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Customer Database (CRM) Set Up

Help Artportunity Knocks set up their Customer Relationship Management (CRM) system to track their donor, volunteer, and constituent database needs more effectively.
Artportunity Knocks
Atlanta, GA, USA
Artportunity Knocks
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Artportunity Knocks
Atlanta, GA, USA

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Cause
Arts & culture
Skills
Database administration Information technology

Posted January 18th

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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 need a Salesforce professional who has experience with Non-profits in importing data into a Non-profit instance (not just in sandbox/in practice). This expert must know the Non-profit Salesforce arena. We have data on spreadsheets and want it imported correctly at setup, according to our forward-thinking objectives. We'll also need to establish accesses and restrictions at setup for what users can see in Salesforce. A CERTIFIED SALESFORCE ADMINISTRATOR is preferred for this task.

What we have in place
  • We currently have an unused Salesforce software, which should make it easy for you to get started. We also have data on spreadsheets, and the ability to provide any other information you need.
How this will help
This project will save us $10,792 , allowing us to reallocate time, effort, and funds towards expanding our Afterschool and Summer Camp programs for K-12th graders in Georgia.

Our growing organization would benefit immensely from this project. We have collected data over the years that has been underutilized and disproportionate to the extent of the good work we execute. We hope the right professional can help us set up our Salesforce software to accurately measure and track our customer, volunteer, and donor base according to our long-term strategic plans.

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

Artportunity Knocks
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Causes
Arts & culture Education Youth development
Posted by
Chris W
Chris W.

Executive Director

Our mission

Artportunity Knocks mission is to empower youth to excel in positive arts self-expression, Education, Community Service and bridging cultures through the Arts. We accomplish this mission through a variety of afterschool programs, mentoring camps, classes, and events that promotes positivity, unity, and excellence in the Arts. We primarily serve students in grades K-12.

What we do

We support students through:

1. Year-round Arts Enrichment
2. Afterschool Programs
3. Summer Camps
4. Live performances
5. Daily hot meals program
6. Community events

Testimonials

Read the Impact Story
Edward was great in setting us up with Salesforce. We didn’t have anything included within the platform. He was pleasant in his communication with our team members.
Chris W.
Chris W.

Executive Director

Customer Database (CRM) Set Up Project

(No testimonial has been submitted by Edward)
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