Back to all projects

Customer Database (CRM) Audit

Help Harmony Theater identify a Customer Relationship Management (CRM) system to track their donor, volunteer, and constituent database needs.
Harmony Theater
Blue Bell, PA, USA
Harmony Theater
Unfollow
Log in to follow
Harmony Theater
Blue Bell, PA, USA

0

Live Projects

6

Matched Projects
1 Followers
Cause
Arts & culture
Skills
Database administration Information technology

Posted May 5th

Customer Database (CRM) Audit

Project details

What we need
  • Assessment of Organization’s current CRM practices with recommendations on improvements such as setup, maintenance, integrations with other systems, and insights reporting
  • Recommendations on a new CRM system and related costs (if necessary) such as Airtable, Bloomerang, Kindful, Raiser's Edge, Salesforce, or Salsa CRM
  • Note: This project does not include implementation of recommended CRM platform. For a project to advise and implement an entire system, try our Customer Database (CRM) Setup project
Additional details

We do not have a CRM, but are in need of one. We are currently using Google Workspace for basic communications. A number of our people are working in their own silos and then loading into our Workspace. We need to talk through the process of finding a system for all to access, load and share data, forms, etc., and create reports.

What we have in place
  • We currently have Google, which should make it easy for you to get started. We also have a desire to learn from a patient and helpful individual, and the ability to provide any other information you need.
How this will help
This project will save us $3,315 , allowing us to purchase much needed theater equipment.

Having a centralized system will help our organization become more efficient and effective in our mission.

Project plan

P
Prep: Information Sharing
  • Volunteer Manager communicates current volunteer and constituent engagement practices as well as relationship management needs
  • Volunteer Manager shares out current CRM process and system (if system exists) as a starting point
  • Volunteer Manager conveys any budget and capacity considerations that might apply to ongoing CRM implementation and management
1
Milestone 1: Analysis & Recommendations
  • Professional analyzes current CRM system
  • Professional provides an initial recommended list of improvements on areas such as: overall database setup & organization, process for keeping CRM database up-to-date, optimizations to other processes connected to database (i.e. outreach, marketing, accounting, etc.), and/or reporting and analysis best practices
  • Volunteer Manager provides feedback on initial recommendations and any follow-up questions or additional areas on which they'd like the professional to advise
2
Milestone 2: Final Deliverable
  • Professional provides a final recommendation for system setup and ongoing CRM management, along with estimated costs to implement (if necessary)
Show more

About the org

Harmony Theater
Unfollow
Causes
Arts & culture Diversity & inclusion Human services
Posted by
Jackie M
Jackie M.

Executive Director

Our mission

The mission of Harmony
Theater, is to create, support,
and offer opportunities for
adults with developmental
disabilities to participate in the
performing arts for selfexpression,
social interaction,
and connection to the
surrounding community.