Customer Database (CRM) Set Up
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
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.