ProgramsGraduate Consulting Experience (Summer 2025)ProjectsOptimizing CRM Strategy and Scaling Community-Based Fundraising for...

Project Title: Optimizing CRM Strategy and Scaling Community-Based Fundraising for Sow Good Now

Sow Good Now

Details
Project Title Optimizing CRM Strategy and Scaling Community-Based Fundraising for Sow Good Now
Project Topics Corporate Social Responsibility Customer Service & Account Management Data Management Digital Marketing Growth Strategy Information Technology (IT) Organizational Culture
Skills & Expertise Data Collection Data Processing Data Visualization
Project Synopsis: Challenge/Opportunity
Project Title
Optimizing CRM Strategy and Scaling Community-Based Fundraising for Sow Good Now
Challenge/Opportunity
Sow Good Now is a nonprofit that leverages the leadership and community spirit of student-athletes to drive philanthropic action in underserved communities. As the organization grows, it faces a critical opportunity to professionalize its data strategy and fundraising infrastructure in order to unlock major donor potential, support scalable operations, and track volunteer and community impact with greater precision. The current CRM environment (Salesforce Nonprofit Cloud) has been partially built by volunteers but lacks strategic implementation. Sow Good Now seeks a consulting team to assess their current CRM setup, compare systems like Salesforce and HubSpot, and produce a roadmap that links CRM design to sustainable fundraising and impact tracking.
Project Synopsis: Activities/Actions Required

Action Items
  • Conduct an audit of Sow Good Now’s existing Salesforce Nonprofit Cloud environment
  • Evaluate alternative CRM platforms (e.g., HubSpot) for nonprofit use and long-term growth
  • Map and segment key stakeholders (e.g., major donors, student-athletes, coaches, partners)
  • Align CRM structure with strategic objectives across fundraising, volunteer tracking, and program evaluation
  • Recommend workflows, tagging, and reporting configurations to improve data collection and usability
  • Explore how the CRM can support athlete-led service initiatives and donor engagement
  • Draft a high-level plan for ongoing implementation and system ownership
  • Align CRM structure with strategic financial objectives, including improved visibility
    into donation pipelines, volunteer contributions, and program outcomes
Project Synopsis: Expected Results
Measuring Success
  • CRM audit and platform recommendation memo
  • Stakeholder mapping and segmentation framework
  • Customized CRM configuration and workflow design
  • Reporting templates for fundraising and program tracking
  • Strategic roadmap and sustainability plan for implementation

Project Timeline

Sow Good Now - Optimizing CRM Strategy and Scaling Community-Based Fundraising for Sow Good Now
Due Date
Activities
Deliverables
Status
Action
Wed, 04/17/24
12:00 AM UTC
Applications Closed for Students
No Deliverables
No deliverables are required for this action item.
Location: Virtual
CapSource Platform
Fri, 05/10/24
12:00 AM UTC
Teams Finalized, Projects Assigned
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Location: In Person
CapSource
Fri, 05/10/24
12:00 AM US/Eastern (UTC-04:00)
Students Upload Signed "Fordham Unpaid Internship Agreement"
Required Deliverable
Required Deliverable
Deliverable submission is required.
Location: In Person
CapSource
Fri, 05/10/24
12:00 AM UTC
Students Upload Resume
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Fri, 05/17/24
12:00 AM UTC
Industry Partners to Provide Each Offer Letter to Each Student
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Location: In Person
CapSource
Fri, 05/24/24
12:00 AM US/Eastern (UTC-04:00)
Kickoff Eval
Required Evaluation
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Fri, 05/31/24
12:00 AM UTC
Goal Date for CPT Approval
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Location: In Person
CapSource
Mon, 06/03/24
12:00 AM UTC
Projects Launch!
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Guiding Questions:
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Location: In Person
Virtual
Wed, 06/12/24
12:00 AM UTC
Temp Check
Required Evaluation
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Fri, 06/28/24
12:00 AM UTC
Temp Check
Required Evaluation
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Wed, 07/10/24
12:00 AM UTC
Temp Check
Required Evaluation
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Fri, 07/26/24
12:00 AM UTC
Projects End
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Location: In Person
Virtual
Fri, 07/26/24
12:00 PM UTC
End of Project Self Reflection
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Program Managers

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