO CRM as well as Campaign. I'm able to setup your company as per your requirement. i hope you'll get your desired result. Thanks

£555 GBP 15 päivässä
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We are Zappyworks - a trusted ZOHO partner. We sit with the Zoho team, inside the Zoho office and help clients with Zoho solutions! We can build customized solutions or enhance existing solutions using Zoho CRM, Zoho Lisää

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