Customer Database (CRM) Set Up
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 have NationBuilder and are really not using it to its potential or tailoring it to meet our needs - would love some support working on this!
What we have in place
- We currently have NationBuilder set up, which should make it easy for you to get started. We also have decent past donor data, and the ability to provide any other information you need.
How this will help
This project will save us $10,792 , allowing us to focus our financial resources on our core mission of rebuilding homes and providing food security to New Orleans families, especially in the Lower Ninth Ward.
lowernine.org is currently doing a less than stellar job of its donor and stakeholder management! please help us really show our constituents how much we appreciate them, and keep in touch with them about our progress and ongoing commitment to our community.
Project plan
Our mission
lowernine.org is a 501(c)(3) nonprofit organization engaged in the long-term recovery of New Orleans' Lower Ninth Ward following Hurricane Katrina and the ensuing levee breaches in 2005. We are also now engaged in meeting our community's food security needs during COVID-19, and will be engaged in that recovery also.