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Customer Database (CRM) Audit

Help Stillborn And Infant Loss Support-SAILS identify a Customer Relationship Management (CRM) system to track their donor, volunteer, and constituent database needs.
Stillborn And Infant Loss Support-SAILS
Laurel, MD, USA
Stillborn And Infant Loss Support-SAILS
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Stillborn And Infant Loss Support-SAILS
Laurel, MD, USA

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Cause
Maternal health
Skills
Database administration Information technology

Posted January 25th

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
What we have in place
  • We currently have a salesforce account created, which should make it easy for you to get started. We also have an open mind to recommendations, suggestions, and the ability to provide any other information you need.
How this will help
This project will save us $3,315 , allowing us to invest that money in the purchase of cuddle cots to give the gift of time to families who have loss their baby.

This project is extremely important to us to manage and cultivate our relationships with our donors, supporters and most importantly the families that we serve.

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

Stillborn And Infant Loss Support-SAILS
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Causes
Maternal health Education Human services
Posted by
Sadija S
Sadija S.

Founder & CEO

Our mission

Our mission is to help families and individuals who experience stillbirth and pregnancy loss improve their mental health and well-being through community building, education, mentorship, and support groups.

What we do

We offer a wraparound suite of services to support families and individuals at the time of or following stillbirth or pregnancy loss. These services include an 8-week grief recovery program, annual and monthly events, an online community, an online memorial page, financial assistance for burial/memorial, keepsake boxes, cards, and small gifts at various milestones to remember their baby and cuddle cot donations.

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