Customer Database (CRM) Set-Up
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.
- 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
- Existing customer database (Mailchimp)
- Access to people from Sales, Marketing, and IT
Milestones
Kick-Off Meeting
- Get to know each other
- Explain the purpose of our project and our needs
- Show our current customer database (Mailchimp)
Evaluate and propose best-fitting CRM solution
Set-up CRM
- Accounts & access management
- Customize data objects, fields & metrics
- Set up custom reports & views
Migration
- Migrate customer data to the new tool
- Help us test integrity & completeness of data
Training & documentation
- Train our employees how to effectively work with the new tool
- Create ‘Hands-off’ documentation
Review
- We celebrate your impact and engagement that you gave us
- Team members ask remaining questions
Skills
Must have
Languages
Must have
UN SDGs supported
q.b Generational Change Inc.
This corporation is organized and shall be operated specifically to empower youth with financial education and community development, which include entrepreneurship and technology. Our program’s goal is to create financially responsible youth through exposure and creativity. We focus on making the maximum positive effort for our community. Participants will learn how to save, invest, and donate. Participants will also learn about entrepreneurship and various emerging technologies. In addition, our goal is to create competence, confidence, connection, caring, compassion, and character in youth through a variety of youth programs.
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