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Customer Database (CRM) Set Up

Help Get Inspired set up their Customer Relationship Management (CRM) system to track their donor, volunteer, and constituent database needs more effectively.
Get Inspired
Garden Grove, CA, USA
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Get Inspired
Garden Grove, CA, USA

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Database administration Information technology

Posted November 20th

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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

I run a small non profit but I think it's time to scale my work. I need a better way to manage my donors.

What we have in place
  • We currently have and excel database, which should make it easy for you to get started. We also have someone who can be dedicated to this task, and the ability to provide any other information you need.
How this will help
This project will save us $10,792 , allowing us to do more ocean restoration work.

If we can better manage our donors, we can communicate with them and keep them as donors.

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

Get Inspired
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Causes
Environment Education
Posted by
nancy c
nancy c.

Marine biologist/Executive director

Our mission

To inspire stewardship and curiosity for the natural world through the exploration of science.

Testimonials

Read the Impact Story
Rebecca was great. She went beyond what I could ask for because of her indepth knowledge.
nancy c.
nancy c.

Marine biologist/Executive director

Customer Database (CRM) Set Up Project

(No testimonial has been submitted by Rebecca)