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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

Feedback

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.

Skills: CRM, PHP, Project Management, Zoho

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About the Employer:
( 0 reviews ) London, United Kingdom

Project ID: #20808222

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