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Customer Database (CRM) Set Up
Help American Indians in Texas at the Spanish Colonial… 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 are working with Everyaction and now working to train other team members on how to use it for their departments. I need help understanding coding processes.
What we have in place
- We currently have Everyaction CRM, which should make it easy for you to get started. We also have EA360 (software plan), and the ability to provide any other information you need.
How this will help
This project will save us $10,792 , allowing us to increase our programing capacity, data hygiene, and improve our relations with the community.
This project is important because we switching CRM platforms and need to integrate day to day operations with this software.
Project plan
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Our mission
The Mission of the American Indians in Texas at the Spanish Colonial Missions is to work for the preservation and protection of the culture and traditions of the Tap Pilam Coahuiltecan Nation and other indigenous people of the Spanish Colonial Missions in South Texas and Northern Mexico through: education, research, community outreach, economic development projects and legislative initiatives at the local, state and federal level.