Customer Database (CRM) Audit
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
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
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.