As Northwest SEED moves into a more sophisticated strategy for development and donor communications, we want to understand Salesforce’s capabilities and utilize it as a more comprehensive tool. As a first step, we are looking for a volunteer to help us scope our needs and make a recommendation on implementation.
Examples of Work to Be Performed
Conduct an assessment of organization-wide CRM needs, current data systems and develop an implementation strategy, including recommendations for:
- Costs/subscription fees/user levels
- Build out of database; field population & customization to meet our needs
- Donation processing
- Communications tools – via salesforce or via an interface to Vertical Response
- User types and training
Scoping document with recommendations for implementation.
Skills Required for Volunteer
Advanced knowledge of Salesforce for Non Profits.
Additional Information and Next Steps