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Customer Database (CRM) Set Up

Help Empowering the Masses set up their Customer Relationship Management (CRM) system to track their donor, volunteer, and constituent database needs more effectively.
Empowering the Masses
Dallas, TX, USA
Empowering the Masses
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Empowering the Masses
Dallas, TX, USA

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Cause
Human services
Skills
Database administration Information technology

Posted February 12th

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 would like to organize our CRM system for multiple departments date. We are looking for who understand and above average knowledge of Monday.com system to assist this project.

What we have in place
  • We currently have Monday.com system ready, which should make it easy for you to get started. We also have date is ready, and the ability to provide any other information you need.
How this will help
This project will save us $10,792 , allowing us to provide meals and groceries to our weekly food pantry, multiple education training, add children and seniors programs to provide what they need, and join our community events to share information.

We need automate our process to save time and tracking data on time. So when we need to pull date information, we don't have to go through all date every time.

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

Empowering the Masses
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Causes
Human services Community & economic development Education
Posted by
Ayumi T
Ayumi T.

ResearchSpecialist Community Outreach Coordinatorr

Our mission

Our Mission
We are striving to change the trajectory of the lives of the individuals we serve through education and life skills training

What we do

We have over twenty years of experience in the Medical and Education Fields alone. We use this experience to advocate and promote training that will aide in job readiness.


We are providing basic needs, educational services and resources. It is our vision to help individuals gain self worth and financial independence. We strive for them to become self sufficient to improve their quality of life and the life within their community.

Education + Advocacy = Empowerment

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