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Customer Database (CRM) Set Up

Help Hill Dance Academy Theatre set up their Customer Relationship Management (CRM) system to track their donor, volunteer, and constituent database needs more effectively.
Hill Dance Academy Theatre
Pittsburgh, PA, USA
Hill Dance Academy Theatre
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Hill Dance Academy Theatre
Pittsburgh, PA, USA

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Cause
Arts & culture
Skills
Database administration Information technology

Posted February 7th

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 have a multitude of physical files and documents of our donors, funders and employees that we would like in a CRM system. We are very new to this so we are starting from the ground up.

What we have in place
  • We currently have reports of our donors and funders, which should make it easy for you to get started. We also have physical copies that can be digitalized, and the ability to provide any other information you need.
How this will help
This project will save us $10,792 , allowing us to provide our students with the resources to dance intensives, camps and performances to experiences.

This project will help our organization have better communication and relationships with our donors, board and employees. We will also be able to better anticipate the needs of our staff and parents.

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

Hill Dance Academy Theatre
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Causes
Arts & culture Education Youth development
Posted by
Michia C
Michia C.

Administrative Assistant to the Artistic Director/

Our mission

The Mission of Hill Dance Academy Theatre, to develop and train students 3 to 18-year-olds, in Black Dance Traditions, expand knowledge of Black Dance Traditions and, develop emerging Dance Artists to sustain Black Dance as an Art form in Black communities.

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