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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.
COA
Sydney, Australia
COA
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COA
Sydney, Australia

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Cause
Human services
Skills
Database administration Information technology

Posted October 21st

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

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

COA
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Cause
Human services
Posted by
David P
David P.

Chief Provisioning Officer

Our mission

We provide care and activities for the elderly in our community with the view to enabling them to enjoy their lives to the fullest.

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