Research Money seeks to enhance its CRM system, Zoho, by developing and refining a comprehensive contact list. The goal is to ensure that all contact information for leads and contacts is accurate and up-to-date. This involves verifying and updating details such as place of work, phone numbers, and email addresses. Additionally, the project aims to assess whether each contact is an active reader of the company's newsletters, "From The Publisher" and "Innovation This Week." By completing this project, learners will apply their knowledge of CRM systems and data management to improve Research Money's engagement with its audience.

Key Tasks:

- Gain a working knowledge of Zoho CRM to efficiently navigate and update contact records.

- Cross-check and update contact details, ensuring accuracy in fields such as place of work, phone numbers, and email addresses.

- Determine and document whether each contact is an active reader of the newsletters using available metrics within Zoho.

- Provide a report summarizing the status of contacts, including the number of active and inactive readers.

The project will result in a well-maintained and up-to-date contact list within Zoho CRM, with accurate information that enhances Research Money's ability to engage with leads and contacts effectively. Additionally, a comprehensive report will be provided, summarizing the status of contacts and offering insights into the readership of the newsletters. This report will help inform future outreach strategies.

Deliverables:

- An updated and accurate contact list within Zoho CRM.

- A report summarizing the number of active and inactive readers of the newsletters.