Enviro Integration Strategies Inc. is seeking to streamline its client management processes by consolidating multiple client and contact lists into a single, efficient CRM system. The current setup involves disparate lists and fragmented information currently stored in spreadsheets and text documents, leading to inefficiencies and potential data gaps. The goal of this project is to create a unified CRM database that integrates all existing client information, ensuring data completeness and accuracy. Additionally, the project aims to establish well-defined sales pipeline stages tailored to two distinct revenue streams. This will enable the company to better track sales progress and prioritize efforts for key clients. The project provides an opportunity for learners to apply their knowledge of data management, CRM systems, and sales processes in a practical setting.

1. A consolidated CRM database (using OnePageCRM) containing all existing contacts, clients, prospects, and leads, with their contact information, and custom client fields filled in for priority companies. This would include the addition of notes from past engagement calls, etc. that we have notes for - to be provided along with other contact details we have available.
2. An established system of sub-categories for our target market (by commodity, company size, number of facilities, etc.) With that established, ensuring the list of companies we have in our system have been categorized appropriately to help us in selecting our targeted "next" list of potential clients.
3. Integrations established for our users' Google gmail accounts, if available, and other integrations that may be recommended.
4. Defined sales pipeline stages for two revenue streams, implemented within the CRM system.
5. A report detailing the list of imported companies, status of data consolidation, gaps still remaining, and any challenges encountered, as well as any recommendations to consider for future CRM management, such as other capabilities the system has that we are not currently using.