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Customer Database (CRM) Set Up

Help The DC Special Education Cooperative set up their Customer Relationship Management (CRM) system to track their donor, volunteer, and constituent database needs more effectively.
The DC Special Education Cooperative
Washington, DC, USA
The DC Special Education Cooperative
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The DC Special Education Cooperative
Washington, DC, USA

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Cause
Education
Skills
Database administration Information technology

Posted September 22nd

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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
What we have in place
  • We currently have an existing database and a designated staff member, which should make it easy for you to get started. We also have NPSP log in information,, and the ability to provide any other information you need.
How this will help
This project will save us $10,792 , allowing us to provide 16 high schoolers with disabilities the opportunity to have a one-month summer job. For many of them, this will be their first-ever employment experience necessary for post-high school success

Our organization needs to streamline our volunteer management to leverage community partners and increase program growth for urban students with disabilities. This project will let us begin utilizing Salesforce more effectively increasing community engagement and tracking staff contacts with supporters.

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

The DC Special Education Cooperative
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Causes
Education Diversity & inclusion
Posted by
Rebecca F
Rebecca F.

Director of Secondary Transition

Our mission

The DC Special Education Cooperative (Co-op) supports special education in DC public charter schools by cultivating high quality programs and professionals, collaborating to leverage resources and build capacity, and creating innovative special education programs and services.

Testimonials

Read the Impact Story
Colin was essential in helping us frame this and future work.
Rebecca F.
Rebecca F.

Director of Secondary Transition

Customer Database (CRM) Set Up Project

(No testimonial has been submitted by Colin)