Hubspot CRM Contact Management and Research Project

Closed
AYD Internet Marketing
Kelowna, British Columbia, Canada
Daryl Oberg
Owner
(25)
4
Project
Academic experience
40 hours per learner
Learner
Canada
Intermediate level

Project scope

Categories
Market research Customer segmentation Lead generation Sales strategy Marketing strategy
Skills
contact management systems hubspot crm internet marketing sorting research customer relationship management
Details

The main goal for the project is to filter and sort existing Hubspot CRM contacts into relevant leads, update contact information for relevant leads or collaboration contacts, and research recent activities in their business or industry trends to facilitate outreach. This will involve several different steps for the learners, including:


- Learning about AYD Internet Marketing's existing CRM system and contact management processes.


- Filtering and sorting existing contacts in the Hubspot CRM to identify relevant leads and collaboration contacts.


- Updating contact information for relevant leads or collaboration contacts.


- Researching recent activities in the business or industry trends of the relevant leads to facilitate outreach.


Deliverables


By the end of the project, learners should complete the following tasks:


- A report on the filtered and sorted relevant leads and collaboration contacts in the Hubspot CRM.


- Updated contact information for relevant leads or collaboration contacts.


- Research findings on recent activities in the business or industry trends of the relevant leads to facilitate outreach.



Final deliverables:


- A final report including the filtered and sorted relevant leads, updated contact information, and research findings.


- A presentation explaining the research and findings from the report.


Mentorship

Mentorship through weekly or more frequent meetings and a chat group to ask questions at any time. You will work directly with the company owner who will advise and teach as needed.

About the company

Company
Kelowna, British Columbia, Canada
0 - 1 employees
Marketing & advertising

We help established companies already investing in marketing and looking to expand it more profitably.

We can save you money and create a new strategy around paid advertising, social media strategy, brand awareness, and Google search to increase the number of people aware of your service or product and ready to buy.

We work with B2B or B2C companies and work with clients all over North America.