YWCA Queensland CRM Project

YWCA Queensland CRM Project

CLIENT: YWCA Queensland

I was asked to set up YWCA Queensland's CRM on Salesforce. Due to management changes, the CRM was abandoned, and I was asked to come back in 2017 to update it with new data.

The initial start of this project was:

  • learning the purpose of the CRM

  • customising Salesforce to suit their data needs

  • cleaning their Excel spreadsheets and field matching for upload

The second part of the project was:

  • learn how the client's needs had changed

  • cleaning the existing data and updating new fields

  • cleaning and uploading new data

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