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