As your database grows, more and more mistakes and inconsistencies tend to creep in. Have your VA validate all new incoming data to ascertain all your data is consistent with your data standards.
Change from Billing Address to Home
When payments are received in the CRM, the donor's address is stored as 'billing'. Billing addresses carry the risk of getting overridden. Have your VA convert good billing addresses to be home addresses and keep the good data.
Add Genders
We would like to make our interactions as personalized as possible, tagging the right gender is crucial for this. Have your VA check this weekly.
Data Base Cleanup/Maintenance
Merging and Duplicate Checking
Are there duplicate contacts plaguing your reports and cluttering your database? Have your VA merge these entries to keep your reports accurate and database clutter free.
Address Verification and Validation
Returned mails are a hassle. Have your VA validate the information to minimize the chances that you would ever get a returned mail due to an invalid address.
Email Address Verification
Are you sending emails to broken email addresses? Have your VA validate the email addresses on your CRM. VAs can make sure all email addresses are valid.
Phone Number Standardization
We embrace the uniqueness of everyone, but we would like the format of their phone numbers the same. Have your VA standardize the format of the phone numbers in your CRM. Make it visually pleasing and easier to find inaccuracies in their information.
Fill Missing Information
It is crucial to have all vital information readily available in your CRM. Have your VA check for missing information and fill them so you won’t have to scramble for information when you urgently need it.
Spam Submissions
There are just some spam bots out there that find their way to our database. Your VAs can filter and delete those out for you.
Continuous Data Entry
Checks and Payments
As you fund raise on the go . Have your VA enter the donation you received into the CRM
Voicenote your Interactions
Mental notes of conversations are great, but having them in writing will allow you to look them up later on. Have your VA transcribe your meetings and activities and enter them into the CRM.
Receipts
Be timely with thanking your Donor. Have your VA send the receipts
Social Media Management
Weekly Post "Ex Colen"
Assign a weekly task for your VA to do your social media posting for you. Student of the week, notable events for the week, and any themed post you would like to post weekly.
Daily Birthday Greetings
Birthdays are one of the most important personal events yearly. Never miss the chance to greet people in your community when it is their birthday by having your VAs do it for you.
Engaging in other Posts
Interactions are important for community building. Liking, reacting, and commenting on social media posts is a good way to initiate and maintain connections.
Connecting with other Contacts
Expand your network by having your VA reach out to other contacts that you have not tapped into yet.
Searching for Jewish People
Look for Jewish people near you and make them part of your community by having your VAs search for them in social media.
