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Customer Database (CRM) Set Up

Help Forward Progress arts & Entertainment Center, Inc. set up their Customer Relationship Management (CRM) system to track their donor, volunteer, and constituent database needs more effectively.
Forward Progress arts & Entertainment Center, Inc.
San Antonio, TX, USA
Forward Progress arts & Entertainment Center, Inc.
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Forward Progress arts & Entertainment Center, Inc.
San Antonio, TX, USA

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Cause
Youth development
Skills
Database administration Information technology

Posted April 19th

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Customer Database (CRM) Set Up
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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
What we have in place
  • We currently have A short mailing list, which should make it easy for you to get started. We also have a need, and the ability to provide any other information you need.
How this will help
This project will save us $10,792 , allowing us to actually provide a part time job to a qualified candidate.

We have been a small project based organization, one person volunteering for all things administrative. Now we are expanding and gearing up to hire employees to assist in the mission, and we need to be able to track our participants, donors and customers

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

Forward Progress arts & Entertainment Center, Inc.
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Causes
Youth development Arts & culture
Posted by
DeAnna B
DeAnna B.

Founder/CEO

Our mission

Our mission is to: Encourage creative dreamers to become Authentic Artists.

As a 501 (c) (3) nonprofit organization, we work as community conduits to cultivate God-given gifts of youth drawn to the arts and entertainment industry. Education via exposure to behind-the-scenes crafts, video production, music, stage plays and more enriches lives. The Arts teach life lessons, self confidence, professionalism and respect. We support artistic passions empowering youth to practice good work ethics and obtain gainful employment.

What we do

Create Opportunities and Provide Platforms for creative-dreamers to become authentic-Artist

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