Non-Profit Data Management and Salesforce Integration
Bryan Munoz
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.
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Posted Jan 18, 2025
Built a custom Salesforce CRM for a non-profit, boosting data security, governance, and funding through tailored architecture and user empowerment.
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