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This project was completed on Feb 21, 2020
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Matched with Daron R.
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See the Impact story
Customer Database (CRM) Set Up
Womens Voices Now Inc
Womens Voices Now Inc
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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
I am looking to set up a Salesforce profile to customize and manage all contacts and programatic and partnership relationships for our organization.
What we have in place
- We currently have google spreadsheets with this information, which should make it easy for you to get started. We also have ideas of how we want salesforce to work specific to our need, and the ability to provide any other information you need.
How this will help
This project will save us $10,792 , allowing us to Carry out another summer youth training program, teaching young women from underrepresented communities leadership skills and documentary filmmaking skills, among many other programs!
This project is important because, as a grassroots non profit organization, we depend on partnerships and our network carryout our programs effectively! Getting set up in salesforce will be a triumph for us and take us to the next step so we can continue to generate programs that advocate for the rights of women and girls.
Project plan
Posted by
Clancey C.
Partnerships and Programs Manager
Our mission
Women's Voices Now (WVN) uses film to drive positive social change that advances girl's and women's rights globally.
What we do
We empower filmmakers, produce social-change films, and engage audience members to advocate for girls' and women's rights.
We carry out our mission with our film festival, our youth program, and our free online film collection.
Testimonials
It was an absolute pleasure to work with Daron on not only this project, but on the CRM audit as well. Daron is a wonderful person to collaborate with -- kind, patient, smart, and pro-active. Thank you Daron for all of your help in bringing our partner management to the next level with Salesforce! Daron took us through all the steps necessary to move from a disjointed and dysfunctional system of endless spreadsheets, to a streamlined and manageable CRM in salesforce, with customized dashboards and personalized add ons. I highly recommend Daron, he can truly work wmithyou and make sure salesforce is uniquely suited to your needs.
Clancey is so great to work with. She had a very clear vision for what Women's Voices Now needed for their CRM, was super organized with their data and made it a breeze for me to setup their Salesforce org and import all of their data. This new CRM will definitely make life easier for this nonprofit going forward. I highly recommend working with Clancey and Women's Voices Now!
