CRM

Published Date
Not the right fit for you? Sharing the opportunity with your network is a great form of advocacy!
Salesforce set up, configuration, and data migration
Salesforce for Nonprofits - Set up, configure, and import 20,000 records in CSV files from past much simpler CRM and CSV of marketing research leads. Records should be grouped in categories as imported using existing group or category identifiers from past CRM. Important not to lose any historical data such as notes. Some CSV's would probably benefit from some data manipulation/cleaning/removing automated notes from previous CRM before. Import Configure so it can be used for email marketing. We set up Salesforce for nonprofits in the past but got nowhere struggling to import data.
I believe there's a way using a Google map when we are in a city or region, or collaborating on an event, to look up all existing contacts around that area and be able to send email communication to all of the search results, or simply click on each one to see their contact details.
Run records through Salesforce AI to fill in as much missing data as possible and duplicate.
We have received donated a very targeted database of 18 years of relationships and contacts with disabled individuals, veterans, therapists, professionals, and organizations that support persons with disabilities from a board member. But we haven't been able to utilize or leverage it or reach out and contact those individuals and organizations effectively. Currently forced to keep notes of conversations or communications in Google Contacts.
Having a clean and organized way to record interactions and relationships, search for and target specific groups of prospective participants, sponsors, donors, and maintain regular communications with them would hugely improve our impact by simply making all the work we do every day so much more efficient! Having this available in the cloud to collaborate with supporters will further amplify the useful impact. Not having this has held us back from implementing marketing projects and fundraising such as on Giving Tuesday.
We believe implementing this project at this time could have more impact on the organization's success and increase reach and impact by many multiples greater than anything else we can and will do this coming year. The time is right.
Executive Director, Mark Felling has worked with many different CRM's in the past 25 years. Data is currently organized into approximately 5-10 CSV files. Implementing Salesforce faltered last year simply for lack of time with all other responsibilities. Need someone with deep familiarity and experience using Salesforce especially configuration for smooth data import.
Inclusive Adventures Inc
Location
Wilmington, DE
Website
https://inclusiveinc.orgMember Since
Nov 2021
Completed Taproot Plus Partnerships
1
Organization Mission
Other Needs from This Organization
See All
Opportunities
Project
Accounting & Finance
Arts, Culture, & Humanities
We are too small to require an audit, but funders we're interested in applying to require a financial review, which is very expensive. We'd like a pro bono review. A financial...
Posted May 19, 2025
Golden Crown Literary Society
Project
Other
Community Development
We're in search of a principal engineer or engineering manager who could assist with technical architecture review, and user story scoping and sequencing. The product is an...
Posted
Project Bridget
Project
Marketing Strategy
Youth Development
My goal for this Taproot Project is to get our Google Adwords grant back to running efficiently. Unfortunately, we had a volunteer try to optimize and didn't really know what she...
Posted
.png)
LCMS K.I.S.S. Club (Parent Booster USA)