What we need

• 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

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 a database and our research shows that HubSpot suits our budget, it's simple and also easy to use.

What we have

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.

Why this is important

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.

Project Period

02 Mar 2021 - 05 Apr 2021

Location

Causeway Bay or Remotely