Virtual Internship: Automating Sales Funnel Tracking + CRM Implementation
Preferred learners
Categories
Skills
Project scope
- What is the main goal for this project?
-
Our organization is able to offer a virtual internship opportunity for 1 student.
The primary focus for the student will be automating our sales funnel tracking by consolidating our processes from beginning to end using our CRM (Zoho) as the end point.
At the moment there are several data collection points that are disconnected:
- We rely on manually inputting the majority of our web leads and results into our CRM Zoho
- Our web leads flow into our Mailchimp account but there is no connectivity with our CRM.
- We track web traffic and conversions with Google Analytics but have no meaningful way to determine ROI on our marketing spend
Our goal at the end of this experience is to have a streamlined Sales Funnel Tracking System and CRM system that is automated.
Other duties the student may complete could include:
- Using our current strategy to create a new and augmented CRM marketing campaign
- Mapping customer journey and automating personalized digital marketing.
- Applying standard marketing analytics and CRM processes to sales funnel.
- Analyzing SEO and current Google Analytics campaigns to create email marketing campaigns with relevant key words
We will plan to communicate with our virtual intern using these communication tools: Phone, Riipen messaging, Asana, email, and video conferencing.
Student's primary contact: Dawne Eisenberg; Director of Awesome/CEO; dawne@popevents.ca
Secondary contact: Matthew Burpee; marketing@popevents.ca
- What is the main goal for this project?
-
Our organization is able to offer a virtual internship opportunity for 1 student.
The primary focus for the student will be automating our sales funnel tracking by consolidating our processes from beginning to end using our CRM (Zoho) as the end point.
At the moment there are several data collection points that are disconnected:
- We rely on manually inputting the majority of our web leads and results into our CRM Zoho
- Our web leads flow into our Mailchimp account but there is no connectivity with our CRM.
- We track web traffic and conversions with Google Analytics but have no meaningful way to determine ROI on our marketing spend
Our goal at the end of this experience is to have a streamlined Sales Funnel Tracking System and CRM system that is automated.
Other duties the student may complete could include:
- Using our current strategy to create a new and augmented CRM marketing campaign
- Mapping customer journey and automating personalized digital marketing.
- Applying standard marketing analytics and CRM processes to sales funnel.
- Analyzing SEO and current Google Analytics campaigns to create email marketing campaigns with relevant key words
We will plan to communicate with our virtual intern using these communication tools: Phone, Riipen messaging, Asana, email, and video conferencing.
Student's primary contact: Dawne Eisenberg; Director of Awesome/CEO; dawne@popevents.ca
Secondary contact: Matthew Burpee; marketing@popevents.ca
- What tasks will learners need to complete to achieve the project goal?
-
No deliverables exist for this project.
About the company
Pop! Events Group specializes in producing social, team building and marketing events for companies in the greater Toronto area. We are also an in-house supplier of gift wrapped/ party ready toys for Corporate Children's Holiday Parties and a variety of Unique Event activations and rentals for a variety of different event types.