CRM Dynamics Management
Closed
Toronto, Ontario, Canada
Project
Academic experience
40 hours per student
Student
Anywhere
Intermediate level
Project scope
Categories
Project management Customer segmentation Digital marketing Sales strategy Marketing analyticsSkills
vnext marketing microsoft dynamics 365 business development management customer relationship managementSupport VNEXT iQ in their CRM management journey to ensure all customer engagements are being documented in Dynamics 365.
- Create/upload accounts from the Microsoft MAL List in CRM, and other data bases provided by the Marketing lead.
- Ensure all Accounts have industry field filled out as well as primary contact created in CRM Dynamics.
- In alignment with Business Development Associate, ensure accounts, contacts and leads are being created.
- We’ll start a kick-off meeting to provide instructions, objectives, expectations and deadlines.
- We’ll provide a training for the students to learn Dynamics CRM functionalities, the features we have available, as well as how our sales and prospecting process work.
- We’ll walk the students through the process of creating account, contacts and leads in Dynamics CRM.
- VNEXT iQ will provide all necessary documentation and access.
- We’ll meet weekly/bi-weekly to sync on blockers, help needed, answer questions and to check on progress.
About the company
Company
VNEXT Group is a Canadian Microsoft Gold Partner, specialized in Microsoft 365, Azure and the Power Platform.
VNEXT provides professional and managed services for customers of all sizes and across all industries with strong focus on Healthcare, Legal and Government. VNEXT helps businesses maximize their Microsoft investment by implementing innovative solutions.