Customer Database (CRM) Set Up

Help Ocean Blue Project, Inc set up their Customer Relationship Management (CRM) system to track their donor, volunteer, and constituent database needs more effectively.
Ocean Blue Project, Inc
Corvallis, OR, USA
Unfollow
Log in to follow
Ocean Blue Project, Inc
Corvallis, OR, USA

2

Live Projects

176

Matched Projects
62 Followers
Cause
Environment

Posted September 10th

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

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
Show More

About The Org

Ocean Blue Project, Inc
Unfollow
Posted by
Karisa A.

Director of Operations

Our Mission

Mission is to protect and conserve the world's ocean, beaches, and rivers, through education and awareness, by providing service learning projects, enhancing wildlife habitat, cleaning beaches and rivers, and by reducing pollution.

What We Do

We Clean Up the Ocean one stream at a time! Beach cleanups, River Cleanups, and planting trees.