Database Migration (Salesforce to HubSpot)

Help us migrate our data sources into HubSpot from Salesforce, ideally providing training of the database for our team

Database Migration (Salesforce to HubSpot)

Posted 大約 3 年 ago. Application closed.

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  • We are looking for someone with significant experiences in database management
  • We will sit down as a team for an hour meeting to agree the objectives for the migration of data from Salesforce to HubSpot
  • We will look at all the data sources, collate the data and send it to you to help with organising and segmenting them into different areas (fundriaising, families etc)
  • Help with the migration process
  • Train our staff on how to use the database to make their work more efficient, effective, clean and routine

We were offered Salesforce several years ago, but we never really fully integrated it into the charity and made the most of it. We really need to get our families, donors, clients, accounts, events, prospects, donors for the last few years on a database and our research shows that HubSpot suits our budget, it's simple and also easy to use.


The Fundraising Manager has experience of doing a project like this in a previous charity so she will help guide you through this and work together throughout the project. We can equipt the volunteer with access to both databases, and a computer on loan as well as a seat at our ofifce if they prefer working in an office to home.


We are in great need of a database that actually works for us. We have Salesforce but we seldom use it. We are keen to migrate any data we have on Saleforce to HubSpot, we need to also make sure that all members of the staff (the case managers use it for recording cases they work on for families, and the fundraiser uses it to record donations, submissions, events etc, proposals, pipelines) and the PR person uses for contact loading and e newsletters. It will help us to be more organised, spend less time on admin and create great stats.


02 Mar 2021 - 05 Apr 2021


Causeway Bay or Remotely




一共 30 小時

  • Salesforce
  • 數據管理
  • English

Swire Trust Go-Givers Program aims to encourage skilled volunteers to support Swire Trust NGO partners in education, marine conservation, and arts.

From now until 2025, 10 outstanding volunteers will be selected annually as the “Swire Trust Go-Givers of the Year" with special and empowering rewards. 40 volunteers who contribute the highest number of hours annually will also be recognised! Meet our previous Go-Givers here and view the rewards here.


ChickenSoup Foundation Limited



Founded in 2013, ChickenSoup Foundation serves low-income single-parent families with children with Special Educational Needs. These families live in extreme poverty without breadwinner but multiple illnesses. By providing timely, holistic and tailored solutions, ChickenSoup Foundation empowers families to lead a more self-sustaining and hopeful livelihood.

Database Migration (Salesfo...

30 hours in total, 大約一個月

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