Customer Database (CRM) Set Up
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 need help setting up Dynamics 365 with an Azure grant from Microsoft. Only apply if you have experience setting up Dynamics with Azure. We DO NOT need support with sales force. Please only apply if you have experience with Microsoft dynamics and specifically setting up with Azure.
What we have in place
- We currently have a Microsoft grant, which should make it easy for you to get started. We also have Wordpress website using wpforms, 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 on making impact.
This project is essential for maintaining constituent relationships and ultimately for reaching our goal to recover 1 million pounds of debris.
Project plan
Our mission
Ocean Blue Project is a grassroots environmental charitable organization with a Mission to protect the health of humans, our One World Ocean, beaches, and rivers through collaborative community driven plastic pollution relief, service learning projects, scientific research, and youth education.
What we do
Ocean Blue Project is an authentic grassroots nonprofit on a mission to clean the ocean. Our goal is to rehabilitate and conserve the world's waterways, which will allow for healthier human and wildlife communities. We dive into plastic recovery projects that protect people from cancers and disease and engage communities in pollution relief, river restoration, and youth education programs that encourage intentional stewardship of the earth and wildlife.