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.
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
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Testimonials
Rebecca was great. She went beyond what I could ask for because of her indepth knowledge.
(No testimonial has been submitted by Rebecca)