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This project was completed on Apr 12, 2022
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Matched with Mike O.
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See the Impact story
Customer Database (CRM) Audit
TOM: Melbourne
Customer Database (CRM) Audit
Project details
What we need
- Assessment of Organization’s current CRM practices with recommendations on improvements such as setup, maintenance, integrations with other systems, and insights reporting
- Recommendations on a new CRM system and related costs (if necessary) such as Airtable, Bloomerang, Kindful, Raiser's Edge, Salesforce, or Salsa CRM
- Note: This project does not include implementation of recommended CRM platform. For a project to advise and implement an entire system, try our Customer Database (CRM) Setup project
Additional details
We do not currently have a CRM system but would like to assess options to implement one. We currently use Google Suite, unconsolidated spreadsheets, email and our own brains-trust to keep track of and manage relationships with our community members. As our organisation grows and with the impact of staff turnover, we understand the importance of establishing a CRM as a single source of truth and to help scale our impact and ensuring efficient operations and management in this area.
What we have in place
- We currently have raw data (contact details and relationship history), which should make it easy for you to get started. We also have previous years' board reports and event/program reports, and the ability to provide any other information you need.
How this will help
This project will save us $3,315 , allowing us to spend time delivering events and programs that positively impact our community members
As our organisation grows so does our community/customer-base so it is important to have a single source of truth that we can scale with our organisation and that provides an efficient and robust way to manage the relationships we have with our community members as we scale and look to consolidate and formalise our processes.
Project plan
Posted by
Monique L.
Technology & Events Coordinator
Our mission
TOM's vision is a world in which technology and innovation allow every person acccess to affordable solutions to their needs. Our moonshot mission is to help 250,000,000 people by inspiring and supporting a global network of communities dedicated to this vision.
What we do
We work with people with a disability who have a specific need, "Need-Knowers", and connect them with a diverse group of professionals, including engineers, industrial designers, health professionals and tradespeople, "Makers".
Together, they design and build products that solve a complex problem and improve the everyday life of the Need-Knower. Recent prototypes include robotic arms, powered crutches, wheelchair wheel cleaners and bespoke exercise machines. The intellectual property for every product is then shared through open-source Digital Product Files, so others can replicate or iterate it in their own communities around the world.
Testimonials
Mike was very professional and friendly to work with on this project. He took the time to understand our requirements and kept in regular contact throughout the duration of the project. Mike delivered an insightful report for our team to use in the next stage of our CRM journey. It was a pleasure working with Mike and we appreciate all his efforts on this project.
Monique is smart, a joy to work with, and very professional. I'm very glad to have been matched with TOMM for this project and appreciate TOMM's trust. Thank you and I hope the report will help TOMM achieve greater heights.
