net2vic: where do all the people live: choosing the right tools to track your data (january 2014)
DESCRIPTION
As organizations grow and mature, they come into contact with more and more people. The challenge becomes to understand which of these contacts are still relevant and how you can maintain contacts to keep them relevant. A CRM (customer relation management) system is a way to keep track of your interactions with supporters and keep track of how they are interacting with you. The benefit that these systems provide to non-profits is to track donors, segment communications based on support level and track when a supporter changes their level of engagement so you can reach. With all these benefits you should be good to go; however, these systems range in costs and functionality. This session helps introduce you to these systems and what questions you need to start asking to choose the system that fits the best with your organization.TRANSCRIPT
Where do all
the people
live?
By
Bradley E. Oldham
popularchange.org
Choosing the
right tools to
track your
data
2014/01/16
Chaos to Community?
People are messy
Overcrowded data
Head for the Clouds
Responsibilities
Example Solutions
Avoiding Storm Clouds
2014/01/16
There are 14 slides
2
People are messy
How many email addresses?
Physical address vs mailing address?
Nature of relationship: Professional,
Personal, other?
What are they interested in?
How many ways are you acquiring new
people?
2014/01/163
Overcrowded Data How much data do you have?
How does do you acquire new contacts
What tracking do you have of existing contacts actions?
2014/01/164
Head for the Clouds?
Keep your system Local?
2014/01/165
Responsibilities
Legal
Social Doable
Legal What laws constrain you
Social Do you have social license
Doable Is it possible and can you afford it
2014/01/166
Ask yourself these three
questions about all
aspects of your systems
and make sure they are
met
Responsibility Details - Legal
2014/01/167
Legal Requirements
Cloud vs Local
BC privacy laws
http://www.oipc.bc.ca/
Retention of data
Taxes – 6 years to indefinite
Industry specific – APEGBC is 10 years
Storing and dating
CRTC Do Not Call – 3 years, 31 days to act upon
Legal
Social Doable
Responsibility Details - Social
2014/01/168
Social License
Privacy concerns of
supporters
Civil disobedience
anonymity
People at Risk
Legal
Social Doable
Responsibility Details - Doable
2014/01/169
Technical / Financial
Almost everything is possible, just costs a lot
Complex systems require extensive training
Expensive systems require expensive maintenance
Inception, operation, maintenance, migrations and termination all cost, plan ahead
Legal
Social Doable
What shape you do see
2014/01/1610
There are two approaches:1. All data is stored in different
applications and needs to be moved manually between them
2. All applications talk together and data can be moved between them internally (both directions)
We believe the second approach is most efficient and scalable
Therefore, the Constituent Relationship Manager (CRM) is the first and critical piece to ensuring a smooth
Constituent Relationship
Management
Website
Social Media
Mailer
Automated
Caller
Petitions
Volunteer Actions
Example solutions
Cloud
2014/01/1611
Sales Force
Plone
Force.com
Javascriptand Hooks
Data.com
Exact Target
Automated
Caller
On website
Data Entry
Data Entry
Engaging Networks
Your Choice
Social Media
Engaging Networks
External
Engaging Networks
Hooks
Data Entry
Nation Builder
Nation Builder
Nation Builder
Nation Builder
Nation Builder
Nation Builder
Nation Builder
Constituent Relationship
Management
Website
Social Media
Mailer
Automated
Caller
Petitions
Volunteer Actions
Targeted at established groups1. No web integration, managed
through data flows2. Customization of data possible3. Some learning options provided4. Modular solution
Great for large multi issue groups1. Professional solutions2. Can run scripts to update or
tag data3. Multiple levels of access
control and customer logins possible
Great for single issue projects1. All in one solution2. Limited amount of
customization3. Lots of online examples
and videos to self learn
CiviCRM
Drupal
Social Media
CiviMail
CiviPhonebank
WebForm
CiviEvent
Example solutions
Local
2014/01/1612
Dynamics
CRM
IIS
Javascriptand Hooks
Exchange
Automated
Caller
Sharepoint
Data Entry
Access
WordPress
Social Media
MailChimp
External
WordPress
External
Constituent Relationship
Management
Website
Social Media
Mailer
Automated
Caller
Petitions
Volunteer Actions
Build your own solution1. Requires internal
support2. Uses combination of
cloud and local
Great for large multi issue groups1. Single Microsoft solution2. Internally hosted3. Most services available
through Techsoup
Open Source solution1. Integrates with Drupal2. Multiple built in modules3. Requires internal
programming expertise
Avoiding Storm Clouds
2014/01/1613
What do you really
need?
Mailing Address
Physical Address
Voting Division
Can you do what
you want with a
postal code?
Thank-you
2014/01/1614
Questions?
Slides will be
posted
Bradley E. Oldham
Popular Change
popularchange.org
250.590.2294