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Customer Database (CRM) Audit

Help Impact Life identify a Customer Relationship Management (CRM) system to track their donor, volunteer, and constituent database needs.
Impact Life
Wilmington, DE, USA
Impact Life
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Impact Life
Wilmington, DE, USA

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Cause
Human services
Skills
Database administration Information technology

Posted April 23rd

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Customer Database (CRM) Audit
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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
Language proficiency requirements

English and Egyptian proficiency is required. You will not be able to apply if you do not meet this requirement. Learn more about language proficiency requirements.

Additional details

Hello we currently have two - Salesforce and Alleva. We need to determine which one is better for us based on need.

What we have in place
  • We currently have the time and CRMs available, which should make it easy for you to get started. We also have internal staff idetified for this project, and the ability to provide any other information you need.
How this will help
This project will save us $3,315 , allowing us to put that money towards direct service support.

We need to begin tracking screening calls and potential donors.

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

Impact Life
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Causes
Human services Housing & homelessness Youth development
Posted by
DP
Domenica P.

CEO

Our mission

Impact Life is an innovative behavioral health organization whose mission is to build a solid foundation of recovery through unique recovery residences, harm reduction programs, peer support, workforce development, and cultural and spiritual experiences for Delaware residents.

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