KnowAVet?

Salesforce set up and training

CRM

Project details

Target skills

  • CRM
  • Salesforce

Project need

We are upgrading from Goldmine to Salesforce CRM.

1 We have a spreadsheet showing all of the fields and variables (response options) we currently use. We need to map them to Salesforce fields and/or modify our expectations.

2 We need to migrate the data from approximately 500 records to Salesforce

3 We need to move all of our emails addresses to be received by Salesforce and distributed to the right person or project. Along with this, we would need to set up distribution lists, such as "core team", "Vets looking for work" or any of our other primary data fields.

4 We need to set up logins and permission settings for our 6 core team members and 4 rotating volunteers

5 We need to set up our events calendar, available to our team and the public (perhaps through link to our website - www.KnowAVet.org)

6 We need to be able to link/assign volunteers to each of the events in the calendar

7 We need you to train us on data entry of new volunteers, donors and partners, as well as reports and what Salesforce links to.

22 Veterans Committed Suicide Today. In fact more soldiers die at their own hands than in battle.

Add to that the countless marriages destroyed by Vets returning after 3, 4 or 5 deployments with PTSD and a myriad of other issues that make many of us anti-social, unable to hang on to a job, riddled with constant nightmares, flashbacks and more.

KnowAVet? is an all-volunteer, IRS approved, FREE service to veterans and our families. We provide information and assistance, to aid veterans in learning of 80+ issues we have earned help for, and how to access that help, through government and/or community resources, for our best possible life after deployment.

Take a look at www.KnowAVet.org and you will immediately see the kinds of issues we are trying to help vets resolve. Our goal is to save lives and make them more worth living.

This conversion to Salesforce will help us to coordinate our efforts more efficiently and follow up with potential donors as well as organizations we are working with so that our truly dedicated staff can maximize the results of their efforts.

As a second phase we will be looking to automate some of our communication and take advantage of some of the other, more advanced features, to continue our mission with the lowest possible overhead, to put all of our resources into helping vets.

Veterans were willing to sacrifice their lives to protect us. Please join us in helping them come all the way home. As the founder and a prior management consultant, I fully appreciate the value of CRM, as I brought it to all of my clients. I am 100% committed to this project and using Salesforce as the central software for our charity. I have a spreadsheet of all of our current fields and the variables we anticipate for responses. I can also put out a CSV of our Goldmine database, anytime we are ready to test or go live. As we work together, I assure you that whatever parts you wish to assign to me or our team we will do as rapidly as possible.

Organization's mission

KnowAVet? is an all-volunteer, IRS approved FREE service to veterans and our families. We provide information and assistance, to aid veterans in learning of 80+ issues we have earned help for, and how to access that help, through government and/or community resources, for our best possible life after deployment.

This project is currently inactive, and cannot accept applications at this time.