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Customer Database (CRM) Set Up

Help Cultura y Arte Nativa de las Americas-Carnaval Sa… set up their Customer Relationship Management (CRM) system to track their donor, volunteer, and constituent database needs more effectively.
Cultura y Arte Nativa de las Americas-Carnaval San Francisco
San Francisco, CA, USA
Cultura y Arte Nativa de las Americas-Carnaval San Francisco
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Cultura y Arte Nativa de las Americas-Carnaval San Francisco
San Francisco, CA, USA

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Cause
Arts & culture
Skills
Database administration Information technology

Posted August 5th

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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 are specifically interested in setting up our Salesforce CRM account to manage our individual donors and our volunteers.

What we have in place
  • We currently have Salesforce for nonprofits, which should make it easy for you to get started. We also have a list of donors and volunteers, and the ability to provide any other information you need.
How this will help
This project will save us $10,792 , allowing us to pay our local artists to perform at our year-round community events and the annual Festival and Grand Parade, which are all free to the public.

Individual donors and volunteers are the heart of the organization and they help keep Carnaval San Francisco both operationally and financially healthy. Having a CRM system that is catered to our organization's programming will strengthen our events and will help facilitate the lines of communication between Carnaval and our donors/volunteers .

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
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About the org

Cultura y Arte Nativa de las Americas-Carnaval San Francisco
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Causes
Arts & culture Community & economic development Education
Posted by
Rodrigo D
Rodrigo D.

Executive Director

Our mission

Carnaval San Francisco cultivates and celebrates the diverse Latin American and Caribbean roots of the Mission District and the San Francisco Bay Area. We accomplish our mission through dance, music, the visual arts and by creating spaces for community learning, school-based education, and advocacy.

Testimonials

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