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Customer Database (CRM) Set Up

Help Young Masterminds Initiative, Inc set up their Customer Relationship Management (CRM) system to track their donor, volunteer, and constituent database needs more effectively.
Young Masterminds Initiative, Inc
Brooklyn, NY, USA
Young Masterminds Initiative, Inc
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Young Masterminds Initiative, Inc
Brooklyn, NY, USA

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Cause
Youth development
Skills
Database administration Information technology

Posted November 16th

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

Our organization relies heavily on the efficient use of Airtable, and I believe that incorporating automation into our processes can enhance user engagement and streamline our workflow. To achieve this, I am currently seeking skilled volunteers who can provide direct training assistance and education for Airtable, specifically focusing on intermediate-level challenges, including the integration of automation with other platforms such as Zapier and SuperPhone.

What we have in place
  • We currently have an organization that relies heavily on Airtable information, which should make it easy for you to get started. We also have basic integration currently w/Zapier, SuperPhone, and Google, and the ability to provide any other information you need.
How this will help
This project will save us $10,792 , allowing us to allowing us to direct funds and attention toward programming. We have limited resources and are mostly volunteer based. (1 full time, 1 part time employee)

This project will allow me to become more efficient in managing our participants, volunteers, partners and donors, as well as creating automated systems for our small team to be able to be more effective and efficient in our work.

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

Young Masterminds Initiative, Inc
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Causes
Youth development Community & economic development Diversity & inclusion
Posted by
James S
James S.

Program Coordinator

Our mission

Our Mission is to empower young men of color to redefine their futures through relatable mentorship, wellness practices, skill-building, and positive experiences that foster leadership, brotherhood, and personal growth.

What we do

The Young Masterminds Initiative promotes leadership and positive self-awareness by creating unique experiences that teach young men of color about the value of brotherhood, community, and the pursuit of excellence, using a combination of peer learning, outdoor education, and mentorship programs.

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