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

Touchpoints & Assignments Date Type

Applications Closed for Students

 Apr 17 2024 Event

Students Upload Resume

 May 10 2024 Action Item

Students Upload Signed "Fordham Unpaid Internship Agreement"

 May 10 2024 US/Eastern (UTC-04:00) Event

Teams Finalized, Projects Assigned

 May 10 2024 Event

Industry Partners to Provide Each Offer Letter to Each Student

 May 17 2024 Event

Kickoff Eval

 May 24 2024 US/Eastern (UTC-04:00) Evaluation

Goal Date for CPT Approval

 May 31 2024 Event

Projects Launch!

 Jun 03 2024 Event

Temp Check

 Jun 12 2024 Evaluation

Temp Check

 Jun 28 2024 Evaluation

Temp Check

 Jul 10 2024 Evaluation

Projects End

 Jul 26 2024 Event

End of Project Self Reflection

 Jul 26 2024, 12:00 PM Evaluation

Upload your Résumé

 May 16 2025 Action Item

TEMPERATURE CHECK: How's the project going so far?

 Jun 20 2025 Evaluation

PROJECT REFLECTION: Can you give us your feedback?

 Jul 26 2025 Evaluation

End of Project Peer Evaluation

 Jul 26 2025 Evaluation

Program Managers

Name Organization