CRM Data Optimization
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Project scope
Categories
Data analysis Databases Data visualization Operations Sales strategySkills
hubspot crm marketing sales operations python (programming language) customer relationship management management digital marketing automationVisibility Creative Agency is looking to establish a robust marketing foundation to enhance its outreach and client management capabilities. This includes finding opportunities for data automation using python or similar strategies on Hubspot.
The project involves developing a Customer Relationship Management (CRM) system and Digital Marketing Execution to efficiently track potential clients and creative collaborators and bring in new leads.
This initiative provides learners with the opportunity to apply their classroom knowledge of sales operations, data, and coding. The goal is to equip Visibility Creative with a structured approach to managing client relationships and sales operations, supporting its growth as a creative studio.
The project deliverables include further development of the CRM system that has automations on Hubspot tailored to Visibility Creative's needs, allowing for efficient tracking of client interactions and collaborations. Organizing contacts more effectively using filters.
Providing specialized knowledge in the project subject area, with industry context.
Providing access to necessary tools, software, and resources required for project completion.
Scheduled check-ins to discuss progress, address challenges, and provide feedback.
About the organization
Visibility Creative is a boutique creative studio based in Canada, offering visual storytelling, design, and strategy for purpose-driven brands. With a strong focus on equity and impact, Visibility helps clients communicate their vision clearly through thoughtful branding and media.
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