Customer Database (CRM) Set Up

Help Dress for Success Northern NJ-10 Counties set up their Customer Relationship Management (CRM) system to track their donor, volunteer, and constituent database needs more effectively.
Dress for Success Northern NJ-10 Counties
Madison, NJ, USA
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Dress for Success Northern NJ-10 Counties
Madison, NJ, USA


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Posted May 25th

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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

After years of using Excel spreadsheets to track 2k+ clients, our board invested in a software- Social Solutions, an Apricot product owned by Bonterra. We are completing an initial implementation but just learned that it won't be fully-functional when they turn it to us. We will need to create reports and other "tabs." We only have a staff of 2 FT and 2 PT employees that are stretched. We desperately need help.

What We Have In Place
  • We currently have a documented "backlog" of what else we need, which should make it easy for you to get started. We also have the ability to provide any other info you need, and the ability to provide any other information you need.
How This Will Help
This project will save us $10,792 , allowing us to serve even more clients in need of our services

While our funding has declined as the result of the current economic conditions, the demand for services has increased 94% year over year. If we can't track who and how we serve them, we won't be able to function.

Project Plan

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
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.
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

Dress for Success Northern NJ-10 Counties
Our Mission

To empower women to achieve economic independence by providing a network of support, professional attire, and development tools to help women thrive in work and in life.

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