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Customer Database (CRM) Set Up

Help Community Gardens of Tucson set up their Customer Relationship Management (CRM) system to track their donor, volunteer, and constituent database needs more effectively.
Community Gardens of Tucson
Tucson, AZ, USA
Community Gardens of Tucson
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Community Gardens of Tucson
Tucson, AZ, USA

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Cause
Health & nutrition
Skills
Database administration Information technology

Posted January 10th

Customer Database (CRM) Set Up

Project details

What we need
  • Setup of selected CRM system (e.g. Airtable, Salsa CRM, Salesforce, Raiser's Edge, Bloomerang, or Kindful) including a customized set of objects, single-record editing of data and field history tracking (up to 15)
  • A customized set of views and reports to allow table-based editing and analysis of data (up to 15)
  • Migration of Organization's current database to identified CRM system
  • Training and guidelines on how to manage system and generate basic reports
  • “Hand-off” documentation on the object schemas and any custom code
Additional details

We are transitioning to Wild Apricot from Bloomerang in order to better manage our donors and members.

What we have in place
  • We currently have built out a significant amount on the new software, which should make it easy for you to get started. We also have a spreadsheet template for migration, and the ability to provide any other information you need.
How this will help
This project will save us $10,792 , allowing us to better and more efficiently serve our community members.

The migration from Bloomerang to Wild Apricot will dramatically improve our ability to track and communicate effectively with our donors and our garden members. Giving our members self-management tools through the member portal will greatly reduce our administrative time as well and improve the overall member experience.

Project plan

P
Prep: Information Sharing
  • Volunteer Manager shares current CRM system admin access along with detailed descriptions of current data tracking and reporting needs
  • Professional makes recommendations on objects, views, and reports to address the Organization's needs
  • Note: If necessary, Volunteer Manager may have Volunteer sign a Non Disclosure Agreement (NDA) prior to sharing and discussing any confidential organization information
1
Milestone 1: Data Setup & Customization
  • Professional analyzes current CRM needs and provides an initial
  • Professional conducts initial CRM setup and data migration
  • Volunteer Manager reviews initial setup and provides feedback.
2
Milestone 2: Finalizing Setup & Training
  • Professional finalizes setup and data migration
  • Professional provides basic training for Volunteer Manager and supporting staff for tracking and reporting, including guidelines for continued use of system
  • Professional is available for up to two weeks to address questions as Volunteer Manager starts to adopt new system
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About the org

Community Gardens of Tucson
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Causes
Health & nutrition Education Environment
Posted by
Scott F
Scott F.

Board Director

Our mission

To create and support accessible community gardens with Tucsonans of diverse experience levels, abilities and cultures in order to educate, foster wellness, and enhance the environment for people, plants, and pollinators.

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