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Customer Database (CRM) Audit

Help International Association for Human Values identify a Customer Relationship Management (CRM) system to track their donor, volunteer, and constituent database needs.
International Association for Human Values
Milwaukee, WI, USA
International Association for Human Values
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International Association for Human Values
Milwaukee, WI, USA

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Education
Skills
Database administration Information technology

Posted April 25th

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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
Additional details

I am a national partnerships director for www.skyschools.org. We work in Hubspot, and would like to make sure we are getting the most out of it.

What we have in place
  • We currently have FT Partnerships director to guide you, which should make it easy for you to get started. We also have Lots of data in hubspot and google drive, and the ability to provide any other information you need.
How this will help
This project will save us $3,315 , allowing us to enroll more schools and create more impact for students

We are a small org, so this will help us build capacity and automate some of our work flows

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

International Association for Human Values
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Causes
Education Violence prevention Youth development
Posted by
Matt N
Matt N.

Volunteer manager

Our mission

The International Association for Human Values (IAHV) is a nonprofit founded in 199. IAHV's mission is to provide services to organizations that reduce stress so human values can flourish. SKY Schools is a program of IAHV. The SKY Schools Breathwork and SEL program has been taught to more than 220,000 students and 220 schools in the US. Our focus on first training and cultivating wellness in adults and students in school communities. We empower teachers and staff to develop and model their own personal practice of wellness for students to decrease stress and improve performance.

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