investment research

Internship Training

Tech

Learn how Genesis Engineering manages the process of researching emerging startups and suppliers in the EV space.

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What is CRM?

Watch this quick video introducing Customer Relationship Management.

Task: contribute to Genesis Engineering CRM

At Genesis Engineering, Jarod compiles information about potential and current clients in a simple Google Sheet (similar to Excel). As an engineering consulting firm, Genesis Engineering's livelihood depends on its work consulting clients in the EV/Hybrid and sustainable transportation space. He needs your help to discover and conduct brief research into new potential clients, which could be either new emerging companies (startups) or suppliers.


Since it is your first time researching potential clients, Jarod shared with you his CRM template below to fill in as conduct your research online.


Click here to start and submit your work


Approximately 45 minutes to complete