Database Migration (Salesforce to HubSpot)

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

義工服務詳情

我們需要

  • 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

背景資料

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.

我們可提供的資源

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.

對我們的意義

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.

服務日期

02 Mar 2021 - 05 Apr 2021

服務地點

Causeway Bay or Remotely

機構會提供義工津貼

要求

一共 30 小時

服務時數

技能

  • Salesforce
  • 數據管理

語言

  • English

This project is part of the Swire Trust Go-Givers Program

Together with Swire Trust, we've launched the Swire Trust Go-Givers Program which encourages skilled volunteers for their NGOs partners.

From 2020 to 2022, you can volunteer for Swire's NGO partners and redeem educational and experiential rewards. For details, please see here. 🙌🏻

10 outstanding volunteers will also be selected annually as the “Swire Trust Go-Givers of the Year” with special rewards & recognition! Meet our Go-Givers of 2021 here.

Swire Trust Go-Givers Program

關於機構

ChickenSoup Foundation Limited

ChickenSoup Foundation Limited

www.chickensoupfoundation.org

服務範疇

教育長者精神健康

我們的工作

We relieve families in crisis from multiple social, medical and financial hardships, empowering them to thrive on their own. We do this over a period of 18-24 months, using a unique collaborative approach. The team identifies and finds a solution for each family members critical need. These could be education, mental or physical health, unemployment or living conditions. The result being the family rises up together from in crisis to stable and finally hopeful and empowered.

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