Customer Database (CRM) Set Up

Help NERDiT Cares set up their Customer Relationship Management (CRM) system to track their donor, volunteer, and constituent database needs more effectively.
NERDiT Cares
Hockessin, DE, USA
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NERDiT Cares
Hockessin, DE, USA

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Posted February 8th

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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

Currently we use Airtable as our CRM and I feel like we could be using it more effectively to properly catch all of the data we need. But I would like to know what that looks like across the organization.

What we have in place
  • We currently have Spreadsheets, Airtable access, Documents, which should make it easy for you to get started. We also have a Google drive that holds a lot of our information, and the ability to provide any other information you need.
How this will help
This project will save us $10,792 , allowing us to create reports for funders, have tangible data for grants, utilize the data to adjust our program to better serve the community we impact and grow our staff abilities.

We are in the process of streamlining a bunch of our programs so that everything flows from beginning to end, without having to always enter everything. Instead it would be nice to have drop and drag functions, auto populate and things of that nature.

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

NERDiT Cares
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Our mission

NERDiT Cares was founded in 2018, and is dedicated to closing the digital divide and creating generational wealth for underserved communities. We accomplish this through donating devices back into the community and training people to enter the technology workforce with the skills and entrepreneurial spirit they need to succeed.

Our organization is not only in the position to provide technology, but can also offer opportunity, affordability and sustainability to cultivate and inspire individuals to become leaders and lifelong learners. We are committed to helping the communities we serve become more financially independent through education and skills development.

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