Salesforce Non-profit Starter Pack 3.0 Setup and Reporting
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Post a project like this3375
$20/hr
- Posted:
- Proposals: 2
- Remote
- #661274
- Awarded
Description
Experience Level: Intermediate
General information for the website: Salesforce Non-profit Starter Pack 3.0 Setup and Reporting
Description of requirements/features: We are a small non-profit organization. We have a new SalesForce account (Enterprise Edition) with Non-profit Starter Pack 3.0 (NPSP3) installed. We would like to hire an expert who can help us setup and create a workflow for the following tasks.
1. Entering our supporters pledges and donations (one-time, recurring, mailed, credit card, etc.) with a class designation.
2. Sending confirmation e-mails after donations are entered (generated and emailed through SF)
3. Creating summaries of donation batches including the total amounts to be deposited at the bank and the totals by class designation.
4. Customizing contact views to show specific contribution information for each individual. Ex. viewing their pledges versus their actual donations.
5. Generating end-of-year giving reports (totals for a calendar year) which we can e-mail and mail to our supporters which show itemized giving with class designation and total amount of giving.
We will schedule meeting(s) with the expert via web conference (VOIP with screen sharing) between the hours of 9-6pm EST (GMT-5). In the web conference, we will discuss our needs and work with the expert to create a plan for the above tasks. We will pay the hourly rate for the time the expert spends with us in the web conference(s). We estimate we will need at least 3 hours of help, but there is a good chance we will need more. We will pay in quarter hour increments (rounded up). Ex. If we spend 65min in a web conference with the expert we will pay 1.25 times the hourly rate established. We reserve the right to end the web conference at any time and select a different expert at our discretion.
Only proposals which include this information will be considered:
A. Please describe your experience with NPSP3.
B. Please describe your experience working on similar projects (items above) with NPSP3.
C. Generally speaking, what is your availability for web conferencing between 9-6pm EST (GMT-5), Monday through Friday?
D. What is your spoken English proficiency level? This project will require a lot of spoken dialogue.
Thank you for your consideration.
Extra notes:
Description of requirements/features: We are a small non-profit organization. We have a new SalesForce account (Enterprise Edition) with Non-profit Starter Pack 3.0 (NPSP3) installed. We would like to hire an expert who can help us setup and create a workflow for the following tasks.
1. Entering our supporters pledges and donations (one-time, recurring, mailed, credit card, etc.) with a class designation.
2. Sending confirmation e-mails after donations are entered (generated and emailed through SF)
3. Creating summaries of donation batches including the total amounts to be deposited at the bank and the totals by class designation.
4. Customizing contact views to show specific contribution information for each individual. Ex. viewing their pledges versus their actual donations.
5. Generating end-of-year giving reports (totals for a calendar year) which we can e-mail and mail to our supporters which show itemized giving with class designation and total amount of giving.
We will schedule meeting(s) with the expert via web conference (VOIP with screen sharing) between the hours of 9-6pm EST (GMT-5). In the web conference, we will discuss our needs and work with the expert to create a plan for the above tasks. We will pay the hourly rate for the time the expert spends with us in the web conference(s). We estimate we will need at least 3 hours of help, but there is a good chance we will need more. We will pay in quarter hour increments (rounded up). Ex. If we spend 65min in a web conference with the expert we will pay 1.25 times the hourly rate established. We reserve the right to end the web conference at any time and select a different expert at our discretion.
Only proposals which include this information will be considered:
A. Please describe your experience with NPSP3.
B. Please describe your experience working on similar projects (items above) with NPSP3.
C. Generally speaking, what is your availability for web conferencing between 9-6pm EST (GMT-5), Monday through Friday?
D. What is your spoken English proficiency level? This project will require a lot of spoken dialogue.
Thank you for your consideration.
Extra notes:
Chad B.
100% (11)Projects Completed
3
Freelancers worked with
2
Projects awarded
38%
Last project
6 Apr 2020
United States
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