constituent relationship management software for nonprofits

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Highlights:-Know what a CRM is and how it can help you-Understand key features to look for in CRM software for nonprofits-Identify your nonprofit’s needs and priorities-Avoid common traps and mistakes in buying nonprofit software-Know what to budget, and pay a fair price for the software and service-Select a nonprofit CRM system with confidenceWebinar recording available at http://nonprofitwebinars.com/past_webinars/constituent-relationship-management-crm-software-for-nonprofits/Presented for NonprofitWebinars.com Tech Tuesday series.

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Sponsored by:A ServiceOf:

Constituent Relationship Management (CRM) Software for Nonprofits

Karen Graham

April 17, 2012

Use Twitter Hashtag #npweb

Sponsored by:A ServiceOf:

How This Webinar Works• A link to the slides/materials will be sent in an

email after the webinar

• If you’d like to ask a question during the webinar, you can type it in the question box of your control panel on the right side of your screen

• Chat with us on twitter using the hashtag - #npweb

Sponsored by:A ServiceOf:

April 24, 2012

Increasing Productivity With Google Apps & Gmail Tools

May 8, 2012

How to Blog your way to Increased Constituent Engagement and Fundraising

Visit www.NonprofitWebinars.com for a complete list

Upcoming Tech Tuesday Webinars

Sponsored by:A ServiceOf:

Constituent Relationship Management (CRM) Software for Nonprofits

Karen Graham

April 17, 2012

Sponsored by:A ServiceOf:

Protecting and Preserving the Institutional Memories of Nonprofits Since 1993

www.cjwconsulting.com

(866) 598-0430info@cjwconsulting.com

Sponsored by:A ServiceOf:

Affordable collaborative datamanagement in the cloud.

Sponsored by:A ServiceOf:

Today’s Speaker

Karen GrahamDirector of Business Development,

thedatabank, incHosting:

Cheri J Weissman, CJW Consulting & Services, Inc.

Assisting with chat questions: April Hunt, Nonprofit Webinars

Constituent Relationship Management (CRM)

Software for Nonprofit Organizations

What is CRM?Fragmentation of communication channelsConstituents playing multiple roles, complex

relationshipsData silos!360 degree viewImpact of multi-channel campaignsCulture of Data

photo credit: thekellyscope

Karen’s 6 Step Program for CRM Shopping Nirvana

6 Step Program1. Readiness?2. Needs Assessment3. Demos4. Proposal5. Comparison6. Post-Decision

Step 1: Are You Ready?"If I could give nonprofits one piece of advice about

preparing for/starting a database transition, it would be

to make sure that you are doing it for the right reasons. That you are not looking for a quick fix, but you are truly interested in

collecting and using data from your constituents to drive how you provide services to them, and because of that, you are committed to the sometimes long and somewhat painful process of choosing and implementing the right database.“ ~Natalie Brenner, Progressive Technology Project

photo credit: mistersnappy

Step 2: Identify your nonprofit’s needs and priorities•Goals•Current Tools and Assets•Parameters

5 Quick Tips for Needs Assessment1. Involve Stakeholders2. Document and Organize3. Work Backward4. Ask Good Questions5. Prioritize/Rank

photo credit: stevendepolo

Step 3: Demonstrations

Tips for DemonstrationsInsist on a custom demo.Connect to business goals, tasks.Take notes.

Key FeaturesSupport!SaaS vs TraditionalContact HistoryRelationshipseMail, Web and

Social Media Integration

MobileCustomizationEase of UseUpgradesImport/Export

Step 4: Proposal Products/key featuresOwnership and data privacySupport and trainingDetailed estimate, cost outlookResponsibilitiesTimelineOpt-out

Step 5: ComparisonBack to needs assessmentDemo notesTrust level?References

photo credit: 401k

But how much does is cost?

Cost ComponentsOne Time Costs Ongoing CostsSetupData Migration,

ConversionCustomizationTraining

Subscription/LicenseUser AccountsSupport ContractTrainingData Hygiene, Revision,

Imports

photo credit: Monty Python

Just when you thought you were finished…

Step 6: After LaunchTraining!3 Month ReviewAnnual Tune-up and Clean-up

photo credit: ClintJCL

Traps and Mistakes(!)

Traps and MistakesNo YesJust have the intern do itLack of staff buy-inSeduced by whiz-bang

featuresPick whatever is

cheapest

Provide executive leadership

Stoke up the team!Choose features based

on business needsMaximize ROI

More Traps and MistakesNo YesDon’t read the contractNo budget for support

and trainingFailure to complete

training

Review contract w/repPlan for cost of

ownership

Require staff to be trained

photo credit: Luminis Kanto

Go now and select a nonprofit CRM system with confidence.

More Help:@karentgrahamkaren@thedatabank.com

Sponsored by:A ServiceOf:

Upcoming Tech Tuesday WebinarsDates Topic

4/24 Increasing Productivity With Google Apps & Gmail Tools

5/8 How to Blog your way to Increased Constituent Engagement and Fundraising

Register at NonprofitWebinars.com

Sponsored by:A ServiceOf:

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