Back to all projects

Customer Database (CRM) Set Up

Help The Training Source, Inc. set up their Customer Relationship Management (CRM) system to track their donor, volunteer, and constituent database needs more effectively.
The Training Source, Inc.
Capitol Heights, MD, USA
The Training Source, Inc.
Unfollow
Log in to follow
The Training Source, Inc.
Capitol Heights, MD, USA

2

Live Projects

8

Matched Projects
2 Followers
Cause
Employment services
Skills
Database administration Information technology

Posted March 27th

Apply now
Share this project:
Customer Database (CRM) Set Up
Apply now

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 are migrating our CRM from Network for Good (Bonterra) to GiveButter and need assistance with the migration and set up of this new platform.

What we have in place
  • We currently have Network for Good Donor Management System, which should make it easy for you to get started. We also have a new GiveButter Account, and the ability to provide any other information you need.
How this will help
This project will save us $10,792 , allowing us to quickly and seamlessly transition to a new fundraising platform, thus saving additional costs we have been paying for our current platform - more than $2,700 per year.

As part of our migration to Give Butter, we would like to include historical data from our Network for Good site. This information includes historical gifts, ticket purchases, etc. GiveButter is a free platform that allows us to use peer-to-peer fundraising and additional functions that would make our fundraising more robust, it is important that we have access to these functions but also keep our historic data from Network for Good.

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
Show more

About the org

The Training Source, Inc.
Unfollow
Causes
Employment services Community & economic development Youth development
Posted by
DM
Danielle M.

Volunteer manager

Our mission

The Training Source, Inc.'s mission is to provide education, training and services that promote positive economic mobility.

The pixel