constituent relationship management software for nonprofits
DESCRIPTION
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.TRANSCRIPT
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Constituent Relationship Management (CRM) Software for Nonprofits
Karen Graham
April 17, 2012
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April 24, 2012
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May 8, 2012
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Constituent Relationship Management (CRM) Software for Nonprofits
Karen Graham
April 17, 2012
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Protecting and Preserving the Institutional Memories of Nonprofits Since 1993
www.cjwconsulting.com
(866) [email protected]
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Affordable collaborative datamanagement in the cloud.
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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:@[email protected]
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Upcoming Tech Tuesday WebinarsDates Topic
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5/8 How to Blog your way to Increased Constituent Engagement and Fundraising
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