From Legacy to Lifecycle: Rebuilding CA's Lead Journey in Zoho CRM
The Why: CA's member acquisition team was managing leads in Engage Pro, a legacy system with no lead scoring, no automated follow-ups or marketing automation and no way to tag channels or track UTM parameters. Moving to Zoho CRM was the chance to rethink how a prospect becomes a member and streamline the processes behind it.
- Designed seven nurture tracks across membership, aquatics, the ice rink, racquet sports and group training, each with its own entry point and cadence.
- Built the strategy and reference documents that guided the rollout: a leadership-ready project plan covering five integrations, data migration and training, plus build specs and process maps.
- Built the lead scoring model and the email and SMS nurture sequences that follow up with prospects automatically.
Zoho CRM Build: By the Numbers
Status: Anticipated go-live date is November 1.