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Customer Database (CRM) Set Up

Help lowernine.org set up their Customer Relationship Management (CRM) system to track their donor, volunteer, and constituent database needs more effectively.
lowernine.org
New Orleans, LA, USA
lowernine.org
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lowernine.org
New Orleans, LA, USA

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Cause
Disaster relief
Skills
Database administration Information technology

Posted February 12th

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

Moving stakeholder data from Constant Contact, hopsie, and google spreadsheets into Bloomerang, and setting up the system for us so we can use it to its fullest potential would be AMAZING.

What we have in place
  • We currently have purchased Bloomerang, & have CC and google sheets ready, which should make it easy for you to get started. We also have client files, and the ability to provide any other information you need.
How this will help
This project will save us $10,792 , allowing us to move into a system to communicate with past volunteers, donors, clients, and other stakeholders efficiently and effectively from one space - we love our people, and need to keep in touch with them!

We have long badly needed a CRM, but are losing a key staff person, and really need to streamline our processes to make it manageable for remaining staff - at present, just our director, who is...not as tech-savvy as she'd like to be! We adore our volunteers and donors, and have lots of good connections with them, and want to be sure to keep in touch with them effectively and consistently.

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

lowernine.org
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Causes
Disaster relief Community & economic development Housing & homelessness
Posted by
Laura P
Laura P.

Executive Director

Our mission

lowernine.org is a 501(c)(3) nonprofit organization engaged in the long-term recovery of New Orleans' Lower Ninth Ward following Hurricane Katrina and the ensuing levee breaches in 2005. We are also now engaged in meeting our community's food security needs during COVID-19, and will be engaged in that recovery also.

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