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This project was completed on Dec 4, 2020
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Matched with Yunki K.
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See the Impact story
Customer Database (CRM) Audit
Mary's Place Refugee Outreach
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
We would like to analyze the potential unification of our multi-platform system including a file maker database, google calendar, and paper systems into a simple CRM tool. We are not sure which platform would work best for us, and Salesforce was unwieldy for us on our first go.
We would also like a write up to help our board, and potential grantors the advantages this would provide our organization.
What we have in place
- We currently have details of client interaction with our info systems, which should make it easy for you to get started. We also have a detailed database map, and the ability to provide any other information you need.
How this will help
This project will save us $3,315 , allowing us to save money in order to pursue hiring a full time professional social worker.
Our Case Managers are all volunteers, and they are not able to have continuity with clients. The intern team is only able to access our database from a few older laptops that we are unable to replace due to data privacy. The interns also all manage one email, this makes assigning tasks or sending sensitive data to only one person quite difficult. Finally the antiquated look and feel of the old database make it less accessible to Gen-Z volunteers & case managers.
Project plan
Posted by
MATTHEW P.
PROGRAM DIRECTOR & Accredited Immigration Rep.
Our mission
Mary's Place is a refugee outreach center in Northwest Rochester, NY. Our mission is to reach out in love, hope, and service to refugees of all faiths and nationalities, particularly those in the Maplewood/Edgerton neighborhood.
What we do
Mary's Place Programs in the COVID world include:
Case Management 3 days per week
DOJ Accredited Immigration Help 3 days per week
Delivery of non perishable food, produce, hygiene, feminine hygiene, and dairy goods to 84+ households, and 471+ persons.
Job Development program - Provides clients with one on one support and job coaching as they go from building resume's through their first 6 months of work.
Before COVID-19 Mary's Place hosted the above programs, as well as the following:
3 Adult English Language classes per day
Job Skills Class 2 days per week
Weekly Clothing Distribution - clothes, shoes, and kitchenware distribution in a "mock store" setting to teach money/shopping literacy while focusing on respect and dignity of picking out items on hangers for family
Summer Children's Day Camp - 6-week camp in which children receive education, exercise, lunch and snacks, weekly swim lessons and field trips
Testimonials
(No testimonial has been submitted by MATTHEW)
Great non-profit to work with. Provided all of the necessary data for the project. Very responsive.
