CRM Cleanup Project

In this role, I devoted six months to cleaning the 15k+ contact database of a nonprofit organization. The process was essential to launching a new phase of the global campaign, optimizing fundraising efforts, and recruiting/engaging coalition members worldwide.

To achieve these objectives, I:

Conducted a complete audit of the CRM (EveryAction)

Exported records to spreadsheets to clean, sort, and remove duplicates

Corrected missing or incorrect fields

Audited the tags, folder and labels created in the system

Streamlined the segmenting strategy

Created workflows for the organization's primary segments (donors, subscribers, coalition members, and employees)

Provided recommendations for ongoing maintenance

This highly technical project required the use of the CRM, collaboration with the web developer and CRM analyst, and creative writing skills for the welcome email sequences. It resulted in a significant reduction of faulty records, increasing delivery and open rates across the board, and driving the organization's first ever holiday campaign donations.