Customer Database (CRM) Audit
Help Impact Life identify a Customer Relationship Management (CRM) system to track their donor, volunteer, and constituent database needs.
Customer Database (CRM) Audit
Project details
What we need
- Assessment of Organization’s current CRM practices with recommendations on improvements such as setup, maintenance, integrations with other systems, and insights reporting
- Recommendations on a new CRM system and related costs (if necessary) such as Airtable, Bloomerang, Kindful, Raiser's Edge, Salesforce, or Salsa CRM
- Note: This project does not include implementation of recommended CRM platform. For a project to advise and implement an entire system, try our Customer Database (CRM) Setup project
Language proficiency requirements
English and Egyptian proficiency is required. You will not be able to apply if you do not meet this requirement. Learn more about language proficiency requirements.
Additional details
Hello we currently have two - Salesforce and Alleva. We need to determine which one is better for us based on need.
What we have in place
- We currently have the time and CRMs available, which should make it easy for you to get started. We also have internal staff idetified for this project, and the ability to provide any other information you need.
How this will help
This project will save us $3,315 , allowing us to put that money towards direct service support.
We need to begin tracking screening calls and potential donors.
Project plan
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Our mission
Impact Life is an innovative behavioral health organization whose mission is to build a solid foundation of recovery through unique recovery residences, harm reduction programs, peer support, workforce development, and cultural and spiritual experiences for Delaware residents.