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Customer Database (CRM) Set Up

Help Chinese Culture Connection, Inc. set up their Customer Relationship Management (CRM) system to track their donor, volunteer, and constituent database needs more effectively.
Chinese Culture Connection, Inc.
Malden, MA, USA
Chinese Culture Connection, Inc.
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Chinese Culture Connection, Inc.
Malden, MA, USA

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Cause
Arts & culture
Skills
Database administration Information technology

Posted March 1st

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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 would like a volunteer to help us set up a new CRM database, to arrange our client's and donors' info. We have never used any of this type of software before, so we would like you to help us identify a suitable one to start.

What we have in place
  • We currently have all of data on our website backend, which should make it easy for you to get started. We also have our donors info in a separate spreadsheet, and the ability to provide any other information you need.
How this will help
This project will save us $10,792 , allowing us to put or time on developing new programs which can best serve our clients, and we will have some budgets to spend on marketing.

As an organization with 35 years of history, we would like to have a comprehensive database to record our past and current clients and donors. It will help us to learn better what we can offer and what our clients' preference.

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

Chinese Culture Connection, Inc.
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Causes
Arts & culture Education Youth development
Posted by
Yihua J
Yihua J.

Communications Coordinator

Our mission

Chinese Culture Connection, was founded in 1985 and incorporated as a non-profit organization in 1990. The mission of the CCC is to promote intercultural harmony, strengthen the diverse community, and build bridges between the American and Chinese people through educational interactive programs and the arts.

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