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.
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
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Testimonials
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