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Customer Database (CRM) Audit

Help American Indians in Texas at the Spanish Colonial… identify a Customer Relationship Management (CRM) system to track their donor, volunteer, and constituent database needs.
American Indians in Texas at the Spanish Colonial Missions
San Antonio, TX, USA
American Indians in Texas at the Spanish Colonial Missions
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American Indians in Texas at the Spanish Colonial Missions
San Antonio, TX, USA

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12 Followers
Cause
Human services
Skills
Database administration Information technology

Posted May 30th

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
Additional details

Assessment of Organization's current CRM practices with recommendations on improvements such as setup, maintenance, integrations with other systems, and insights reporting

We are currently using Everyaction

What we have in place
  • We currently have Everyaction, which should make it easy for you to get started. We also have Mobilize, and the ability to provide any other information you need.
How this will help
This project will save us $3,315 , allowing us to better organize our data as well as build relationships with our community.

We will be able to better organize our data as well as build relationships with our community.

Project plan

P
Prep: Information Sharing
  • Volunteer Manager communicates current volunteer and constituent engagement practices as well as relationship management needs
  • Volunteer Manager shares out current CRM process and system (if system exists) as a starting point
  • Volunteer Manager conveys any budget and capacity considerations that might apply to ongoing CRM implementation and management
1
Milestone 1: Analysis & Recommendations
  • Professional analyzes current CRM system
  • Professional provides an initial recommended list of improvements on areas such as: overall database setup & organization, process for keeping CRM database up-to-date, optimizations to other processes connected to database (i.e. outreach, marketing, accounting, etc.), and/or reporting and analysis best practices
  • Volunteer Manager provides feedback on initial recommendations and any follow-up questions or additional areas on which they'd like the professional to advise
2
Milestone 2: Final Deliverable
  • Professional provides a final recommendation for system setup and ongoing CRM management, along with estimated costs to implement (if necessary)
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About the org

American Indians in Texas at the Spanish Colonial Missions
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Causes
Human services Arts & culture Community & economic development
Posted by
Defranco S
Defranco S.

Volunteer Coordinator

Our mission

The Mission of the American Indians in Texas at the Spanish Colonial Missions is to work for the preservation and protection of the culture and traditions of the Tap Pilam Coahuiltecan Nation and other indigenous people of the Spanish Colonial Missions in South Texas and Northern Mexico through: education, research, community outreach, economic development projects and legislative initiatives at the local, state and federal level.

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