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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.
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
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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.