What we need

• We are looking for someone with significant experiences in database management
• Train our staff on how to use the database to make their work more efficient, effective, clean and routine
• 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)

Background

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 the database properly.

What we have

We can equip the volunteer with access to both databases, and a computer on loan as well as a seat at our office if they prefer working in an office to home.

Why this is important

We need an efficient way to record and manage our data. We have access to Salesforce but few members know how to use it. We need to 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.

Project Period

16 Jul 2021 - 15 Aug 2021

Location

Causeway Bay or Remotely

Honorarium available upon completion