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Customer Database (CRM) Set Up

Help PUSH Dance Company set up their Customer Relationship Management (CRM) system to track their donor, volunteer, and constituent database needs more effectively.
PUSH Dance Company
San Francisco, CA, USA
PUSH Dance Company
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PUSH Dance Company
San Francisco, CA, USA

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Cause
Arts & culture
Skills
Database administration Information technology

Posted May 5th

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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

Our youth program is in need of a CRM database for our conservatory school. We need a place for parents and students to easily create an account in addition to logging back to access their dance education.

What we have in place
  • We currently have an example and general schema, which should make it easy for you to get started. We also have a knowledgable and dedicated staff member, and the ability to provide any other information you need.
How this will help
This project will save us $10,792 , allowing us to effectively reach our constituents and provide much needed services to our youth program.

We just moved into a new location and have been searching for a comprehensive but streamlined way for parents and students to register for classes/camps. A CRM system will help serve the people we want to reach and help further our mission statement.

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

PUSH Dance Company
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Causes
Arts & culture Civil rights Education
Posted by
Raissa S
Raissa S.

Artistic Director

Our mission

We're working on revamping our mission statement

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