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.
American Indians in Texas at the Spanish Colonial Missions
San Antonio, TX, USA
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American Indians in Texas at the Spanish Colonial Missions
San Antonio, TX, USA

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Posted August 9th

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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

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

American Indians in Texas at the Spanish Colonial Missions
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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.

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