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Customer Database (CRM) Set Up

Help All Parks Alliance for Change set up their Customer Relationship Management (CRM) system to track their donor, volunteer, and constituent database needs more effectively.
All Parks Alliance for Change
Saint Paul, MN, USA
All Parks Alliance for Change
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All Parks Alliance for Change
Saint Paul, MN, USA

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Cause
Housing & homelessness
Skills
Database administration Information technology

Posted January 20th

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Customer Database (CRM) Set Up

Project details

What we need
  • Setup of selected CRM system (e.g. Airtable, Salsa CRM, Salesforce, Raiser's Edge, Bloomerang, or Kindful) including a customized set of objects, single-record editing of data and field history tracking (up to 15)
  • A customized set of views and reports to allow table-based editing and analysis of data (up to 15)
  • Migration of Organization's current database to identified CRM system
  • Training and guidelines on how to manage system and generate basic reports
  • “Hand-off” documentation on the object schemas and any custom code
Additional details

We currently have multiple outdated member lists in Excel spreadsheets and we need a CRM we can access remotely. We have a web host, just not the technical knowledge to implement a CRM ourselves. Please help!

IMPORTANT NOTICE: We are looking to install CiviCRM as our CRM of choice. We need a versatile, open-source CRM like this since we do not currently have the budget for a paid system like Salesforce. If you're willing to install CiviCRM, we are definitely thankful for your help. Thank you!

What we have in place
  • We currently have web hosting to put the CRM system on, which should make it easy for you to get started. We also have volunteers willing to assist as much as possible, and the ability to provide any other information you need.
How this will help
This project will save us $10,792 , allowing us to create a legitimate marketing strategy to assist people in learning their housing rights and knowing they have people fighting for them, getting bills passed, and helping protect their homes.

As a member-driven organization, we currently have no legitimate system to keep track of, or reach out to, our members. This system will allow us to see who's getting involved and in what areas of the state we should focus more time and attention.

Project plan

P
Prep: Information Sharing
  • Volunteer Manager shares current CRM system admin access along with detailed descriptions of current data tracking and reporting needs
  • Professional makes recommendations on objects, views, and reports to address the Organization's needs
  • Note: If necessary, Volunteer Manager may have Volunteer sign a Non Disclosure Agreement (NDA) prior to sharing and discussing any confidential organization information
1
Milestone 1: Data Setup & Customization
  • Professional analyzes current CRM needs and provides an initial
  • Professional conducts initial CRM setup and data migration
  • Volunteer Manager reviews initial setup and provides feedback.
2
Milestone 2: Finalizing Setup & Training
  • Professional finalizes setup and data migration
  • Professional provides basic training for Volunteer Manager and supporting staff for tracking and reporting, including guidelines for continued use of system
  • Professional is available for up to two weeks to address questions as Volunteer Manager starts to adopt new system
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About the org

All Parks Alliance for Change
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Cause
Housing & homelessness
Posted by
TN
Trevor N.

President, Board of Directors

Our mission

All Parks Alliance for Change is the statewide organization for Minnesota's 180,000 manufactured home park residents. APAC provides a vehicle for manufactured home owners to express their needs and concerns in their parks and in the larger community.

What we do

APAC works with manufactured home park residents to improve the quality of life in park neighborhoods, protect the rights of park residents, advance public policy change that supports safe, affordable park communities, and preserve this vital source of affordable housing.

Testimonials

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