United Way Retirees Association

Salesforce set up

CRM

Project details

Target skills

  • CRM
  • Salesforce

This organization has completed 4 projects on Taproot+

Project need

UWRA is migrating from an existing instance of Salesforce that is integrated with our fiscal sponsor's CRM to a stand-alone instance through Salesforce's Nonprofit Success Pack. Much of the architecture will be similar, but we need a Salesforce developer to create the new instance. Our segmentation efforts have been limited because of our reliance on another organization's architecture. This project will have an immediate impact on our responsiveness to customers and our reporting capabilities. Initial planning is underway. We have an advisory group of several data specialists familiar with our current database who are already making suggestions for the stand-alone version. They are willing to assist with the transition and ready to get started.

Organization's mission

To enrich the lives of current and future United Way retirees and alumni by helping them stay connected and by using their skills and talents to assist United Ways in serving their communities.

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