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Customer Database (CRM) Audit

Help www.calmerchoice.org identify a Customer Relationship Management (CRM) system to track their donor, volunteer, and constituent database needs.
www.calmerchoice.org
South Yarmouth, MA, USA
www.calmerchoice.org
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www.calmerchoice.org
South Yarmouth, MA, USA

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Cause
Human services
Skills
Database administration Information technology

Posted May 12th

Customer Database (CRM) Audit

Project details

What we need
  • Assessment of Organization’s current CRM practices with recommendations on improvements such as setup, maintenance, integrations with other systems, and insights reporting
  • Recommendations on a new CRM system and related costs (if necessary) such as Airtable, Bloomerang, Kindful, Raiser's Edge, Salesforce, or Salsa CRM
  • Note: This project does not include implementation of recommended CRM platform. For a project to advise and implement an entire system, try our Customer Database (CRM) Setup project
Additional details

Hello,
My organization; Calmer Choice, currently uses the Neon CRM fundraising platform. It's not being used to it's full capacity and information fields are outdated/not needed. Looking for a volunteer to help audit and help us determine best data collection fields and recommendations on how to best to segment and engage these segments for fundraising and marketing our programs to the community.
www.calmerchoice.org

What we have in place
  • We currently have a list of frustrations and a list of what we need, which should make it easy for you to get started. We also have a staff person who can work with volunteer, and the ability to provide any other information you need.
How this will help
This project will save us $3,315 , allowing us to redirect this spend to implementing the changes needed to our database through a contract hire who can help us with database clean up and organization.

We aren't tapping into our full protentional fundraising abilities. We selected this CRM product in our organization's infancy and it hasn't been transitioned into our next phase of growth as an organization that has served over 40,000 people.

Project plan

P
Prep: Information Sharing
  • Volunteer Manager communicates current volunteer and constituent engagement practices as well as relationship management needs
  • Volunteer Manager shares out current CRM process and system (if system exists) as a starting point
  • Volunteer Manager conveys any budget and capacity considerations that might apply to ongoing CRM implementation and management
1
Milestone 1: Analysis & Recommendations
  • Professional analyzes current CRM system
  • Professional provides an initial recommended list of improvements on areas such as: overall database setup & organization, process for keeping CRM database up-to-date, optimizations to other processes connected to database (i.e. outreach, marketing, accounting, etc.), and/or reporting and analysis best practices
  • Volunteer Manager provides feedback on initial recommendations and any follow-up questions or additional areas on which they'd like the professional to advise
2
Milestone 2: Final Deliverable
  • Professional provides a final recommendation for system setup and ongoing CRM management, along with estimated costs to implement (if necessary)
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About the org

www.calmerchoice.org
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Causes
Human services Education Violence prevention
Posted by
Julia B
Julia B.

Director of External Relations

Our mission

Cultivating Awareness. Living Mindfully. Enhancing Resilience.

What we do

Calmer Choice partners with schools and community organizations across to deliver a low-cost prevention program based on practicing mindfulness. Our programming equips children with a suite of skills to increase inner resilience, reduce the impact of stress, manage emotional responses, learn self-control and increase their sense of well-being.

Calmer Choice helps schools integrate its program into their school culture by training school staff to deliver Calmer Choice programming directly and by providing resources for educators and parents to develop the same inner skills being taught in the classroom. In short, Calmer Choice aims to impact the culture and outcomes of an entire school and community, working one person at time toward a world where people lead lives of kindness and compassion toward themselves and others.

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