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Customer Database (CRM) Set Up

Help Urban Rivers set up their Customer Relationship Management (CRM) system to track their donor, volunteer, and constituent database needs more effectively.
Urban Rivers
Chicago, IL, USA
Urban Rivers
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Urban Rivers
Chicago, IL, USA

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Cause
Environment
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Database administration Information technology

Posted July 8th

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

We are setting up a Saleforce CRM for donor relationship management, volunteer scheduling and gathering general metrics about our supporters. We have V4S (volunteers for salesforce) already installed and would like someone to help set up the system and integrate our small team in the software. We have supporters we would like to integrate from flipcause and kickstarter and migrate our existing calendly process over to V4S.

What we have in place
  • We currently have a salesforce account, which should make it easy for you to get started. We also have CSV's of existing donors, and the ability to provide any other information you need.
How this will help
This project will save us $10,792 , allowing us to further expand our volunteer efforts and create meaningful connections with the Wild Mile.

We have gone 5 years with adhoc CRM methods and scheduling. So far we have invested a lot of effort into using "simpler" tools which end up hitting a wall. We want to integrate all our contacts, volunteers and supporters into something which helps us manage relationships better and identify those who stand out.

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

Urban Rivers
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Causes
Environment Animals Education
Posted by
NW
Nick W.

Executive Director

Our mission

To transform urban rivers into urban wildlife sanctuaries, for the betterment of the people and wildlife that use them.

What we do

Urban Rivers' has installed 2,000 square feet of floating gardens on the Chicago River since 2017 and is now focused on building out an urban wildlife sanctuary, the Wild Mile.

Urban Rivers' current objectives:
- Increase habitat
- Improve water quality
- Inspire innovation
- Educate the public

...All while beautifying the Chicago River!