Help us make the most out of our CRM in Monday.com! 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. We are actively focusing on expanding outreach efforts which means we have a significant amount of new data. We want to ensure we are set up correctly now, ensuring we do not spend limited resources down the road reorganizing and cleaning up data. Your help will be instrumental to do this. With the final deliverable being a trianing session, we will continue to see the benefits of your help on this project long after you've completed it.We have already selected a CRM, Monday.com, and are ready to share credentials with you. We’ll come prepared with details about types of data we want to collect, our goals for using the CRM, and a list of any other tools or software we use.