Back to all projects

Customer Database (CRM) Set Up

Help William Trippley Youth Development Foundation set up their Customer Relationship Management (CRM) system to track their donor, volunteer, and constituent database needs more effectively.
William Trippley Youth Development Foundation
Wallingford, PA, USA
William Trippley Youth Development Foundation
Unfollow
Log in to follow
William Trippley Youth Development Foundation
Wallingford, PA, USA

0

Live Projects

81

Matched Projects
5 Followers
Cause
Youth development
Skills
Database administration Information technology

Posted April 2nd

Share this project:
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 two people working on this project, which should make it easy for you to get started. We also have resources, and the ability to provide any other information you need.
How this will help
This project will save us $10,792 , allowing us to invest more in children.

This project is essential because it will transform our entire organization. IMO, it is the most significant missing piece in our process, by far. Currently, we are using Top Producer, which is a real estate CRM. I'm using it to house our data only. I hope that I can find a solution that is extraordinarily helpful but isn't exorbitantly expensive.

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

William Trippley Youth Development Foundation
Unfollow
Cause
Youth development
Posted by
David Aaron B
David Aaron B.

President

Our mission

Our mission is to enrich all children's lives by giving them opportunities to develop their cognitive intelligence, open their hearts, learn new skills, and rediscover hope.

What we do

Soccer
Grief

Testimonials

Read the Impact Story
Karan is a legend! He was integral in building a highly customized database. I highly recommend him!
David Aaron B.
David Aaron B.

President

Customer Database (CRM) Set Up Project

(No testimonial has been submitted by Karan)