About

Starting Semester: Spring 2026
Assigned: No
Location: Marietta

The Chai Box

Client Profile

Sustainable and ethically sourced small batch Chai company specializing in loose leaf blends and Chai concentrate.

Project Description

Building and Testing a CRM Database to Support Growth Strategy



The goal is to design, implement, and validate a Customer Relationship Management (CRM) database that enables a small company to better understand its customers, streamline sales and marketing efforts, and support long-term growth.



1. Planning and Design



Identify business objectives: customer acquisition, retention, upselling, and improved service.



Define key data fields: customer demographics, purchase history, communication logs, lead sources, support tickets, etc.



Map workflows: sales pipeline stages, marketing campaigns, customer support processes.





2. Database Development



Build a scalable structure to store customer and lead information.



Integrate with existing tools (email, website, accounting, or e-commerce systems).



Establish user roles and access controls to ensure data security.





3. Testing and Validation



Conduct data migration tests to ensure accuracy when importing existing records.



Run functional tests on key features (lead tracking, automated reminders, reporting dashboards).



Test performance with increasing data volume to ensure scalability.



Validate usability with end-users, collecting feedback to refine workflows.





4. Optimization and Growth Alignment



Develop analytics and reporting features to track KPIs such as customer lifetime value, churn rate, and conversion rates.



Implement automation for repetitive tasks (follow-ups, email campaigns, lead nurturing).



Continuously test and update the CRM to align with evolving growth strategies.





Outcome

A robust, user-friendly CRM database that centralizes customer data, improves decision-making, enhances customer relationships, and provides a foundation for sustainable business growth.

Skills

Database design and management (SQL/MySQL/PostgreSQL)

Data migration, cleaning, and validation

Systems integration (email, marketing, e-commerce, accounting)

Analytics and reporting (dashboards, KPIs, customer insights)

Workflow automation (sales and marketing processes)

Data security and compliance awareness

Project management and business alignment