Skip to Main Content
Back

CRM

Veterans

Relevant Skills

CRM Salesforce

Published Date

Posted July 14, 2025
Veterans

Salesforce CRM Optimization

Project
Remote
The Home of Record Project
Apply Now
* 1 person has applied to this opportunity

Help us make the most out of our Salesforce CRM! We’re looking for a volunteer to assess our current CRM system and identify ways we can use it to meet our needs more effectively, including potential integrations with other tools we’re using. Once the volunteer implements the recommended changes, we’d like a brief training session and/or documented guidelines to follow so that we can maintain the CRM going forward.

To serve our community more efficiently and grow our impact, we’re seeking a volunteer to help us strengthen and streamline our use of Salesforce. As a small but growing nonprofit, having a well-organized, functional CRM system is essential to managing relationships with veterans, volunteers, donors, and partners. This project will help us centralize data, automate communications, and gain better insights into the people and processes that drive our mission forward.

By volunteering your time and Salesforce expertise, you'll help us:
- Improve outreach and follow-up with the veterans we serve.
- Track donor engagement more effectively to increase sustainability.
- Build workflows that make our small team more efficient and focused.
- Lay the technical foundation for long-term program growth and accountability.

Your contribution will directly enhance our ability to provide timely support to veterans and ensure that no one is left behind due to administrative inefficiencies. With your help, we can do more than manage data—we can build a stronger, more connected system of care for those who’ve served.

We have already selected Salesforce as our CRM and are ready to share credentials with a volunteer. We’ll come prepared with details about the specific types of data we want to collect, our goals for using the CRM, and a list of any other tools or software we use.

The Home of Record Project

Location

Phoenix, Arizona

Website

https://homeofrecordproject.org/

Member Since

Jul 2025

Completed Taproot Plus Partnerships

0

Organization Mission

Our mission is to provide comprehensive housing assistance, financial stability grants, and social support services to veterans in need. We aim to fill the gaps where state and federal resources fall short, helping veterans regain stability, improve their overall well-being, and reintegrate into society as valued and empowered individuals.

Program Focus Areas

Community Building
Crisis Support
Housing & Homelessness
Human Services
Low-Income Communities
Veterans & Military Families
Other Needs from This Organization
See Similar Opportunities

See All

Opportunities

Project

Accounting & Finance

Arts, Culture, & Humanities

We are too small to require an audit, but funders we're interested in applying to require a financial review, which is very expensive. We'd like a pro bono review. A financial...

Posted May 19, 2025

View Opportunity

Golden Crown Literary Society

Project

Other

Community Development

We're in search of a principal engineer or engineering manager who could assist with technical architecture review, and user story scoping and sequencing. The product is an...

Posted

View Opportunity

Project Bridget

Project

Marketing Strategy

Youth Development

My goal for this Taproot Project is to get our Google Adwords grant back to running efficiently. Unfortunately, we had a volunteer try to optimize and didn't really know what she...

Posted

View Opportunity
LCMS K.I.S.S. Club (Parent Booster USA)

LCMS K.I.S.S. Club (Parent Booster USA)