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Customer Database (CRM) Set Up

Help Diamond in the Rough set up their Customer Relationship Management (CRM) system to track their donor, volunteer, and constituent database needs more effectively.
Diamond in the Rough
Lawrenceville, GA, USA
Diamond in the Rough
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Diamond in the Rough
Lawrenceville, GA, USA

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Cause
Youth development
Skills
Database administration Information technology

Posted February 4th

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

Review current Zoho CRM and provide assistance creating/updating our existing Zoho CRM to meet the needs of our organization with customizable fields and links and flows to other Zoho products

Creating easy-to-access forms for the team to use in inputting and updating data

Training for a designated staff member on use, creating reports and views
Help create written instructions that can be placed in our procedures manual.

What we have in place
  • We currently have the Zoho platform, which should make it easy for you to get started. We also have A vision for what we want to accomplish, and the ability to provide any other information you need.
How this will help
This project will save us $10,792 , allowing us to become more efficient and effective as we grow and expand our organization.

This project is SUPER important as it will help us streamline our system and build uniformity within our organization as we expand and grow our team

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

Diamond in the Rough
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Causes
Youth development Community & economic development
Posted by
Dr. Nicole S
Dr. Nicole S.

Founder & Executive Director

Our mission

Diamond In The Rough (DITR), an award winning, faith-based, non-denominational, youth development and leadership program dedicated to "Transforming the world . . . One child, one family, one community at a time".

Our mission is to provide preparation, inspiration, nurturing and knowledge to girls ages 4-18 through group mentoring, leadership training, career coaching and family enrichment activities.

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