Salesforce CRM Buildout & Implementation Initiative

We are seeking a skilled volunteer to help NAEHD establish a strong, scalable Salesforce CRM foundation that will support our membership, events, donations, and overall organizational operations as we grow. Our current system (Wild Apricot) no longer meets our needs, especially as our contact base expands through webinars, partnerships, and community engagement. We want to transition to Salesforce Nonprofit Cloud so we can manage our data more effectively, streamline communications, and build an infrastructure that will grow with us.

The volunteer will help us with the initial setup, customization, and configuration of Salesforce. This includes:

- Setting up our Salesforce Nonprofit Cloud environment
- Creating a clean data structure for contacts, members, donors, partners, and stakeholders
- Building workflows for membership tracking, including join dates, renewal dates, and membership status
- Setting up event registration tracking so we can manage webinar and event participation directly in Salesforce
- Configuring donation tracking, including one‑time and recurring gifts, and integrating with our payment processor if feasible
- Creating dashboards or reports that help us understand membership trends, event engagement, and donor activity
- Assisting with the migration of essential data from our current system
- Advising on best practices for long‑term scalability and ease of use

We are not looking for a complex or fully automated system right away; we simply want a solid, well‑organized CRM foundation that we can build on over time. The volunteer’s expertise will help ensure that Salesforce is configured correctly from the start, so NAEHD can operate more efficiently and sustainably as we expand

This project directly strengthens NAEHD’s mission to end health disparities and advance equity in all communities. As our reach grows through webinars, partnerships, and national engagement, we need a reliable and scalable system to manage our relationships, track our impact, and stay connected with the individuals and organizations who are part of this movement. A well‑built Salesforce CRM will give us the infrastructure we need to operate more efficiently and expand our work with confidence.

By helping us set up Salesforce, the volunteer will be creating the foundation that supports all of our programs. This includes managing members who are committed to equity, tracking event participation for education and engagement, and organizing donor support that fuels our initiatives. With a strong CRM, we can communicate more effectively, understand who is engaging with our work, and make data‑driven decisions that strengthen our national impact.

The volunteer’s contribution will have a direct and lasting influence on our ability to advance equity. A functional CRM allows us to grow our network of advocates, strengthen partnerships with health systems and community organizations, and ensure that our resources and initiatives reach the people and institutions working to eliminate disparities. This project will help NAEHD operate with greater clarity, efficiency, and sustainability, which ultimately advances our mission to create equitable outcomes in every community.

We are setting this project up for success by coming into it well prepared, aligned, and ready to implement the outcomes immediately. As a lean but highly organized organization, NAEHD has already completed the internal groundwork needed to ensure a smooth Salesforce transition. We have full leadership buy‑in, a clear understanding of our operational needs, and a defined vision for how Salesforce will support our membership, events, donations, and long‑term growth.

Before launching this Taproot project, we evaluated our current systems, documented our pain points, and outlined the core workflows we want to build in Salesforce. We have already gathered our existing contact, membership, event, and donation data so it can be migrated efficiently. We have also reviewed Salesforce Nonprofit Cloud resources to ensure we understand the platform and can collaborate effectively with a volunteer.

Our Founder and CEO has prior experience using the Salesforce platform, which means we can communicate clearly about requirements, understand best practices, and maintain the system after the project is complete. This experience will help ensure the volunteer’s work is implemented smoothly and sustained long term.

Because NAEHD is small and agile, we can begin using Salesforce immediately once the CRM foundation is built. We will integrate it into our day‑to‑day operations for managing contacts, tracking members, registering event participants, and recording donations. This ensures the volunteer’s work will have an immediate and lasting impact.

We are committed to being an engaged, responsive partner throughout the project. We will provide timely feedback, clear communication, and all necessary materials so the volunteer can work efficiently within the 6‑week window. Our goal is to build a strong, sustainable CRM foundation that supports NAEHD’s mission and positions us for long‑term growth, and we are fully prepared to make the most of this pro bono partnership.