CRM Maintenance

Curt's Café runs two working cafés (Evanston and Highland Park, IL) that double as paid job-training sites for young adults ages 15-24. We use Salesforce, provisioned through the nonprofit Power of Us program, to manage our workforce-training and case-management data, and currently have 10 free nonprofit licenses in use.

We have never purchased a paid Salesforce license before, and the staff member who originally set up our Salesforce org is no longer with the organization. As a result, no one on our team currently understands how to buy an additional license, provision it, or configure a new user — and we have no dedicated database administrator. One team member on our development staff is the most comfortable navigating Salesforce day-to-day, but is not a technical or admin-level user.

We need 2 additional licenses beyond our current 10 free seats: one right away for a current staff member who needs access now, and one more within the next 1-3 months for a new hire. Beyond simply getting these two licenses live, we want a teammate on our staff to come away able to repeat this process independently the next time we need to add a license — ideally with the volunteer remaining reachable for a quick question when that next license is added.