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Customer Database (CRM) Audit

Help Rooted WI Inc. identify a Customer Relationship Management (CRM) system to track their donor, volunteer, and constituent database needs.
Rooted WI Inc.
Madison, WI, USA
Rooted WI Inc.
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Rooted WI Inc.
Madison, WI, USA

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Cause
Health & nutrition
Skills
Database administration Information technology

Posted April 29th

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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 use Little Green Light and have a lot of constituent clean up to do. We have over 8000 constituents with only 700 donors. We need help rethinking our systems and documenting a process for inputting information so it is clear to future employees.

What we have in place
  • We currently have the ability to run any reports which may be helpful, which should make it easy for you to get started. We also have a team that is motivated to get this figured out, and the ability to provide any other information you need.
How this will help
This project will save us $3,315 , allowing us to have more time to focus on other development activities.

We recently hired a consultant to draft our first-ever Development Plan. It is exciting to see our financial goals identified over the next three years. Now I want to be sure we can track our success accurately using our CRM.

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

Rooted WI Inc.
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Causes
Health & nutrition Community & economic development Education
Posted by
Ginny H
Ginny H.

Interim Co-Executive Director

Our mission

Collaborations rooted in food, land, and learning.

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