Back to all projects

Customer Database (CRM) Set Up

Help William & Lanaea C. Featherstone Foundation set up their Customer Relationship Management (CRM) system to track their donor, volunteer, and constituent database needs more effectively.
William & Lanaea C. Featherstone Foundation
Ellicott City, MD, USA
William & Lanaea C. Featherstone Foundation
Unfollow
Log in to follow
William & Lanaea C. Featherstone Foundation
Ellicott City, MD, USA

0

Live Projects

0

Matched Projects
0 Followers
Cause
Community & economic development
Skills
Database administration Information technology

Posted June 23rd

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 support capturing the impact of our programs in a systemic and aggregated way. We are starting to migrate spreadsheets to Airtable, but the team lacks expertise. We have a Salesforce database that we would like to start using. Data is in multiple places, from Google Drive to Constant Contact.

What we have in place
  • We currently have Airtable, which should make it easy for you to get started. We also have Salesforce, and the ability to provide any other information you need.
How this will help
This project will save us $10,792 , allowing us to award more scholarships for students and help provide more jobs for underrepresented communities.

We need to be able to capture our impact for funders - and to use technology to help support or our organization's infrastructure. We see the database directly tied to our "fundraising" strategy and our ability to capture impact, through "monitoring and evaluation."

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 & Lanaea C. Featherstone Foundation
Unfollow
Causes
Community & economic development Education Employment services
Posted by
Lanaea F
Lanaea F.

CEO

Our mission

Mission
Creating sustainable solutions to bridge the opportunity divide among the Latino and underserved communities.

Vision
A world where underserved communities have equal access to opportunity.