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Customer Database (CRM) Set Up

Help Human Impacts Institute set up their Customer Relationship Management (CRM) system to track their donor, volunteer, and constituent database needs more effectively.
Human Impacts Institute
Brooklyn, NY, USA
Human Impacts Institute
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Human Impacts Institute
Brooklyn, NY, USA

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Database administration Information technology

Posted November 5th

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
What we have in place
  • We currently have a contact list, which should make it easy for you to get started. We also have multiple spreadsheets, and the ability to provide any other information you need.
How this will help
This project will save us $10,792 , allowing us to save time spent on administration, by focusing on developing and implementing more programs.

We have chosen the DonorPerfect CRM system which will pull together our fragmented information, help us recognize our donors consistently, facilitate event planning, track memberships and grants. We feel this will help us grow to the next level so we may provide more programs and education.

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

Human Impacts Institute
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Causes
Environment Arts & culture Community & economic development
Posted by
Virginia J
Virginia J.

Chief of Staff

Our mission

We are building a global cultural movement to inspire BIG, BOLD, and BEAUTIFUL climate actoin. We are a creative, action-oriented community of arts, policy, science, communications, and business experts committed to creating and sharing innovative approaches to tackling social and environmental challenges.

What we do

The Human Impacts Institute was founded in 2011 and over the course of the past seven years, HII has provided over 1,200 hours of environmental educational programming across several core themes. The themes include stewardship-based initiatives such as Tree Care, environmental justice public resources such as the Impact Hours series, and climate communication programs such as the Creative Climate Awards, a competition bringing climate-inspired art to NYC audiences and beyond. HII's framework focuses on using arts and creativity as a tool for strengthening traditional environmental action methods. HII has developed environmental programs on a variety of topics for diverse audiences. Programs include youth environmental leadership intensives, community environmental workshops, local estuary and tree care stewardship opportunities for all ages, and more. These programs strive to integrate creative projects such as film and video, graphic design, tree guard building, and more.

We know there's a gap between knowing, understanding, and taking action. By building diverse communities and connecting you to solutions in beautiful and engaging ways, we inspire you to take action by making issues personal and practical to your life.