CRM data migration - Fundly
Youth Development

Step 1: Apply
Send the below info, and if interested, the nonprofit will select a time for a phone interview. You'll get a confirmation with everything you need to know.
Step 2: Interview

You'll have a 30 minute call to discuss the scope and deliverables of the project directly with Rogue Valley Mentoring, and for them to confirm you're a good fit.

Step 3: Start

Once accepted, you'll be able to get right to work. We will check in with you periodically to make sure you have everything you need.

We need support exporting data from Fundly CRM. Ideally, we would find a volunteer who could walk us through the process of exporting the data or could simply do the exportation themselves, whatever they prefer. We are excited to be able to afford to upgrade to a new CRM database! This database will help us to be more successful with fundraisers and will be much more user-friendly for our tiny nonprofit that doesn't employ any database expert staff. We are unable to do the export ourselves and we cannot afford the $1500 price tag that Fundly is asking to do it for us. With a little hand-holding from an expert I believe that we can do this, please consider giving us a hand. We have staff who are ready to dedicate time to this project! We are ready to export and then our new database will walk us through the importation and clean-up process.

Nonprofit Overview

Rogue Valley Mentoring's mission is to transform communities through the mentoring of youth.

Project Overview

CRM data migration - Fundly

Salesforce
Crm
Rogue Valley Mentoring
CRM
Ashland, Oregon
1 - 3 weeks
Can be done remotely

Member since 2019-08-13

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