Are CRM Systems your thing?

Are CRM Systems your thing?

Are CRM Systems your thing?
Parent to Parent NZ

Estimated Time: 25 - 40 Hours Over 1 - 2 Months

We currently use a very outdated database. Our small staff team is spread across the country and although we are wonderful people who are pretty tech savvy, we simply cannot utilise our current staff to research the best CRM System solution for our organisation. We want to be efficient in what we do so that the families we offer support to, can be given more of our time and energy. - Analysis of our existing CRM - Identify alternative CRM Systems - Outline the process for migration from old system to new system This would suit a small team with experience in CRM systems and ideally with some project management skills. If you think you could contribute in anyway please apply.

Working location

We have our National Office in Hamilton and this is where our CEO and Operations Manager are located. However, we see this project as one that can be done from any part of NZ.

Proposed project steps with time estimates

Brief and overview of project (1-2 hours)
-Engage with CEO and Operations Manager to highlight current CRM and to identify the wish list for the new CRM - functionality, migration

Agree a workplan
-Review of current system
-Research into systems that could incorporate functionality required
-Recommendations for migration of data and next steps

We anticipate that the whole project may take between 25-40 hours but can be discussed.

What We Have In Place

We have identified the 5 key issues with current CRM
We will enable access to personnel to consult with around the projected functionality of the new CRM
Access to existing CRM
Flexibility around meeting times, days etc

Parent to Parent NZ
Family Support
Parental Support
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