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Digital Marketing & CRM Automation for U.S. Health Tech Expansion

Open
Main contact
Quadromed
Quadromed
Montréal, Québec, Canada
Tom Haitas
President
(3)
4
Project
Academic experience or paid work
120 hours of work total
Learner
Anywhere
Intermediate level

Project scope

Categories
Digital marketing Lead generation Marketing strategy Website development Artificial intelligence
Skills
application programming interface (api) sales prospecting medical devices microsoft certified professional marketing scalability artificial intelligence machine learning electrocardiography workflow automation
Details

What is the main objective of this project?


The objective is to support Quadromed’s entry into the U.S. digital health market by optimizing our CRM (Zoho), automating key workflows, and building a clear and engaging digital marketing presence. The intern will work on system integrations, CRM-driven outreach, and help deploy scalable automation using APIs and AI tools (Zia, workflows, MCP logic).

Deliverables


Students are expected to:

  • Audit and optimize our Zoho CRM, including deal stages, related tasks, and email integration
  • Create and automate email flows for prospects linked to their deal stage and activity
  • Set up Zoho Writer templates and auto-document generation for quotes, proposals, and contracts
  • Integrate calendar, tasks, and email activity using available APIs and system configurations
  • Explore Zia AI suggestions and help implement best-practice automation logic
  • Collaborate on a website update to clearly segment Canadian vs. U.S. offerings
  • Build and track LinkedIn/email campaigns, including performance dashboards
  • Design lead capture forms and integrate them into our CRM
  • Produce collateral (one-pagers, landing page content) tailored to U.S. healthcare professionals

About Us:

Quadromed is a Canadian leader in medical device distribution and digital health innovation. As we expand into the U.S. market with novel ECG diagnostics and AI-powered analytics, we’re investing in marketing, CRM optimization, and automation to build scalable growth systems.


Responsibilities:

  • Optimize Zoho CRM: tags, email flows, deals, and automations
  • Integrate email accounts to automatically track and relate communications to deals/tasks
  • Help implement Zia AI insights and system-generated next-step recommendations
  • Build workflows and API/MCP automations connecting related tasks, meetings, and documents
  • Collaborate on a website refresh to support segmented messaging (U.S. vs. Canada)
  • Create engaging email and LinkedIn content for outreach
  • Set up lead capture forms and CRM triggers
  • Track marketing performance and report on campaign effectiveness


Qualifications:

  • Student in Marketing, Business Tech, or Computer Science
  • Familiarity with Zoho CRM or similar systems
  • Experience with workflow automation or interest in AI/ML integrations
  • Basic knowledge of website builders (e.g., WordPress, Webflow)
  • Able to write clear, punchy B2B content
  • Passionate about healthcare innovation and startup growth


Mentorship
Domain expertise and knowledge

Providing specialized, in-depth knowledge and general industry insights for a comprehensive understanding.

Skills, knowledge and expertise

Sharing knowledge in specific technical skills, techniques, methodologies required for the project.

Hands-on support

Direct involvement in project tasks, offering guidance, and demonstrating techniques.

Tools and/or resources

Providing access to necessary tools, software, and resources required for project completion.

Regular meetings

Scheduled check-ins to discuss progress, address challenges, and provide feedback.

Supported causes

The global challenges this project addresses, aligning with the United Nations Sustainable Development Goals (SDGs). Learn more about all 17 SDGs here.

Good health and well-being

About the company

Company
https://www.quadromed.com
Montréal, Québec, Canada
2 - 10 employees
Hospital, health, wellness & medical
Representation
Small Business

We are a Montreal-based Canadian company specializing in the importation and distribution of medical devices to hospitals and clinics across Canada. Our comprehensive services include clinical support, educational assistance, and after-sales service for all the devices we offer. Currently, we are exploring opportunities to diversify our product range, and we find the field of medical lasers particularly intriguing.