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SVP International

Salesforce Consultant

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

Desired Deliverables

Scoping document with recommendations for implementation.

Skills Required for Volunteer

Advanced knowledge of Salesforce for Non Profits.

Additional Information and Next Steps

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