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
Summit, NJ, USA
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JerseySTEM
Summit, NJ, USA

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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
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About The Org

JerseySTEM
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Our Mission

JerseySTEM is a network co-op of parents, professionals, students and educators whose goal is to promote excellence in Science, Technology, Engineering and Math (“STEM”) education. We are dedicated to partnering with local schools and other organizations to create and enhance STEM-oriented educational opportunities as part of students' paths towards college and career readiness, and to develop effective STEM programs and initiatives that engage students and educators. JerseySTEM is also committed to bridging the gender gap in STEM education and sharing STEM-related opportunities with underprivileged students and communities.