Elegant Sales & Marketing tools integrated for success

  • HolacracyOne's mailing list management software

  • Implementing and maintaining the tool stack to support effective marketing for HolacracyOne products, services, and roles

  • Measuring and tracking the marketing funnel and sharing metrics upon request

  • Triaging requests for removal from email lists and tracking unsubscribe data

  • Creating and maintaining a centralized contact list of Holacracy-interested parties for use in marketing campaigns and event promotion

  • Creating segmented lists as requested by Marketing Maven

  • Setting up, maintaining, and administering
    • a Customer Relationship Management (CRM) system for storing useful customer and lead data
    • a system for processing Holacracy Advisor proposals and contracts
    • booking links and routing for the scheduling of Holacracy Advisor
    • platforms to support the scheduling and delivery of certification assessments

  • Providing sales support toolset for Holacracy Advisor

  • Soliciting and integrating input from Holacracy Advisor on CRM needs

Filled by