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.
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
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Testimonials
It was nice getting to know Preeti. She's a great researcher!
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