Back to all projects

Customer Database (CRM) Set Up

Help Womens Voices Now Inc set up their Customer Relationship Management (CRM) system to track their donor, volunteer, and constituent database needs more effectively.
Womens Voices Now Inc
Palos Verdes Peninsula, CA, USA
Womens Voices Now Inc
Unfollow
Log in to follow
Womens Voices Now Inc
Palos Verdes Peninsula, CA, USA

0

Live Projects

76

Matched Projects
21 Followers
Cause
Gender equity & justice
Skills
Database administration Information technology

Posted March 19th

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

We need some help setting up Salesforce for Donor & Grants Management

What we have in place
  • We currently have database (spreadsheets), which should make it easy for you to get started. We also have identified our specific needs, and the ability to provide any other information you need.
How this will help
This project will save us $6,772 , allowing us to invest more funds in outreach and programs

It will save us so much time and help us work more efficiently

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

Womens Voices Now Inc
Unfollow
Causes
Gender equity & justice Arts & culture Youth development
Posted by
Soizic P
Soizic P.

Development Director

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

Read the Impact Story
(No testimonial has been submitted by Soizic)
Soizic and Women's Voices Now are awesome to work with! This was my second Salesforce project for them and they are such a pleasure. For this project, I customized their Salesforce org so that they could track donations and grants, and have easy access to reporting and dashboards. I also trained them from both a user and admin perspective.
Daron R.
Daron R.

Salesforce CRM Consultant

The pixel