Customer Database (CRM) Set Up
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
Salesforce NPSP knowledge prefered.
JerseySTEM intends to use Salesforce to manage Grants and Donations. We need volunteers interested in preforming the business analysis, writing th user stories, perform the requirement gathering , design the business process flow .
This assignment does not involve the configurations of the solution but you will partner with the Solution Architects who will execute the design/deployment.
This is a 8-12 week commitment, 3-4 hours/week or more if available.
What we have in place
- We currently have Salesforce in place, which should make it easy for you to get started. We also have management to provide requirements, and the ability to provide any other information you need.
How this will help
This project will save us $10,792 , allowing us to enroll an additional 100 students in our program
Deploying our CRM is a key objective of the organization for a sustained growth.
Project plan
Our mission
If your address is in the US or Canada, pls read below. If you are not, we apologize but we are not able to enroll non US/Canada located volunteers.
JerseySTEM is a grassroots 501(c) nonprofit organization dedicated to bringing Science, Technology, Engineering, and Math ("STEM") education to 5th-8th grade girls in New Jersey underserved communities
We partner with socially responsible companies and their employees, youth organizations in underserved communities, and civic-minded college students and universities.
Together we develop and deliver innovative, hands-on, and online afterschool projects and inquiry-based learning opportunities that develop teamwork, 21st-century problem-solving skills, and self-esteem.
What we do
Reduce the gender gap in STEM participation;
Bridge the innovation gap in STEM education by introducing novel formats for teaching Science, Technology, Engineering, and Math;
Address the opportunity gap by expanding access to STEM programs in underserved communities.