Back to all projects

Customer Database (CRM) Set Up

Help JerseySTEM set up their Customer Relationship Management (CRM) system to track their donor, volunteer, and constituent database needs more effectively.
JerseySTEM
Chatham, NJ, USA
JerseySTEM
Unfollow
Log in to follow
JerseySTEM
Chatham, NJ, USA

19

Live Projects

123

Matched Projects
69 Followers
Cause
Education
Skills
Database administration Information technology

Posted January 16th

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

Salesforce NPSP knowledge prefered.
JerseySTEM intends to use Salesforce to manage Grants and Donations. We need volunteers interested in preforming the business analysis, writing th user stories, perform the requirement gathering , design the business process flow .
This assignment does not involve the configurations of the solution but you will partner with the Solution Architects who will execute the design/deployment.
This is a 8-12 week commitment, 3-4 hours/week or more if available.

What we have in place
  • We currently have Salesforce in place, which should make it easy for you to get started. We also have management to provide requirements, and the ability to provide any other information you need.
How this will help
This project will save us $10,792 , allowing us to enroll an additional 100 students in our program

Deploying our CRM is a key objective of the organization for a sustained growth.

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

JerseySTEM
Unfollow
Causes
Education Gender equity & justice Science & technology
Posted by
NK
Neha K.

Head of Staff Management

Our mission

If your address is in the US or Canada, pls read below. If you are not, we apologize but we are not able to enroll non US/Canada located volunteers.

JerseySTEM is a grassroots 501(c) nonprofit organization dedicated to bringing Science, Technology, Engineering, and Math ("STEM") education to 5th-8th grade girls in New Jersey underserved communities

We partner with socially responsible companies and their employees, youth organizations in underserved communities, and civic-minded college students and universities.

Together we develop and deliver innovative, hands-on, and online afterschool projects and inquiry-based learning opportunities that develop teamwork, 21st-century problem-solving skills, and self-esteem.

What we do

Reduce the gender gap in STEM participation;

Bridge the innovation gap in STEM education by introducing novel formats for teaching Science, Technology, Engineering, and Math;

Address the opportunity gap by expanding access to STEM programs in underserved communities.