Customer Database (CRM) Audit
Identify a Customer Relationship Management (CRM) system to track your donor, volunteer, or customer database needs.
Our Experience:
- Proficiency with implementing and managing CRM systems
Our Availability:
- Works remotely from anywhere
- 8-12 hours over 2-4 weeks
- Assessment of Organization’s current CRM practices with recommendations on improvements such as setup, maintenance, integrations with other systems, and insights reporting
- Recommendations on a new CRM system and related costs (if necessary) such as Airtable, Bloomerang, Kindful, Raiser's Edge, Salesforce, Hubspot, or Salsa CRM
- You communicate current engagement practices as well as relationship management needs
- You share out current CRM process and system (if system exists) as a starting point
- You conveys any budget and capacity considerations that might apply to ongoing CRM implementation and management
- Professional analyzes current CRM system
- Professional provides an initial recommended list of improvements on areas such as: overall database setup & organization, process for keeping CRM database up-to-date, optimizations to other processes connected to database (i.e. outreach, marketing, accounting, etc.), and/or reporting and analysis best practices
- You provide feedback on initial recommendations and any follow-up questions or additional areas on which they'd like the professional to advise
- Professional provides a final recommendation for system setup and ongoing CRM management, along with estimated costs to implement (if necessary)
This project starts at $3,315, allowing you to identify a Customer Relationship Management (CRM) system to track your donor, volunteer, or customer database needs.
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