Customer Database (CRM) Set Up
Set up your Customer Relationship Management (CRM) system to track your database needs more effectively.
Our Experience:
- Proficiency with implementing and managing CRM systems
- Experience in database schema design and light coding
Our Availability:
- Works remotely from anywhere
- 20-50 hours over 4-8 weeks
- Setup of selected CRM system (e.g. Airtable, Salsa CRM, Salesforce, Raiser's Edge, Bloomerang, Salesforce, Hubspot or Kindful) including a customized set of objects, single-record editing of data and field history tracking
- 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
- 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, Manager may have Professional sign a Non Disclosure Agreement (NDA) prior to sharing and discussing any confidential organization information
- Professional analyzes current CRM needs and provides an initial
- Professional conducts initial CRM setup and data migration
- Manager reviews initial setup and provides feedback.
- Professional finalizes setup and data migration
- Professional provides basic training for 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
This project starts at $10,792, allowing you to set up your Customer Relationship Management (CRM) system to track your database needs more effectively.
Similar Projects
Featured
