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Capital Raise: Make calls, verify contact info and populate CRM database

$15-25 USD / hour

Closed
Posted about 6 years ago

$15-25 USD / hour

Hello, I am about to start a fundraising campaign and have a number of target investors for whom I need to reach out to with new materials and to schedule meetings. The project will be completed in three phases: Phase 1: Perform research and populate [login to view URL] CRM database * send emails and/or make phone calls to investors and investment firms on list provided and identify the best person to send our materials to * research additional investors not on the list who may be a good fit for our next investment round based on criteria to be provided once you get started * determine whether target investor or fund has any alumni from either McKinsey & Co. or Kellogg GSM * find out the investor / investment fund's investment criteria to add to the CRM database notes (sector, technology types, * decide if the investor is a fit with our company, technology, stage of development, pre-revenue status, investment size ($250K - $5MM) - list relevant target investors as "Lead" and "Investor" statuses in Cloze and investors we will not be contacting in Cloze as "Inactive" and "Investor" statuses * populate the CRM database with the best person to contact as well as anyone from McKinsey or Kellogg (Full name, fund name, address, phone number, email, assistant name/number/email) * populate the CRM database with any investment criteria you found on their website or asked for and received * Prioritize McKinsey and Kellogg contacts for me to contact before Phase 2 begins Phase 2: Make contact * Prioritize investors in [login to view URL] * Create templates to send materials to different investor types (individual, family office, VC, corporate, etc.) * Work through investor list one at a time by personalizing each message to each investor with their names and company information, referring to either McKinsey contact or receptionist or someone inside the company with whom we have spoken with * Follow up on messages sent one week after sending initial messages (and some interval afterwards until we get a 'no thank you' or get a meeting scheduled Phase 3: Schedule phone and in person meetings
Project ID: 16346174

About the project

11 proposals
Remote project
Active 6 yrs ago

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11 freelancers are bidding on average $21 USD/hour for this job
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Hello Mate, I am based in London with 10 years of experience in web and application development in the UK My CRM Experience: 1. Integrated CRM with Microsoft CSP(Partner Center). 2. Integrated CRM with QuickBooks and also worked ADX Portal. 3. Plugin development, work flows and ribbon work bench Azure experience Web jobs Storage ARM templates Azure Ad authentication Hosting the web apps on azure Dynamic CRM Web portal with Azure - Gated Community Management System: Tools & Technologies Used: Angular JS, C#.NET, Web API, JavaScript & JQuery, SQL Server 2014, Visual Studio 2013, TFS, LINQ, DevExtreme HTML5 JS Components. - Microsoft Dynamics CRM Integration: Tools & Technologies Used: C#.NET, XRM Sdk, JavaScript & JQuery, Visual Studio 2013, SVN, Azure SDK, Web API, Windows Service. Our Process : 1) Discover & strategy 2)Design Concept 3)Creative development 4)Final Product 5)SEO We can offer you a best in breed service proposition for all your development needs. Note : Using Core Agile Methodology principles when developing your project. Looking forward to hearing from you! Regards: Nitin
$15 USD in 40 days
5.0 (3 reviews)
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$15 USD in 40 days
5.0 (1 review)
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$22 USD in 40 days
0.0 (0 reviews)
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Hi Sir, I am the owner of Pinoy For Hire virtual assistant agency, we are U.S. based with branch overseas in the Philippines, our employees would able to handle this job, they have call center experience, familiar with web and data research. Thank you
$21 USD in 40 days
0.0 (0 reviews)
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I am an English speaking Australian office administrator of over 8 years experience. For the past 5 years I have worked as an assistant manager for a retail company. In this position, I grew and developed my skills in customer service, training and supervision as well as being able to follow instructions and prioritise milestones. I have a proven track record of accurately maintaining records and an ability to manage a wide-range of administrative processes to achieve organizational objectives in a timely manner. Thank you for your review and consideration. I look forward to speaking to you about how I can help you with your project.
$20 USD in 40 days
0.0 (0 reviews)
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$22 USD in 10 days
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Hello, my name is cindy, i am a chinese girl located in beijing, China. i have bachelor degree in tourism and master degree in marketing. i have more than 8 years working experiences as marketing managers, and 3 years working experiences as a customer-oriented and assistant job. In the meantime, I am familiar with social media and etrade platform, such as amazon and ebay. Please contact me for more details, thank you very much.
$22 USD in 40 days
0.0 (0 reviews)
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Hi there, I can only give you 15 hours a week on this project to help out. I can make the calls via Skype from the UK. Id need a script so that I can understand your service offering a bit more. At the second stage, once I get a good list together I can mock up a great looking email these contacts can respond to. I'm more of a marketing professionalism but can do BD or sales calls too. Look forward to hearing from you. Kind Regards Jeet
$22 USD in 15 days
0.0 (0 reviews)
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I need a job. I am very Dedicated, results-oriented, highly productive and an integrity worker. Relevant Skills and Experience 12yrs call center experience, inbound, outbound, email support, sales. Ihave also worked with retail like target.com. Very familiar with CRM systems and similar databases.
$22 USD in 40 days
0.0 (0 reviews)
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United States
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Member since Feb 21, 2018

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