Customer Database (CRM) Set-Up
Challenge
We are looking for somebody helping us set up a new CRM tool to manage our customer data & relationships.
We are currently using Mailchimp, but need a dedicated tool that allows us to extract more specific reports and analysis.
Expected outcome
- Identify the most fitting CRM for our organization
- Setting the new tool up (customized data objects, fields & metrics)
- Creating custom views and reports
- Migrating our existing customer data
- Training and documentation
Resources provided
- Existing customer database (Mailchimp)
- Access to people from Sales, Marketing, and IT
Program structure
1
Kick-Off Meeting
- Get to know each other
- Explain the purpose of our project and our needs
- Show our current customer database (Mailchimp)
2
Evaluate and propose best-fitting CRM solution
3
Set-up CRM
- Accounts & access management
- Customize data objects, fields & metrics
- Set up custom reports & views
4
Migration
- Migrate customer data to the new tool
- Help us test integrity & completeness of data
5
Training & documentation
- Train our employees how to effectively work with the new tool
- Create ‘Hands-off’ documentation
6
Review
- We celebrate your impact and engagement that you gave us
- Team members ask remaining questions
Skills
Languages
UN SDGs supported
Nonprofit mission
To serve our communities and disrupt human trafficking with the use of modern technology, at every stage from stopping demand to prevention, rescue rehabilitation & reintegration.
Our Values
Grace
Transformation
Resilience
Compassion
Empowerment
Posted by
SW
Sharmila Wijeyakumar
Project Leader