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Customer Database (CRM) Set Up

Help Changing Tides Foundation set up their Customer Relationship Management (CRM) system to track their donor, volunteer, and constituent database needs more effectively.
Changing Tides Foundation
Encinitas, CA, USA
Changing Tides Foundation
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Changing Tides Foundation
Encinitas, CA, USA

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Cause
Environment
Skills
Database administration Information technology

Posted April 5th

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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

Help Setting up Salesforce

What we have in place
  • We currently have an existing database of donors and mail list, which should make it easy for you to get started. We also have a trial to salesforce, and the ability to provide any other information you need.
How this will help
This project will save us $10,792 , allowing us to focus funding on our projects.

We are in need of organization and management of our projects, partners and donors. Getting this set up will streamline our project and help keep our donors engaged.

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

Changing Tides Foundation
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Causes
Environment Community & economic development Gender equity & justice
Posted by
Becky M
Becky M.

Co-Founder

Our mission

Our Mission is to Empower Women to Protect the Planet and Promote Inclusivity in the Ocean and Beyond.

Testimonials

Read the Impact Story
Aarthi was really nice.
Becky M.
Becky M.

Co-Founder

Customer Database (CRM) Set Up Project

Becky was really helpful and understanding. She motivated me with her devotion to the cause
Aarthi Reddy K.
Aarthi Reddy K.

CRM Enthusiast !!!