infinite possibilities of crm: save time, save money, engage
TRANSCRIPT
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: [email protected]
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