Back to all projects

Customer Database (CRM) Set Up

Help Archangel Raphael's Mission set up their Customer Relationship Management (CRM) system to track their donor, volunteer, and constituent database needs more effectively.
Archangel Raphael's Mission
Edison, NJ, USA
Archangel Raphael's Mission
Unfollow
Log in to follow
Archangel Raphael's Mission
Edison, NJ, USA

1

Live Projects

27

Matched Projects
2 Followers
Cause
Housing & homelessness
Skills
Database administration Information technology

Posted April 16th

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 a notion account and willingness to learn, which should make it easy for you to get started. We also have a basic layout of major tasks, 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 efforts on direct relief work

Hello! Our team is interested in using notion as our NonprofitOS for vendor mgmt, board meetings, operations and more. We've seen some amazing things on how powerful notion is and want to begin iterating on it!

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

Archangel Raphael's Mission
Unfollow
Causes
Housing & homelessness Health & nutrition Human services
Posted by
John E
John E.

President

Our mission

Provide much needed personal hygiene services to homeless people in Middlesex County with the goal of raising each person's self esteem and ultimately his/her quality of life.

What we do

ARM was born out of a push to do more. Most of our founders were Rutgers University Alumni and we often found that student engagement was limited to very scripted activities that treat philanthropy as a reactive rather than a proactive endeavor. We were tired of doing the least we could do, so we fixed that. ARM currently operates several events a year that focus on putting the wonderful private institutions that make New Brunswick and Middlesex County unique back to the service of its citizens. Oh, and did we mention, we want to retrofit a metro bus to bring free showers and connect service providers to guests in Middlesex County! #JointheARMy and let's fight to make our community a little better, together.