infinite possibilities of crm: save time, save money, engage

The infinite possibilities of CRM: get money, save

time, engageRebecca Saar, Marketing Manager

May 2013

This Session We’ll Cover

Possibilities

~

Benefits

~

What’s involved

Who am I?Rebecca Saar

@RebeccaSaar

Marketing Manager at The Center for Investigative Reporting

Marketing and Membership

*Not a technical person*

Why we’re moving to a new integrated CRM

One integrated CRM geared to mass mailing & donor management and one geared toward foundation and grant management

Patchwork code & integration issues

Both systems do not support the combined organization and its funding needs

Our Mail Chimp/CRM integration

Different possibilities for different organizations

Managing Constituents

Donation history

Contact information

Donation channels

Benefits of an integrated CRM

Save time – save money

MAGIC

Managing multiple datasets

Email Service Provide

rMajor gifts

admin

Major gifts prospectin

g

Foundation and Grants

admin

Online Donations

Offline Donations

Events

Manage multiple datasets in one space

CRM

Email Service Provide

rMajor gifts

admin

Major gifts prospectin

g

Foundation and Grants

admin

Online Donations

Offline Donations

Events

Fundraising & Lifetime Engagement

Juan Carlos

discovers us

Comments on the

website

Signs up for the

newsletter

Re-tweets us

Receives a personalized

event invitation

Becomes a member at the event

He posts photos of event on Facebook

He co-hosts an event with us, donates

again

Cont’d.

Keep data entry at a minimum

Marketing Automation

The solution to staying in constant contact with

thousands of constituents/donors/subscriber

s without manually emailing different lists and creating millions of campaigns via

1. Salesforce

or

2. An integrated marketing automation software

Automatic Renewals & Drip Campaigns

22 Automated renewals

in September

Screenshot from Google Analytics

Reports/Analytics

Bonus Features: EngageSocial Integration

See how many followers are also donors

What your donors are saying on social

#creepyforgood

Webinars/conference calls

Mobile Commons

Bonus Features: EventsCreate lists of inviteesSend reminders about the

event Send automatic RSVP

confirmationsCheck people in on your

phoneTrack who came, who

didn’t digitally – send personalized emails to both

Pull/aggregate RSVPs in one place, real time

App store

How do I get started?

Business Requirements Who will be involved/using the system

What do they need to track/report/manage

What integrations do you need/want

Set priorities

Get buy-in from leadership and end users

Consultant

Salesforce App exchange has a list of consultants they’ve worked with

Get recommendations from your peers

Interview multiple

Create a draft business requirements document beforehand

Full time staff person involved

SummaryBenefits of an integrated CRM

Less manual data entryData all in one placeCustomer lifecycle marketingMarketing AutomationReports & Analytics

Getting StartedBusiness RequirementsConsultantFully time staff person

ResourcesContact me:

Rebecca Saar: rsaar@cironline.org

Find slides on our slidshare account:

http://www.slideshare.net/CenterforInvestigativeReporting

Salesforce Foundation:

http://www.salesforcefoundation.org/

Questions?

Get in touch with CIR

Text “start something”

to 877877

Visit cironline.org/startsomething

Follow: @cironline