Salesforce CRM Implementation

My goal is to implement new Salesforce CRM, Non-Profit Cloud:

1. Load accounts (youth, families, serviced)
Create Member Activity Report
2. Build and load Projects
Assign tasks and assignments
Integrate CRM with Communication (social media) Plan

Our growth, industry tech trends, and increasing risks demand a strong plan for managing the change. We need to migrate from our current database(s) to Salesforce NonProfit Cloud; Create 1 Report; assist with fundraising and/or social media and/or constituent engagement. Our CRM New Install is estimated to take 4-6 weeks (~30 hours) of experienced CRM/database professional hours to transform our existing databases; redesign reports; plan for increased community engagement, social media impact.

Through working with our organization on this CRM project, the volunteers will support a critical next step in our mission to build stronger youth and young adults by reducing violence and improving attendance and success in K-8 schools. Building better high-schoolers and young adults.

We require the move of existing database records of youth, volunteers, constituents, funders and partners to our new CRM to be managed for optimal communications and community engagement. Our current process allow us to report out trending and announcements, but without the proper tools, we are spending hours data gathering, crunching and decisioning that can be easily automated! I'm excited to see our new CRM producing example results like…

School K-8 #1 -
- Girl Fighting increasing, year over year, in Glenville Neighborhood. We need to deploy extract female ICONS resources and Lifeskill Sessions.

School K-8 #2 -
- All K-8 fighting has decreased by 5% for the past 5 years. Kudos, sharing strategies with other K-8 schools.

School K-8 #4
- Student homelessness rate = 12%; we must find these 47 kids for free coats. State of Ohio Avg k-8 homelessness rate = 2%

This is a short example of how we use the data to drive assistance to middle-schools in need of our help. Please join me on this fun, critical project for PEACE!

I am an experienced Project Manager with tech skills and worked briefly with Salesforce in the commercial banking industry, while I was a Procurement Strategist responsible for selecting the Salesforce product. I bring Six Sigma Green Belt project management skills and experience to the table. I am not afraid to roll up my sleeves and get busy! I am excited to join with my 1st Taproot partners on such a critical effort that will be the core and driving information source for our organization in the coming years. I look forward to working with you.