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YWCA QLD CRM

Client: YWCA Queensland
Timeframe: 2014 & 2017
Highlight: clean data is so rewarding!

I was asked to set-up YWCA Queensland's CRM on Salesforce in 2013. 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 what the client want to use their CRM for
  • customise 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

does the thought of cleaning data make you want to poke your eyes out? because i love it!