Salesforce Database Customization

Help South Jersey Cultural Alliance create a customized Salesforce database that allows the organization to track donors, clients, beneficiaries as well as manage and analyze large amounts of data.
South Jersey Cultural Alliance
Hammonton, NJ, USA
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South Jersey Cultural Alliance
Hammonton, NJ, USA

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Posted August 29th

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Project details

What we need
  • A Salesforce database including: a customized set of Salesforce objects, single-record editing of data and field history tracking (up to 15 object types), a customized set of views to allow table-based editing of data (up to 15 views), a customized set of reports to pull data from multiple object types (up to 15 reports)
  • Migration of Organization's current database to Salesforce
  • Training for designated staff member on new objects, reports and views
  • “Hand-off” documentation on the object schemas and any custom code
What we have in place
  • We currently have our lists from Constant Contact, which should make it easy for you to get started. We also have a list of desired fields, and the ability to provide any other information you need.
How this will help
This project will save us $22,852 , allowing us to Grow to the next level. We are living in the dark ages - HELP! Our funding is dependent on this!!!

We have tried Network for Good, Constant Contact, and neither has the capacity to collect and sort data the way salesforce can. Salesforce is compatible with Mail Chimp and Quickbooks and we would like to integrate those functions. We are looking to build a database of stakeholders of culture such as tourism-related businesses and hospitality-related businesses for future memberships and partnerships. We are also hoping to deepen our database on our membership so we can see how they grow and how they participate in our services.

Project plan

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Milestone 1: Information Gathering
  • Volunteer Manager provides the Professional with a detailed description of data tracking and reporting needs
  • Professional makes recommendations on Salesforce objects, views, and reports to address the Organization's needs
  • Professional proposes a schedule for data migration and Salesforce platform customization
  • Volunteer Manager prepares data for migration
1
Milestone 2: Data Migration & Customization
  • Professional conducts data migration
  • Professional and Volunteer Manager check accuracy of migration
2
Milestone 3: Hand-Off
  • Professional delivers handoff document to Volunteer Manager
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About the org

South Jersey Cultural Alliance
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Our mission

SJCA's mission is to strengthen South Jersey's cultural community by connecting them to information, resources, and each other. SJCA envisions a region where individuals of all ages and backgrounds are engaged and enriched through arts, history, and culture, and where communities prosper through a creative economy.

What we do

SJCA extends membership benefits to all arts, culture, history, cultural community groups, and independent artists in each of the state's southern eight counties (Atlantic, Burlington, Camden, Cape May, Cumberland, Gloucester, Ocean, and Salem). We are striving to represent the full spectrum of arts, culture, and history in our region and work towards a more equitable and inclusive South Jersey cultural community.

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