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 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
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.
13 freelancere byder i gennemsnit £226 på dette job
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