Data and CRM Manager Services
Location:
Washington, District of Columbia, United States
Posted on:
Deadline:
Summary:
Seeking a provider to manage and enhance data and CRM services, maintain integrations, ensure data quality, and deliver actionable reporting aligned with organizational goals.
Get full access to this RFP
Download the full RFP document and use Settle's AI to analyze requirements, estimate budget, and draft winning responses in minutes.
The organization seeks a vendor to provide comprehensive data and CRM manager services, focused on managing and maintaining the EveryAction CRM as the central point for constituent information. Responsibilities include ensuring data quality, structure, and governance across all systems, as well as developing and maintaining standard operating procedures for data management.
The provider will support data migrations and system integrations with tools such as Mailchimp, Quorum, WordPress, and Zapier. Additional tasks involve building dashboards, reports, and analytics to inform communication and engagement strategies, defining key performance indicators and reporting frameworks aligned with organizational objectives, and translating data insights into accessible reporting for both staff and leadership.
Best-fit vendors:
• Experience managing nonprofit or advocacy organization CRMs (preferably EveryAction)
• Expertise in data governance and migrations
• Proficiency with integrations involving Mailchimp, Quorum, WordPress, and Zapier
• Strong track record in reporting, analytics, and dashboard development
• Ability to translate technical insights into clear communication for diverse stakeholders
