Back to all projects

Customer Database (CRM) Set Up

Help NORTHSIDE ECONOMIC OPPORTUNITY NETWORK(NEON) set up their Customer Relationship Management (CRM) system to track their donor, volunteer, and constituent database needs more effectively.
NORTHSIDE ECONOMIC OPPORTUNITY NETWORK(NEON)
Minneapolis, MN, USA
NORTHSIDE ECONOMIC OPPORTUNITY NETWORK(NEON)
Unfollow
Log in to follow
NORTHSIDE ECONOMIC OPPORTUNITY NETWORK(NEON)
Minneapolis, MN, USA

0

Live Projects

1

Matched Projects
0 Followers
Cause
Community & economic development
Skills
Database administration Information technology

Posted October 10th

Share this project:
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

Demographics of our clients, including gender, race, ethnic background, Services provided at different stage of business life circles, track industries, sales and jobs created and retained, geographical locations of businesses, ease of entry and retrieval of data, hours of technical assistance to clients.

What we have in place
  • We currently have a CRM System, which should make it easy for you to get started. We also have staff member responsible for organization CRM, and the ability to provide any other information you need.
How this will help
This project will save us $10,792 , allowing us to improve the delivery of services and invest in additional programs that better serve our clients' needs

This project will enable us to capture services to clients, follow up with clients, track our key production indicators (KPI) and produce reports requested by funders, the Board and management accurately and in timely manner.

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

NORTHSIDE ECONOMIC OPPORTUNITY NETWORK(NEON)
Unfollow
Cause
Community & economic development
Posted by
SO
STEPHEN O.

VP, Business Development and Lending

Our mission

Build wealth for low-to-moderate income entrepreneurs in North Minneapolis and surrounding communities

Testimonials

Read the Impact Story
(No testimonial has been submitted by STEPHEN)
(No testimonial has been submitted by Rupali)
The pixel