Customer Database (CRM) Audit

Help Mary's Place Refugee Outreach identify a Customer Relationship Management (CRM) system to track their donor, volunteer, and constituent database needs.
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Project Details

What We Need
  • 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, or Salsa CRM
  • Note: This project does not include implementation of recommended CRM platform. For a project to advise and implement an entire system, try our Customer Database (CRM) Setup project
Additional Details

We would like to analyze the potential unification of our multi-platform system including a file maker database, google calendar, and paper systems into a simple CRM tool. We are not sure which platform would work best for us, and Salesforce was unwieldy for us on our first go.

We would also like a write up to help our board, and potential grantors the advantages this would provide our organization.

What We Have In Place
  • We currently have details of client interaction with our info systems, which should make it easy for you to get started. We also have a detailed database map, and the ability to provide any other information you need.
How This Will Help
This project will save us $3,315 , allowing us to save money in order to pursue hiring a full time professional social worker.

Our Case Managers are all volunteers, and they are not able to have continuity with clients. The intern team is only able to access our database from a few older laptops that we are unable to replace due to data privacy. The interns also all manage one email, this makes assigning tasks or sending sensitive data to only one person quite difficult. Finally the antiquated look and feel of the old database make it less accessible to Gen-Z volunteers & case managers.

Project Plan

Prep: Information Sharing
  • Volunteer Manager communicates current volunteer and constituent engagement practices as well as relationship management needs
  • Volunteer Manager shares out current CRM process and system (if system exists) as a starting point
  • Volunteer Manager conveys any budget and capacity considerations that might apply to ongoing CRM implementation and management
Milestone 1: Analysis & Recommendations
  • 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
  • Volunteer Manager provides feedback on initial recommendations and any follow-up questions or additional areas on which they'd like the professional to advise
Milestone 2: Final Deliverable
  • Professional provides a final recommendation for system setup and ongoing CRM management, along with estimated costs to implement (if necessary)
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About The Org

Mary's Place Refugee Outreach
Posted by

PROGRAM DIRECTOR & Accredited Immigration Rep.

Our Mission

Mary's Place is a refugee outreach center in Northwest Rochester, NY. Our mission is to reach out in love, hope, and service to refugees of all faiths and nationalities, particularly those in the Maplewood/Edgerton neighborhood.

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