Customer Database (CRM) Set Up

Help The Amani Foundation set up their Customer Relationship Management (CRM) system to track their donor, volunteer, and constituent database needs more effectively.
The Amani Foundation
Brooklyn, NY, USA
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The Amani Foundation
Brooklyn, NY, USA

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Posted December 1st

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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

We do not have a CRM selected yet. We have two excel based spreadsheets that we need organized to better current historical information on donors and volunteers as soon as possible (sheets will be provided). After this we would like recommendations for free CRM software and set up if possible!

What we have in place
  • We currently have two databases of donors, which should make it easy for you to get started. We also have paypal and global giving records, and the ability to provide any other information you need.
How this will help
This project will save us $10,792 , allowing us to raise funds on a tight budget!

This will allow us to better understand our donor base and appeal to our community for year end fundraising.

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

The Amani Foundation
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Our mission

Our mission is to aid underserved children in their academic endeavors, emotional development, physical wellbeing, through full-time residential care. We support families: our ultimate goal is educational empowerment, reunification with relatives, and holistic healing. The Amani Foundation is a US-based charity that, at the request of the children's home, provides managerial oversight and financial support. The Amani Foundation is the only legal affiliate of, and exclusively supports the children's home.

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