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Customer Database (CRM) Audit

Help Healing Schools Project identify a Customer Relationship Management (CRM) system to track their donor, volunteer, and constituent database needs.
Healing Schools Project
New York, NY, USA
Healing Schools Project
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Healing Schools Project
New York, NY, USA

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Cause
Education
Skills
Database administration Information technology

Posted March 14th

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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

We currently have a version of Airtable set up, but it's not really being used. We need to track clients/constituents and donors/funders. I have a list of what we're looking for to share.

What we have in place
  • We currently have a list of what we're looking for, which should make it easy for you to get started. We also have a team member leading this project, and the ability to provide any other information you need.
How this will help
This project will save us $3,315 , allowing us to offer more of our mental health and well being services to teachers of color.

We are a startup non-profit that is quickly growing. We're working on setting up our backend systems and operations to help us become more efficient and a CRM is part of this.

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

Healing Schools Project
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Causes
Education Diversity & inclusion Health & nutrition
Posted by
Megan C
Megan C.

Ops Lead

Our mission

Healing Schools Project heals teachers they can heal their students.

What we do

We provide healing circles to improve educator wellbeing and prevent burnout in schools. We support school leadership and coach them to build cultures of community care for teacher and students.

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