Hubspot CRM Contact Management and Research Project

Closed
AYD Internet Marketing
Vancouver, British Columbia, Canada
Daryl Oberg
Owner
(25)
4
Preferred learners
  • Canada
  • Academic experience
Categories
Market research Customer segmentation Lead generation Sales strategy Marketing strategy
Skills
contact management systems hubspot crm internet marketing sorting research customer relationship management
Project scope
What is the main goal for this project?

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.


What tasks will learners need to complete to achieve the project goal?


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.


About the company

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.