Streamlined CRM Development: Data Entry and Collection for Enhanced Grant Management

10%: Data/CRM Research Understand Advocate Fundraising Needs: Familiarize yourself with the mission and objectives of Advocate Fundraising to grasp the specific information required for managing client and grantor relationships. Identify key data fields needed for the CRM, including: Organization Contact Person Contact Email Contact Phone Organization Address Funding Interests Eligibility Requirements for Applicants Website Other Notes or Important Information Application Deadline(s) (if applicable) Maximum Funding Ask (Amount) Find a Suitable CRM System: Conduct online research to identify free CRM systems that align with the needs of Advocate Fundraising. Evaluate options, considering features relevant to tracking communications and managing contacts. Create a comparison table summarizing the pros and cons of each CRM option to facilitate informed decision-making. 40%: Data Collection Utilize Existing Lists: Leverage the multiple lists already created by Advocate Fundraising, reviewing them for completeness and relevance. Collect any additional information as needed, ensuring that all relevant fields are populated. Data Gathering Methods: Supplement existing information by collecting data on potential funders and clients through online sources, including organizational websites, LinkedIn profiles, and other credible databases. Use a standardized template (spreadsheet format) to capture all relevant information consistently, including columns for: Organization Contact Person Contact Email Contact Phone Organization Address Funding Interests Eligibility Requirements for Applicants Website Other Notes or Important Information Application Deadline(s) Maximum Funding Ask (Amount) Ensure the integrity of the collected data by following consistent formatting and organization. 50%: Data Entry Enter Data into CRM: After completing the data collection phase, carefully review the standardized template to ensure all information is accurate and comprehensive. Input the collected data into the selected CRM system, ensuring alignment with the predefined data structure. Maintain consistent formatting during data entry (e.g., standardizing phone number formats and accurately entering email addresses). Communication Tracking: Implement a system within the CRM to track past, present, and future communications that Advocate Fundraising has with funders/clients, as well as report application submission details. Documentation and Best Practices: Keep a journal or log to document the data entry process, noting any challenges faced and solutions implemented for reference in future projects. If necessary, create guidelines or best practices to assist future users in managing the CRM system effectively.