CRM Data Analytics & Platform Transition / Implementation
Preferred learners
- Anywhere
- Academic experience
Categories
Skills
Project scope
- What is the main goal for this project?
-
After using various methods to collect over 12,000 email addresses for my business, I am in the process of migrating these mailing lists from one email marketing platform to another, and will involve the cleaning of existing mailing list data and preparing for population in the new system.
Possible activities include:
- Cross-checking mailing lists against customers who purchased, enrolled in course, etc for better sales follow-up.
- Manipulation of mailing list data in Excel to access and improve quality and accuracy of data.
- Use additional (already owned) SaaS software including email verification, email automation, and CRM best practices put into place.
- Help develop the new processes to replace old ones (e.g. in lead generation) to ensure future information is obtained properly.
The exact tasks would depend on the interests of the students involved as I would like to make sure it is in line with what they're learning. Additional tasks not mentioned above may also be involved depending on some key decisions which they may be involved in.
Thanks for reading! This project is for an online Excel training business. I appreciate it!
- What is the main goal for this project?
-
After using various methods to collect over 12,000 email addresses for my business, I am in the process of migrating these mailing lists from one email marketing platform to another, and will involve the cleaning of existing mailing list data and preparing for population in the new system.
Possible activities include:
- Cross-checking mailing lists against customers who purchased, enrolled in course, etc for better sales follow-up.
- Manipulation of mailing list data in Excel to access and improve quality and accuracy of data.
- Use additional (already owned) SaaS software including email verification, email automation, and CRM best practices put into place.
- Help develop the new processes to replace old ones (e.g. in lead generation) to ensure future information is obtained properly.
The exact tasks would depend on the interests of the students involved as I would like to make sure it is in line with what they're learning. Additional tasks not mentioned above may also be involved depending on some key decisions which they may be involved in.
Thanks for reading! This project is for an online Excel training business. I appreciate it!
- What tasks will learners need to complete to achieve the project goal?
-
No deliverables exist for this project.
- How will you support learners in completing the project?
-
There will be ample access for one-on-one or one-on-many meetings to ensure all students are given the resources they need.
I also have a lot of SaaS software that I've not tried out which may be of interest to students who like trying new software.
About the company
- https://excelexposure.com/
- 2 - 10 employees
- Technology, Education, Business & management
Hi, I’m Ben Currier. I’ve spent the last 15 years working in Finance & Accounting in many industries spanning video games, healthcare, real estate, and diamond jewelry, among others! In that time, I’ve seen how so many businesses can benefit from a knowledgeable Excel guru. Working on improving your Excel skills will help you save time, reduce errors, and get the most out of your financial reporting & analysis.
I am based in Kansas City at the moment. In addition to Excel Exposure’s online video lessons, I also offer Business & Finance Training workshops of varying length for online and/or on-site employee training. The goal is to help those who need to learn Excel do it in a way that helps them make bullet-proof spreadsheets and increase their confidence with the software!