Canadian Public Speaker industry - CRM/GMAIL - Contacts for Campaigns
Preferred learners
Categories
Skills
Project scope
- What is the main goal for this project?
-
We are currently launching a new website for our company and we have a project that we require talented individuals that can organize our contacts in our ZOHO CRM. ZOHO is already set up with categories to assist us in entering the information for each organization/contact so that the team can go through the contacts within ZOHO CRM. The ultimate goal is to clean up our contact lists in preparation for the CRM data base, so that we can be more accurate in our systems to run future campaigns.
We also hope to compare our Gmail contacts with our zoho contacts to ensure both lists are accurate and close to the same results. We also would like to create a group of contacts for - SBC employees, SBC speakers and have those entities match in ZOHO CRM and Gmail.
We have the CRM set up already and we hope that we can optimize our system so that we can reach out to all our previous clients when launching our new website. Our 2021 goal is to become an outbound company for marketing campaigns, therefore we hope that we can set this all up correctly for mass email campaigns in the near future. The campaigns we will run will be through email only so it will be mostly data entry at the start.
IF WE HAVE TIME:
Once we have all the contacts organized, we will then run campaigns for each contact so that we can clean up the list one more time. Emails may bounce, contacts can change etc. and we hope to take our current list and improve it moving forward. If the team does not wish to manage any campaigns, there is also the opportunity to clean up our LinkedIn lists - transfer my fathers contacts to our profile, gain contacts based on our Zoho list, try to get them to like our pages on facebook and linkedin.
The types of contacts we have are:
- Clients/organizers
- Procurement/administrators for bookings
- Speakers in our roster
- Speakers outside of our roster
- Business/ Working partners
We hope for the intern to run campaigns for:
- Phone calls (interns choice if they would like to do so)
- Social Media/LinkedIn -
There are about 5000 contacts in zoho and gmail which lists are very close to one another.
- What is the main goal for this project?
-
We are currently launching a new website for our company and we have a project that we require talented individuals that can organize our contacts in our ZOHO CRM. ZOHO is already set up with categories to assist us in entering the information for each organization/contact so that the team can go through the contacts within ZOHO CRM. The ultimate goal is to clean up our contact lists in preparation for the CRM data base, so that we can be more accurate in our systems to run future campaigns.
We also hope to compare our Gmail contacts with our zoho contacts to ensure both lists are accurate and close to the same results. We also would like to create a group of contacts for - SBC employees, SBC speakers and have those entities match in ZOHO CRM and Gmail.
We have the CRM set up already and we hope that we can optimize our system so that we can reach out to all our previous clients when launching our new website. Our 2021 goal is to become an outbound company for marketing campaigns, therefore we hope that we can set this all up correctly for mass email campaigns in the near future. The campaigns we will run will be through email only so it will be mostly data entry at the start.
IF WE HAVE TIME:
Once we have all the contacts organized, we will then run campaigns for each contact so that we can clean up the list one more time. Emails may bounce, contacts can change etc. and we hope to take our current list and improve it moving forward. If the team does not wish to manage any campaigns, there is also the opportunity to clean up our LinkedIn lists - transfer my fathers contacts to our profile, gain contacts based on our Zoho list, try to get them to like our pages on facebook and linkedin.
The types of contacts we have are:
- Clients/organizers
- Procurement/administrators for bookings
- Speakers in our roster
- Speakers outside of our roster
- Business/ Working partners
We hope for the intern to run campaigns for:
- Phone calls (interns choice if they would like to do so)
- Social Media/LinkedIn -
There are about 5000 contacts in zoho and gmail which lists are very close to one another.
- What tasks will learners need to complete to achieve the project goal?
-
No deliverables exist for this project.
About the company
Speakers Bureau of Canada is a premier motivational speakers bureau and talent agency, offering a diverse array of Canadian keynote speakers, motivational speakers, virtual speakers, event hosts, and other professional speakers to organizations across the country. We specialize in connecting organizations with the most inspiring and engaging speakers to help shift the mindsets of their employees and meet organizational challenges.
As a leading Canadian speakers bureau and talent agency, we have established a comprehensive network of professional speakers and thought leaders. Our experienced team works closely with organizations to understand their unique needs and provides customized recommendations for the perfect speaker to deliver impactful and engaging presentations. Our speakers are dynamic and bring a fresh perspective, combining personal experiences and storytelling to captivate audiences and deliver practical insights that can be immediately implemented after each event.