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Customer Database (CRM) Set Up

Help Passageways, Ltd. set up their Customer Relationship Management (CRM) system to track their donor, volunteer, and constituent database needs more effectively.
Passageways, Ltd.
Wichita, KS, USA
Passageways, Ltd.
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Passageways, Ltd.
Wichita, KS, USA

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Cause
Military & veterans affairs
Skills
Database administration Information technology

Posted January 24th

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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 have a CRM, Network for Good, that does contain our donor information. However, we need it to also be able to track volunteer hours. We have volunteers set up in our database but no way to track their volunteer hours. Not sure if Network for Good will allow modifications.

What we have in place
  • We currently have a CRM, which should make it easy for you to get started. We also have created groups for our volunteers, and the ability to provide any other information you need.
How this will help
This project will save us $10,792 , allowing us to concentrate on the Heroes we serve.

Many grants we go after ask about how many volunteers and how many hours they provide. We also need the information for our financials.

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

Passageways, Ltd.
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Causes
Military & veterans affairs Housing & homelessness
Posted by
Susan M
Susan M.

Co-Founder

Our mission

Providing Hope to our US Military Veteran Heroes.

Testimonials

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