This project will save us $4,000, 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.
A historical moment as we just sent out our first annual report! :)
Volunteers: 30-50 hours
over 1-2 months
Organizations: 4-7 hours
Remote (work anywhere)
Requirements: This project requires a short interview with the organization. If your application is accepted, you'll receive an email from Catchafire with instructions to schedule a call.