Project

Salesforce Database Customization

Women's Issues

THIS PROJECT IS

Canceled
This project will save us $10,792 , allowing us to Which will allow us to provide more workshops at an affordable rate!

What We Need

  • A Salesforce database including: a customized set of Salesforce objects, single-record editing of data and field history tracking (up to 15 object types), a customized set of views to allow table-based editing of data (up to 15 views), a customized set of reports to pull data from multiple object types (up to 15 reports)
  • Migration of Organization's current database to Salesforce
  • Training for designated staff member on new objects, reports and views
  • “Hand-off” documentation on the object schemas and any custom code

How This Will Help

In 2017 alone RISE hosted over 500 Muslim women at leadership development workshops in the Twin Cities and surrounding suburbs St Cloud and Rochester. We are witnessing rapid growth in our non-profit startup and understand the importance of having a CRM database to help us stay on top of our donor relations. Currently, all of our data is stored in google sheets which makes it difficult to put to use as we prepare for our end of the year fundraising campaigns. Having a customized CRM will streamline our financial goals and give us feedback on how we are progressing

What We Have In Place

We currently have a non profit sales force account ready to be customized which should make it easy for you to get started. We also have all financial records from our donors 2016-2018. Their names, address and amount they gave and the ability to provide any other information you need.

Fun Fact

A historical moment as we just sent out our first annual report! :)

  • Location: Remote (work anywhere)

Project Steps

Milestone 1: Information Gathering
  • Volunteer Manager provides the Professional with a detailed description of data tracking and reporting needs
  • Professional makes recommendations on Salesforce objects, views, and reports to address the Organization's needs
  • Professional proposes a schedule for data migration and Salesforce platform customization
  • Volunteer Manager prepares data for migration
Milestone 2: Data Migration and Customization
  • Professional conducts data migration
  • Professional and Volunteer Manager check accuracy of migration
Milestone 3: Handoff
  • Professional delivers handoff document to Volunteer Manager
Prerequisites for Professional
  • Proficiency in Salesforce
  • Experience creating and/or customization CRM platforms
  • Experience in database schema design and light coding
Prerequisites for Organization
  • An existing database to migrate to Salesforce
  • A preliminary data cleanse including spreadsheet merging and de-duplication
  • A list of reports to be designed
  • A Salesforce account
  • Note: Salesforce provides up to 10 free user licenses for nonprofits

Our Mission

Reviving the Islamic Sisterhood for Empowerment is on a mission to amplify the voice and power of Muslim women.