Back to all projects

Customer Database (CRM) Set Up

Help The Sanneh Foundation set up their Customer Relationship Management (CRM) system to track their donor, volunteer, and constituent database needs more effectively.
The Sanneh Foundation
Saint Paul, MN, USA
The Sanneh Foundation
Unfollow
Log in to follow
The Sanneh Foundation
Saint Paul, MN, USA

1

Live Projects

31

Matched Projects
1 Followers
Cause
Youth development
Skills
Database administration Information technology

Posted May 15th

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 revamping our CRM System (Bloomerang) and are in need of a professional who can set up our system so that it more accurately reflects our needs. We currently use this system but it is out of date and information is inaccurate.

What we have in place
  • We currently have a Bloomerang CRM System, which should make it easy for you to get started. We also have Finance/Campaign/Reporting Structures, and the ability to provide any other information you need.
How this will help
This project will save us $10,792 , allowing us to Supply over 1,000 families with groceries for a week!

We want our Finance Department to work closer with our Advancement Department, in which designing this system to meet both needs and better track our fundraising campaigns will only make us better stewards of our donors and more efficient.

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 Sanneh Foundation
Unfollow
Causes
Youth development Education
Posted by
Brandon G
Brandon G.

Senior VP of Operations

Our mission

The Sanneh Foundation, a 501(c)3 youth development organization, provides life skills programs for at-risk children using soccer as the catalyst to empower kids, improve lives and unite communities.

What we do

The Sanneh Foundation is growing and because of the growth, we are in need of more volunteers to help with our events and programs. We have three main programs- Dreamline Program (academic and behavioral improvement), Haitian Initiative, and Free Sanneh Soccer Camps.

- We empower kids by providing leadership-skill development and mentoring, along with access to a safe and healthy environment to learn and play.

- We improve lives by supporting and promoting educational attainment through in-school and after-school programming, tutoring and college preparatory training.

- We unite communities by advancing diversity, promoting community service, and fighting racism through individual training and institutional change.

The pixel