Non-Profit Data Management and Salesforce Integration

Bryan Munoz

0

Project Manager

Business Consultant

Operations Manager

Asana

MySQL

Salesforce

Project Overview: Led the development of a customized Salesforce CRM ecosystem for a non-profit organization to enhance data governance, improve decision-making, and boost funding opportunities.
Key Deliverables:
Customized CRM Deployment: Tailored the Salesforce architecture to align with the organization's workflows and data needs.
Data Governance & Privacy: Established rules adhering to CCPA, GDPR, and HIPAA for secure data management.
Empowering Users: Created training resources to enable internal teams to utilize the platform effectively, reducing reliance on external vendors.
Results & Impact:
Secured organizational data with robust governance measures.
Enhanced reporting and data capabilities for informed decision-making.
Increased funding through data-driven marketing narratives.
Skills & Tools: Salesforce Development, Data Governance, Privacy Compliance, Workflow Analysis, Agile Methodology, Change Management.
Like this project
0

Built a custom Salesforce CRM for a non-profit, boosting data security, governance, and funding through tailored architecture and user empowerment.

Likes

0

Views

1

Tags

Project Manager

Business Consultant

Operations Manager

Asana

MySQL

Salesforce

Bryan Munoz

Strategy & Product Development | Data Analyst

Developing a Purpose-Driven Leadership Brand Identity
Developing a Purpose-Driven Leadership Brand Identity
Strategic Growth and Scalable Event Framework for a Global Data
Strategic Growth and Scalable Event Framework for a Global Data
Design
Design
Ethical AI & Community-Centric Product Strategy
Ethical AI & Community-Centric Product Strategy