Salesforce Review & Optimization

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Help the Cool Culture team make the most out of our Salesforce CRM! We’re looking for a volunteer with extensive experience with Salesforce including integrations with other tools we're using to assess our current CRM system and identify ways we can use it to meet our needs more effectively.

Once the volunteer implements the recommended changes, we’d like a brief training session and/or documented guidelines to follow so that we can maintain the CRM going forward.

For almost 25 years, we've served as New York's Best Kept Secret. But too often, the lack of visibility for small, BIPOC-led community organizations like ours, leads to severe underfunding. As we celebrate our 25th Anniversary we want to step out of the shadows, launching into the next phase of our vision, and call on the community to support our critical work. To do so, we need your help strengthening our CRM to ensure we can connect, and build relationships with others who are passionate about our work.

We are already using Salesforce to manage a variety of programmatic processes, and are ready to work volunteer to allow us to strengthen this work, build the relationships with potential supporters and ensure that programmatic and fundraising data are aligned. We’ll come prepared with details about the specific types of data we want to collect, our goals for using the CRM, and a list of any other tools or software we use.