Salesforce CRM Support
Help us update and optimize use of our Salesforce Customer Relationship Management (CRM) database and contact lists
Project Details
What we need
- Input and update contact details and profiles
- Update existing contacts profiles (these will be mostly provided by ADMCF, those that are not will require basic research to populate contact details)
- Generalised data cleaning and merging with MailChimp - creating list segmentations and synchronising contact records
- Provide basic training of better utilization of Salesforce CRM system if possible
Background
We are looking for someone who is familiar with Salesforce CRM system to update our database and optimising its use for our needs (mostly targeted outreach to contacts including merging the database with our mailchimp contacts). We would also be interested in basic training to ensure that we optimise the use of the database.
What we have
Access to our data bases and any other support needed
Why this is important
Updating our legacy Salesforce will help our organisation more efficiently utilise salesforce , facilitating ADMCF’s communications with a wide range of stakeholders in our areas of interest. We currently lack sufficient knowledge of the platform to ensure we are optimising its use for our purposes.
Project Period
01 Nov 2022 - 30 Nov 2022
Location
Remote/ On-site (Central office)
Requirements
Time
5 hours per week
Skills
- Database Adminstration
- Salesforce
- Data Entry
- CRM Systems
- Adminstrative Support
Experience Level
- Open to all
- Students
- Some experience
- Extensive experience
Language
- English
Age Range
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.
About the Organization
ADM Capital Foundation
https://www.admcf.org
Causes
What we do
In programmes across five key sectors, clean air, water, living oceans, protecting landscapes and wildlife trade, ADMCF contributes to climate action and biodiversity protection. We initiate each programme with research to identify the specific challenges and needed systemic change then establish action plans that target our objectives. We convene and collaborate with partners to achieve the desired impact and since effective communication is critical to changing attitudes and enhancing understanding, media is key. We see philanthropy can help Asia toward a ‘business unusual” approach to low-carbon growth. Where we see an environmental challenge that is not being addressed, we initiate and incubate initiatives to fill gaps or provide support to a new effort created by others. We believe that philanthropy is in the unique position of being able to take risk to foster change.
Salesforce CRM Support
5 hours per week, 1 month
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