• Analysis of the organization’s present CRM procedures and suggestions for enhancements in areas such as implementation, upkeep, system integration, and insight reporting
• Cost estimates for implementing a new customer relationship management (CRM) system, such as Airtable, Bloomerang, Kindful, Raiser’s Edge, Salesforce, or Salsa CRM, are also included if applicable.
• Please be aware that the suggested customer relationship management system is not included in this assignment. Our Customer Relationship Management (CRM) System Installation endeavor offers advice and system installation.

Some More Information

• I’m hoping to get some assistance in establishing an online system (a “Online Practice Management system”) where our Sojourners and Counselors can keep track of client information and progress with notes, reports, and updates on their present and future treatment plans. It would be ideal if you could also schedule appointments and submit relevant materials.

Financial Clerk for McCain Foods

Awareness of Your Abilities

• Maintenance of Info Bases
• Computer Networks

what you’ve learned from it

• Ability to set up and administer customer relationship management systems
• Your Discretion
• Can be done from afar
• A time commitment of 8-12 hours spread out over 2–4 weeks

Several Reasons Why We Think You’ll Enjoy Your Time as a Helper With Us

• Volunteer your time and talents to a cause you care about while you learn new skills.
• Acquire material for your resume and contacts for future use.
• Have an immediate effect on a local neighborhood group.
• Use your own time and work from home

Application Method

To submit an application, visit www.catchafire.org