CRM Management & Research Project
Preferred learners
- Anywhere
- Academic experience or paid work
Categories
Skills
Project scope
- What is the main goal for this project?
-
ABOUT COMPANY:
Beyond Board is a highly curated and exclusive community of board members and board eligible executives. We bring together today's most impactful leaders for peer-to-peer networking, renowned thought leadership, and board opportunities.
We are reinventing recruiting through community with a mission to bring more diversity to boards and executive leadership.
PROJECT SUMMARY:*
As we have a community of high profile individuals, it is important that we maintain accurate contact and career information on them. We need help cleaning out and accurately inputting information to our contacts profiles in our CRM (Hubspot). Below is the list of information we would need:
1. Headshot (pull from LinkedIn profile)
2. Location (pull from LinkedIn profile)
3. Current Title (pull from LinkedIn profile)
4. Current Company (pull from LinkedIn profile)
5. Current Board Held (if applicable and pulled from LinkedIn)
6. LinkedIn link
7. Gender (assumed from LinkedIn profile)
8. Minority (assumed from LinkedIn profile)
9. Identify whether they are an executive / director (based on title in LinkedIn, can explain more)We will help provide any additional training that would be needed.
PROJECT MENTOR NAME: Vanessa Diaz
EMAIL ADDRESS/ADRESSE E-MAIL: vanessa@beyondboard.co
- What is the main goal for this project?
-
ABOUT COMPANY:
Beyond Board is a highly curated and exclusive community of board members and board eligible executives. We bring together today's most impactful leaders for peer-to-peer networking, renowned thought leadership, and board opportunities.
We are reinventing recruiting through community with a mission to bring more diversity to boards and executive leadership.
PROJECT SUMMARY:*
As we have a community of high profile individuals, it is important that we maintain accurate contact and career information on them. We need help cleaning out and accurately inputting information to our contacts profiles in our CRM (Hubspot). Below is the list of information we would need:
1. Headshot (pull from LinkedIn profile)
2. Location (pull from LinkedIn profile)
3. Current Title (pull from LinkedIn profile)
4. Current Company (pull from LinkedIn profile)
5. Current Board Held (if applicable and pulled from LinkedIn)
6. LinkedIn link
7. Gender (assumed from LinkedIn profile)
8. Minority (assumed from LinkedIn profile)
9. Identify whether they are an executive / director (based on title in LinkedIn, can explain more)We will help provide any additional training that would be needed.
PROJECT MENTOR NAME: Vanessa Diaz
EMAIL ADDRESS/ADRESSE E-MAIL: vanessa@beyondboard.co
- What tasks will learners need to complete to achieve the project goal?
-
No deliverables exist for this project.
About the company
- https://www.beyondboard.co
- Business services, Events services
Curated community of board members & board eligible executives for networking, thought leadership & board opportunities.