CRM Consolidation and Sales Pipeline Setup

Closed
Enviro Integration Strategies Inc.
Saskatoon, Saskatchewan, Canada
CEO, Founder
(9)
5
Project
Academic experience
60 hours of work total
Learner
Anywhere
Intermediate level

Project scope

Categories
Market research Customer segmentation Sales strategy Databases
Skills
sales pipelines consolidation business to business customer relationship management customer analysis marketing research market segmentation
Details

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.

Deliverables
  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.
Mentorship
Domain expertise and knowledge

Providing specialized, in-depth knowledge and general industry insights for a comprehensive understanding.

Skills, knowledge and expertise

Sharing knowledge in specific technical skills, techniques, methodologies required for the project.

Hands-on support

Direct involvement in project tasks, offering guidance, and demonstrating techniques.

Tools and/or resources

Providing access to necessary tools, software, and resources required for project completion.

Regular meetings

Scheduled check-ins to discuss progress, address challenges, and provide feedback.

Supported causes

The global challenges this project addresses, aligning with the United Nations Sustainable Development Goals (SDGs). Learn more about all 17 SDGs here.

Responsible consumption and production

About the company

Company
Saskatoon, Saskatchewan, Canada
2 - 10 employees
Environment, Mining, forestry & fishery, Clean technology
Representation
Women-Owned Small Business Sustainable/green

EIS is sparking a mine waste revolution, focused on facilitating rapid change to reduce waste management risks, and to increase the resilience of responsible mining organizations. EIS can help mining companies to:

• Understand and evaluate the relative risks of their waste portfolio, to support decision-making and prioritization of effort and spend on improvements,
• Engage internal teams, by breaking down silos and facilitating collaboration,
• Assess the potential for value-add products within current or future “wastes”, as well as facilitate potential partnerships to reduce waste volumes,
• Discover system-based improvement opportunities, and avoid major lifecycle development and operational risks, associated with potential impacts, and
• Ease the change adoption cycle for more responsible operations.