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Strategic Business Institute Inc.

Data migration and CRM optimization

CRM

Project details

Target skills

  • Salesforce
  • CRM

Project need

Over our 17 years of operations we have developed a database of over 129k contacts. We have never organized our database because of lack of knowledge. We are looking for assistance/guidance to help us organize/structure our database and turn it into a money making machine. Your expertise is needed to convert our database into a SIMPLE operating list of prospects, so we can monetize our large list. Clean it up, categorize the contacts, run several test mailings, so everyone can easily use our list. We have captured the information, we have tested several database management systems, including Access, Act, Card Scan, Salesforce and many others but still have ended up with a mess of jumbled barely usable information. Our goal is to develop a simple, usable method that anyone can easily learn and use without hours of training.

Organization's mission

Our mission is to build business leaders and to enrich the lives of business professionals, seniors, children and veterans. We strive to achieve this mission by:
1. Providing opportunities for research, education, finance, marketing, management, networking, communications, personal development classes and consulting and through community involvement.
2. Developing research and learning tools for entrepreneurs, educators, nonprofits and risk takers.
3. Teaching theories that help grow strong viable businesses through education and relationship marketing techniques to help find finance, marketing, management and funding sources.

Step 1: Apply

Send the below info, and if interested, the nonprofit will select a time for a phone interview. You'll get a confirmation with everything you need to know.

More questions? Check out our FAQ

Step 2: Interview

You'll have a 30 minute call to discuss the scope and deliverables of the project directly with Strategic Business Institute Inc., and for them to confirm you're a good fit.

Step 3: Start

Once accepted, you'll be able to get right to work. We will check in with you periodically to make sure you have everything you need.