• This project was completed on May 31, 2022
  • Matched with michel e. michel e
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Customer Database (CRM) Audit

Help B'nai B'rith (Australia New Zealand) identify a Customer Relationship Management (CRM) system to track their donor, volunteer, and constituent database needs.
B'nai B'rith (Australia New Zealand)
Caulfield South VIC 3162, Australia
B'nai B'rith (Australia New Zealand)
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B'nai B'rith (Australia New Zealand)
Caulfield South VIC 3162, Australia

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Posted May 19th

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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

Our data is current in Microsoft 365 PowerApps, which I have found to be relatively useless as a CRM, needing development from a consultant every time I am seeking a new report, additional fields...anything. PowerApps has our members, but not additional subscribers, attendees for events or other lists we are managing. We have lists everywhere! We are also looking to redevelop our website and keen for the CRM to be integrated.

What we have in place
  • We currently have a database of members and other various lists, which should make it easy for you to get started. We also have a brief of what our needs are, and the ability to provide any other information you need.
How this will help
This project will save us $3,315 , allowing us to remain focused on program and project delivery rather than spending time managing lists

As a small charity we simply do not have the time nor expertise to find the right solution. With a 75 year history locally and 175 year history internationally, we must bring ourselves into the modern age, create more efficiencies so we can focus on program and project delivery rather than list management

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

B'nai B'rith (Australia New Zealand)
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Causes
Education Arts & culture Civil rights
Posted by
Ellana A
Ellana A.

CEO

Our mission

B'nai B'rith as a worldwide entity is dedicated to improving the quality of life for people around the globe. We are a national and global leader in advancing human rights; Israel advocacy; and advocacy on vital issues concerning seniors and their families; diversity education; improving communities and helping communities in crisis. Since 1843, B'nai B'rith has played a vital role around the world. Making the world a safer, more tolerant and better place is the mission that still drives our organization.

What we do

Advocacy
Awareness
Education
Community Programs

Courage to Care Vic: We believe that ordinary people have the power to make a positive difference to the lives of others by being Upstanders.
Our Upstander Programs educate participants on the dangers of racism, prejudice, discrimination and bullying and offer practical tools to help empower participants to take positive action - in the schoolyard, workplaces, and in our communities. Our Upstander Programs are delivered by our team of skilled and dedicated volunteers and feature inspiring testimonies from Holocaust Survivor Speakers.

Testimonials

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