Customer Database (CRM) Set Up

Help Interfaith Food Center set up their Customer Relationship Management (CRM) system to track their donor, volunteer, and constituent database needs more effectively.
Interfaith Food Center
Santa Fe Springs, CA, USA
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Interfaith Food Center
Santa Fe Springs, CA, USA

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Posted June 10th

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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 currently have a CRM designed for us but our developer is longer longer able to work with us and several of the reports are not working. We are seeking assistance determining if the current program is salvageable or if we need to look elsewhere.

What We Have In Place
  • We currently have a working program and can get program coding from developer, which should make it easy for you to get started. We also have access to the programmer (at a cost) if necessary, and the ability to provide any other information you need.
How This Will Help
This project will save us $10,792 , allowing us to follow our mission of feeding the hungry by using our precious funds to maintain facilities, staff and provide the most nutritious food possible to our vulnerable population.

We depend on our program to track usage of our food pantry by clients. We have many specialized reports (not all complete) that are necessary to report to our funders. We have been working on this program for over 10 years and it has never worked as we would like!

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

Interfaith Food Center
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Posted by
Amy C.

Finance/Development Director

Our Mission

Interfaith Food Center 's mission is to provide nutritious food to our neighbors in need in an environment that nurtures dignity and respect.

We envision a community in which everyone has access to sufficient nutritious food.