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I have a steady stream of open quotes and dormant accounts stored in Zoho CRM that need purposeful, timely follow-up so we can turn them into paying customers. Every note, call, and email has to be recorded in Zoho, so please be completely comfortable navigating the platform, updating deal stages, and pulling basic reports. Scope of work • Review the existing quote pipeline and any older accounts flagged for re-engagement. • Place friendly, well-structured calls to each contact, speak in clear, fluent English, and document the results immediately in Zoho. • Send follow-up emails that feel personal—mixing a direct offer with useful information and, when appropriate, a short newsletter-style update that keeps our brand top of mind. • Keep the cadence tight: initial call/email within 24 hours of assignment, a second touch three days later, and a final touch one week after that if no reply. Acceptance criteria • All interactions logged in Zoho with next steps and outcomes. • Email copy reflects personalized offers plus concise informational content; newsletter snippets stay under 150 words. • A weekly summary report exported from Zoho showing number of leads contacted, responses, conversions, and any issues that need my attention. If you can confidently handle both phone and email outreach while maintaining spotless CRM hygiene, I’m ready to get you started right away.
Project ID: 39744540
17 proposals
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Active 8 mos ago
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17 freelancers are bidding on average $13 USD/hour for this job

With over a decade of experience, I'm a seasoned data entry specialist who's comfortable navigating complex CRMs like Zoho and ensuring immaculate data hygiene - exactly what you're seeking for this task. Logging every note, call, email, and updating deal stages in Zoho is second nature to me; your project timeline is something I've got down to a science. I'll also have no problem creating weekly reports for your review.
$8 USD in 40 days
6.7
6.7

Hello, I am experienced in sales outreach and Zoho CRM management, and I can help you convert open quotes and dormant accounts into paying customers through timely, structured follow-ups. I will review your pipeline, make clear and professional calls, send personalized emails that combine direct offers with useful updates, and follow the outreach cadence you’ve outlined to ensure no lead goes cold. All activities will be recorded in Zoho with updated deal stages, next steps, and outcomes, while maintaining complete accuracy and consistency. You will also receive a weekly summary report showing leads contacted, responses, conversions, and any issues requiring attention. I’m ready to begin right away and provide reliable support to boost engagement and sales. Regards, Zafar
$8 USD in 40 days
5.9
5.9

3x Certified Zoho Professional Hey, I am Fateh Singh, with 9-year experience in ZOHO Eco System and extensive knowledge of Business processes and Customization/Development. Core Competencies : • ZOHO Consultancy • API Integration • Configurations & Customisation • App Development • Data Migration • ZOHO Training • Support I have good exposure to different areas of ZOHO like • Custom Modules • Custom Fields • Canvas • Widgets • Blueprints • Schedules • Workflows • Validations • Advanced Formula+ • Deluge • Security Control • Process Management • Automations • Data Administration • General System Setup • Channels Setup • Portals • Reports and Dashboards I am confident that my skillset can be utilized for your project and provide the desired outcome. Please feel free to reach out if you have any questions or would like to discuss further Thanks!
$20 USD in 40 days
4.6
4.6

Hi, I am ready to start IMMEDIATELY after bid acceptance. I have read project details and I'm confident to meeting your requirements and exceeding your expectations. If you have any query please let me know. Best Regards, Pakeeza
$8 USD in 40 days
8.3
8.3

Hello, I came across your project and found it truly interesting. With over eight years of hands-on experience in this field, I have successfully delivered high-quality solutions to clients worldwide. My dedication to excellence is reflected in the 180+ positive reviews from satisfied clients. I’d love to bring this expertise to your project and ensure outstanding results. However, I do have a few important points I’d like to clarify to align perfectly with your vision. Let’s connect via chat, where I can also share relevant examples of my past work. I'm looking forward to hearing back from you! Best Regards, Divu.
$10 USD in 40 days
3.3
3.3

With my extensive background in software engineering and your need for someone well-versed in Zoho CRM, I believe I'm the ideal candidate for this lead conversion undertaking. I've spent years working with various CRM systems, Zoho included, improving their functionality and optimizing processes within multi-faceted industries. This has given me the know-how to seamlessly navigate Zoho, update deal stages proficiently and record all interactions promptly. Apart from exemplary CRM management abilities, I'm also an effective communicator. With fluent English and a knack for personalization, I ensure that calls and emails go beyond just ticking items off a task list. By blending direct offers, targeted information, and engaging newsletter-style updates within the 150-word limit you've set, my communication will not only further strengthen your brand's visibility but also foster actual conversions. Additionally, my data-centric mindset ensures spotless CRM hygiene. With me at the helm of your CRM process, you can trust that every note, call or email will be duly logged with next steps and outcomes - a necessity when managing both potential and dormant accounts effectively. Finally, I understand it is not only about reaching out but also giving you insights on progress. With my skills in basic reporting and data analysis, I'll provide weekly
$12 USD in 40 days
3.4
3.4

Hello there, I would be glad to assist you with re-engaging your open quotes and dormant accounts in Zoho CRM. With hands-on experience in Zoho CRM, I am fully comfortable updating deal stages, logging every call/email, and generating reports to ensure complete transparency and accuracy. Here’s how I can support your requirements: - Pipeline Review: Carefully analyze existing quotes and dormant accounts to identify the best re-engagement opportunities. - Professional Outreach: Make clear, friendly calls and send personalized follow-up emails designed to build trust and move contacts closer to conversion. - Tight Cadence: Execute the exact timeline you require (initial touch within 24 hours, second touch at 3 days, final touch at 7 days). - Personalized Communication: Blend direct offers with short, engaging content or newsletter-style updates under 150 words to keep your brand top of mind. - CRM Hygiene: Document every note, outcome, and next step in Zoho, ensuring all data is organized and actionable. - Reporting: Provide weekly summary reports from Zoho on leads contacted, responses, conversions, and any flagged issues. I bring strong communication skills, attention to detail, and a results-oriented approach. If you’re ready, I can begin outreach immediately and help you turn dormant accounts into active customers. Best regards, Abu Zafor
$12 USD in 40 days
2.1
2.1

As a seasoned Digital Marketing Specialist, I understand the value of diligently maintaining customer relationships in order to boost conversions. My proficiency in managing major aspects of online marketing, including SEO and SEM, content creation, social media management, analytics, and more perfectly aligns with the demands of your project. Not only have I engaged in these skills professionally, but I've also coached students on how to utilize these digital tools effectively. Having honed my CRM management skills, I'm well-versed in Zoho's features and can record every single communication with your leads flawlessly. Moreover, my keen understanding of the importance of clean data will ensure that all activities carried out during this project are tracked accurately. Further encompassing my range of expertise which includes email marketing and copywriting, I can tailor personalized yet informative emails ensuring they're under 150 words as stipulated in your project description. My commitment to client satisfaction is second to none. You'll receive a weekly summary report showcasing key metrics like the number of leads contacted, conversions, responses alongside any issues requiring immediate attention. With me on board, you can rest assured that your open quotes and dormant accounts will receive effective and prompt follow-ups
$8 USD in 40 days
0.0
0.0

I can help re-engage your dormant accounts and open quotes in Zoho CRM with professional phone and email outreach. I’ll place clear, friendly calls, send personalized follow-up emails that mix direct offers with useful info, and log every detail in Zoho with next steps. I’ll stick to your outreach cadence (24 hours, 3 days, 7 days) and provide a clean weekly report on leads, responses, and conversions. Let’s connect so I can start turning those leads into paying customers right away. Best Regards Diannah
$8 USD in 40 days
0.0
0.0

Dear Client, As an experienced professional with a comprehensive understanding of the Zoho CRM platform, I'm perfectly suited to provide you exceptional service. My background covers the full data management lifecycle, from input to analysis. I am confident in my ability to meticulously comb through your quote pipeline and flag dormant accounts for re-engagement, ensuring that no potential opportunity is left untapped or overlooked. Furthermore, having completed numerous projects involving customer outreach and engagement, my skills are honed in providing personal yet result-oriented interactions similar to what you require for this job. I take great pride in my ability to strike that delicate balance between direct offers and engaging informational content, which is guaranteed to keep your brand top of mind. Lastly, my strong project management background ensures that I strictly adhere to predefined timelines and can quickly adapt to any specific requirements. As per your request for next day follow-up calls/emails and regular weekly reports measuring leads contacted, responses, conversions, etc., I assure you that these details will be handled diligently without compromise. Join hands with me on this project and let's transform those open quotes and dormant accounts into delighted paying customers together!!! Thank you!!!
$12 USD in 40 days
0.0
0.0

Hello Abin, I appreciate the opportunity to assist with your Zoho CRM Lead Conversion Follow-Up project. With my expertise in CRM management and strong communication skills, I am well-equipped to handle your quote pipeline and dormant accounts effectively. I will start by thoroughly reviewing the existing quotes and flagged accounts, ensuring that each interaction is recorded meticulously in Zoho. My approach will include friendly and engaging calls to each contact, followed by personalized follow-up emails that incorporate meaningful offers and updates to keep your brand top of mind. You can count on me to adhere to the established cadence: reaching out within 24 hours, following up three days later, and making a final touch a week after if necessary. I will also provide you with weekly summary reports that track the number of leads contacted, responses received, and any potential issues. How do you envision the balance between personal touches and the structured follow-up process in the emails? Thanks, Muhammad Ahmad
$15 USD in 20 days
0.0
0.0

I’d be glad to help re-engage your open quotes and dormant accounts in Zoho CRM with structured, professional outreach. I have experience managing pipelines, updating deal stages, logging interactions, and generating reports within Zoho. Here’s how I’d approach your project: Pipeline Review: Organize and prioritize flagged accounts and quotes. Timely Outreach: Make friendly, fluent calls and send follow-up emails (24h, 3 days, 1 week cadence). Personalized Emails: Combine direct offers with concise, value-driven content (news updates under 150 words). CRM Hygiene: Record all notes, emails, and call outcomes immediately, with next steps clearly defined. Weekly Reporting: Provide a Zoho export summarizing leads contacted, responses, conversions, and flagged issues. I’m confident in both phone and email outreach and can begin right away. Quick question: Do you already have email templates/news snippets prepared, or should I draft them as part of the workflow?
$12 USD in 40 days
0.0
0.0

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