Customer Database (CRM) Set Up

Help Tax-Aid set up their Customer Relationship Management (CRM) system to track their donor, volunteer, and constituent database needs more effectively.
Tax-Aid
San Francisco, CA, USA
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Tax-Aid
San Francisco, CA, USA

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Posted January 21st

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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 looking for someone with Visualforce Development Experience. We are using Volunteers for Salesforce and want to improve the look and visuals as well as optimize the process.

What We Have In Place
  • Hi there. Thanks for stopping by. We need a volunteer with very specific expertise in Salesforce. We are looking for someone with Visualforce Development Experience. We are using Volunteers for Salesforce and want to improve the look and visuals as well as optimize the process.
How This Will Help
This project will save us $10,792 , allowing us to help more people with low income.

Managing and recognizing our volunteers keeps our organization working

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

Tax-Aid
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Our Mission

Through skilled volunteers, Tax-Aid provides year-round free tax services to strengthen our San Francisco Bay Area community.

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