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Customer Database (CRM) Set Up

Help Hip Hop Caucus set up their Customer Relationship Management (CRM) system to track their donor, volunteer, and constituent database needs more effectively.
Hip Hop Caucus
Arlington, TX, USA
Hip Hop Caucus
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Hip Hop Caucus
Arlington, TX, USA

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Cause
Civil rights
Skills
Database administration Information technology

Posted May 1st

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Customer Database (CRM) Set Up
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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

We have partially migrated from Salesforce and Action Network to EveryAction. We would love support in finalizing the transition, particularly from the standpoint of moving the remainder of our revenue/development information and bringing it up-to-date to generate meaningful, accurate reports on our history and progress to date.

What we have in place
  • We currently have 60% of the data that we'd like inputted, which should make it easy for you to get started. We also have a dedicated digital and comms team to support this, and the ability to provide any other information you need.
How this will help
This project will save us $10,792 , allowing us to deploy more resources across our programs and platforms.

This project will allow our growing Development team to leverage our database further as a source of research and donor engagement.

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

Hip Hop Caucus
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Causes
Civil rights Community & economic development Environment
Posted by
LG
Lamar G.

Development Director

Our mission

HIp Hop Caucus' mission is to use the power of cultural expression to empower communities who are first and worst impacted by injustice.

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