Camille Mathière
*Les heures non utilisées ne sont pas reportables au mois suivant.
Toute heure supplémentaire est facturée à 95 €/h.
Paiement en début de période.
We analyze your current Zoho configuration, your acquisition process, and your existing client journey to identify optimization opportunities and friction points.
We design a structured and seamless client journey by defining the key stages, the necessary automations, and the overall system logic, using a UX/CX approach focused on conversion.
We configure your Zoho CRM and set up the automations, workflows, and sequences required to make your client journey fully operational.
Once the journey is ready, we run thorough tests to ensure the flow, consistency, and proper functioning of all automations.
We present the system we have implemented and guide you through how to use it so you can manage it independently.
We continue optimizing your Zoho system, adjusting automations, and improving your client journey as your business evolves.
CONTEXT
The company is a coaching firm specialized in professional skills assessments. The team consists of 9 people, including 5 Zoho CRM users.
Zoho CRM had been installed for two years but was still underutilized. Prospects mainly came through the website, LinkedIn, and referrals.
IDENTIFIED ISSUES
Leads were added manually into the CRM
The sales pipeline was not structured
Prospect follow-up was partly managed in Excel
Sales follow-ups were handled via Teams and sometimes forgotten
Email exchanges were not centralized in the CRM
MAIN CONSEQUENCE
🔴 Prospect follow-up was inconsistent and some business opportunities were not being fully leveraged.
SOLUTION IMPLEMENTED
Implementation of a first structured client journey in Zoho CRM:
1️⃣ Creation of a CRM-connected form using Zoho Forms
2️⃣ Automatic lead creation in Zoho CRM
3️⃣ Sales pipeline structuring
4️⃣ Implementation of a follow-up workflow
5️⃣ Automatic creation of sales tasks
6️⃣ Implementation of a simple email sequence (3 messages)
Creation of a sales activity tracking dashboard.
RESULTS
✔ Centralization of prospects in the CRM
✔ Structured sales follow-up
✔ Secure and automated follow-up reminders
✔ Better visibility on sales opportunities
CONTEXT
The group sells medical equipment to hospitals. The company has 150 employees, including 30 Zoho CRM users.
Zoho CRM has been used for five years and serves as the central tool for managing prospects and sales opportunities. Prospects mainly come from direct outreach, trade shows, and the website.
Several automations were already in place:
IDENTIFIED ISSUES
The marketing team generates a large volume of leads, but few are converted into sales opportunities
Sales representatives do not always follow up with prospects at the right time
Most opportunities remain stuck in the early stages of the pipeline
Lead follow-up lacks structure after the first contact
MAIN CONSEQUENCE
🔴 A significant portion of marketing-generated leads is not commercially exploited, resulting in lost sales opportunities.
IMPLEMENED SOLUTION
Implementation of an automated lead nurturing journey to qualify and guide leads through the sales process.
1️⃣ Segmentation of the contact database based on several criteria (type of organization, specialty, level of interest)
2️⃣ Implementation of a personalized nurturing email sequence (5 emails) tailored to each segment
3️⃣ Implementation of a sales follow-up workflow with automatic creation of tasks for sales representatives
4️⃣ Implementation of a lead qualification system (lead scoring) to identify the most engaged prospects
5️⃣ Automatic creation of an opportunity in the pipeline when certain engagement criteria are met
RESULTS
✔ Better qualification of prospects before sales involvement
✔ Smoother progression of leads through the sales pipeline
✔ 100% of leads processed thanks to automation
✔ Increase in the conversion rate from leads to opportunities