Help us develop a new CRM
Help us develop a new CRM
The Nest Collective NZ Charitable Trust
Estimated Time: 17 - 20 Hours Over 1 - 2 Months
We aim to develop a CRM for Little Sprouts’ national branch to manage our key stakeholder relationships - volunteers, donors, sponsors and charity partners. Little Sprouts has no CRM in place at the moment. Stakeholder contact data is stored across a range of electronic and hardcopy locations. We are seeking a volunteer or a small team of volunteers (2-3)with knowledge of implementing CRM systems. At this stage, we plan to use Salesforce as it appears to be free for charities, but we are open to your guidance on alternatives. The CRM could be developed in sophistication over time. But at the outset our functional requirements are essentially to manage contacts, add notes to contacts, as well as be able to report on various aspects. If possible, we want to integrate the CRM with our existing Mailchimp and Xero accounts. We may expand (or duplicate) the CRM to other Little Sprouts’ branches around the country, but this would be a separate project in the future.
Working location
Can meet in person within the Wellington region (or via Skype if you prefer), but work can be done remotely
Proposed project steps with time estimates
1. Meet to discuss project’s background, aims, approach and timeframes (1-2 hours)
2. Prepare recommendations about structure and key features (5 hours)
3. Meet to discuss recommendations in terms of the project’s aims (1-2 hours)
4. Implement recommendations (10 hours)
5. Gather data from various sources, compile, clean and upload to Salesforce. Existing volunteers may deal with this aspect as a separate project, acting under your guidance about the best approach
What We Have In Place
http://littlesproutsnz.org/
Support from the Wellington Manager
The Nest Collective NZ Charitable Trust
Children
Community Group
Family Support
Good Cause
Health - Children
Parental Support
Wellbeing - Children
Community Group
Family Support
Good Cause
Health - Children
Parental Support
Wellbeing - Children
New Zealand wide
Mission
The Nest Collective gives baby and children’s essentials to families in need. We are a collective of volunteers across Aotearoa who work alongside social workers to ensure families are supported in their parenting journey.
Together we can make a real difference for the families who need it most.
What we Do
The Nest Collective is a registered charity that gives baby and children’s essentials to families in need.
We are a collective of volunteers across Aotearoa who work alongside social workers and community based organizations to ensure whānau and their pēpē are supported in their parenting journey. We provide packs of essentials including clothing, bedding, toys, books, toiletries, safety items and more.
Our vision is that all New Zealand babies have the best start in life to enable them to flourish and thrive.