CRM configuration and customization
Social Services

Social Purpose Works is the latest innovative program offering of Metropolitan Family Service (MFS), a Portland social service agency since 1950. What’s unique about Social Purpose Works (SPW) is the intentional focus on recruiting professionally skilled volunteers (pro bono) to tackle capacity building projects for metro Portland’s nonprofits.

Social Purpose Works is recruiting for a CRM Implementation and Optimization specialist for Play it Forward.

Play it Forward (PIF) provides musical instruments, instruction and inspiring opportunities to children in need throughout the Pacific Northwest. PIF accepts and, in turn, donates gently used musical instruments to individual students in need, musical organizations and other student-based outreaches. PIF donates over $250,000 in instruments throughout the Portland Metro area, reaching hundreds of students per year.

PIF also provides semi-private piano lessons to at-risk youth. PIF sends qualified music instructors to meet students where they are and teach piano lessons. This fall, Play it Forward will enroll 100 students in this program. Each student enrolled in piano lessons will also receive a piano. Students are required to perform at an annual piano recital, reaching families, administrators and community members. Last year, or recitals reached over 200.

Play it Forward offer students with desire and talent, but no financial means, to finally have the music lessons that have only lived in their dreams. Play it Forward is also the beneficiary of the annual Ten Grands concert created by their founder, Michael Allen Harrison, 20 years ago.
Play it Forward is growing locally and is hoping to create new chapters in other states. In order to expand efficiently in a secure format, PIF needs a scalable master database that captures, tracks, sorts and reports on instrument and cash donations, funders and sponsors; current and prospective instrument recipients; PIF piano teachers, teacher logs, students, lesson sites and shareable scheduling features; email marketing capabilities; integrated online forms including inventory/distribution and scholarship requests; data/results usable for grant writing purposes; and can create automated correspondence and reminders. PIF is currently using a combination of Airtable and Google Sheets to track its donor and organizational information.

Key Deliverables:
- Confirm specific functionalities and goals of desired CRM
- Vet CRMs and compare with the current database to determine which is best fit for Play it Forward
- Optimize CRM field configuration for management and reporting and for easy end-user experience
- Develop processes and implement CRM
- Precisely document workflow
- Provide training to staff to maximize ROI
Knowledge, Skills, Abilities Required:
- Demonstrated CRM design and implementation and optimization experience including customized process building
- Excellent project management and operations background
- Database applications
- Donor software
- Training and coaching staff

Education/Experience: A thorough understanding of CRM comparative analysis and proven, past successful implementation and optimization for unique nonprofit needs. An understanding of non-profit donor stewardship, communications and inventory/distribution tracking very helpful.

Time commitment: Medium project, 60-120 hours. Flexible hours around your schedule. Ideally completed within 3-4 months of start date.

Resources: The Project Champion is the CEO with access to staff administrative assistant who manages current database.

Work Environment/Location: Portland, OR or work from home. Initial face to face meeting is preferred but not required.

This is a pro bono opportunity. To view this opportunity on our site, visit https://www.socialpurpose.works/opportunity/a0Cf400000Hz948EAB. For more information call Social Purpose Works at 503-688-1776.

Nonprofit Overview

Metropolitan Family Service helps people move beyond the limitations of poverty, inequity and social isolation.

Project Overview

CRM configuration and customization

Salesforce
Crm
Metropolitan Family Service
CRM
6 projects
Portland, Oregon
6 - 9 weeks
Can be done remotely

Member since 2017-06-15

This project is currently inactive, and cannot accept applications at this time.