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Customer Database (CRM) Audit

Help Literacy Council Of Montgomery County, Maryland identify a Customer Relationship Management (CRM) system to track their donor, volunteer, and constituent database needs.
Literacy Council Of Montgomery County, Maryland
Rockville, MD, USA
Literacy Council Of Montgomery County, Maryland
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Literacy Council Of Montgomery County, Maryland
Rockville, MD, USA

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Cause
Education
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Database administration Information technology

Posted August 7th

Customer Database (CRM) Audit

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 are currently using Salsa to track our students, volunteers, and donors. We need help with tracking tutoring groups. We need someone who has experience working in Salsa.

What we have in place
  • We currently have Salsa set up and running, which should make it easy for you to get started. We also have -, and the ability to provide any other information you need.
How this will help
This project will save us $3,315 , allowing us to focus on bringing more tutors and volunteers into our program

Much of our funding comes from showing the progression of our students. We want to close the literacy gap, and we can do that by being able to more accurately track our students and volunteers

Project plan

P
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
1
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
2
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

Literacy Council Of Montgomery County, Maryland
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Causes
Education Community & economic development Human services
Posted by
AF
Ashley F.

HR/Operations Manager

Our mission

To advance social and economic equity for under-served adults through academic instruction and workforce development.

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