This project is canceled. Find another project
Customer Database (CRM) Set Up
Help COA 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
Migrating from FileMaker to Salesforce.
We are beginning the implementation process and have identified gaps that we require assistance with.
What we have in place
- We currently have a solution design document, which should make it easy for you to get started. We also have documented processes and flow charts, 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 emergency food services and social support to the most vulnerable seniors in our community
This project will assist us in expanding our services to more people in need, while making our current administration processes more efficient.
Project plan
Show more