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Moving to a web based crm database or fundraising system


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A comparison of web based systems versus computer based systems.

A comparison of web based systems versus computer based systems.

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  • 1. Moving to a Web-Based CRM Database or Fundraising System
    Jeff Gordy
    President of Z2 Systems
  • 2. Learn the differences between web-based & computer or server based Fundraising & CRM systems
    Learn about many of the ways a CRM or Fundraising system could help your organization
    Learn how the CRM & Fundraising software market is broken down and discover some of the options available
    Discover some great resources and methodologies for finding the right solution for your organization
    Have your questions answered.
    Why are we here today?
  • 3. Jeff Gordy, President of Z2 Systems
    Z2 Systems NEON software was one of the first few fundraising software companies that was “Cloud” based and has been building on our web platform since 2004
    NEON is one of the largest Cloud based Platforms available, and is able to capture a limitless amount of information, data, and history of your donors, prospects and constituents
    Who am I?
  • 4. Please let us know
    Your Name
    Your Organization
    How you track your donors & people currently?
    Who Are You?
  • 5. CRM stand for “Customer” or “Constituent” Relationship Management
    Both used to track people
    Fundraising Software enables you to track donors activities & histories
    Donation Software might just track “Donations”, and what you need to track are “Donors”
    Many times CRM or Fundraising software can also help you track events, memberships, letters, emails, and more.
    CRM SoftwareVersus Fundraising Software Versus Donation Software
  • 6. Web Based or SaaS SoftwareVersus Computer or Server Based Software
    Computer or Server Based
    SaaS or Web Based
    Software is installed and runs on your computer
    This is what we are most familiar with
    If it runs on a server it can be access from a network
    Must have special software & security installed to access system from outside of the office
    You manage all updates, backups, and computer / server issues.
    Ability to operate from an internet browser
    Similar to banking software you might use or Google Apps
    No software to be installed
    Data is located at provider’s offices or better yet a data center.
    Provider manages all updates, backups, and computer/server issues
  • 7. Computer / Server based Software
    You do not need internet access to access your data
    You have more control over updates & backups
    Usually a lower one-time purchase price.
    You need to manage your backups & if a computer or server crashes it is your responsibility to fix it
    You can only access your data from the computer or server it is on.
    Software can be easily outdated and you will need to update or upgrade the software yourself
  • 8. SaaS or Web Based Software
    Work from anywhere you have an internet connection
    Backups & updates are handled automatically
    No need to maintain your own server or database on your computer
    Additional security is usually provided
    Data can be updated from multiple locations all at once
    You can work with Mac & Pc Computers in the same environment
    Internet Access is Required
    You probably will not have access to the “source code”, but may have access to API or SOAP connections.
    Make sure you can get the data you require out of the system, because the reports & exports have to meet your needs
    Upgrades can happen without warning at times.
    Make sure to check the uptime of the provider
    Make sure to check the speed of the software online
  • 9. Do you just need a donation page? Or do you need to track “Donors” and “Fundraising”?
    What kind of reports & data do you need from the system?
    How much segmenting is important to you?
    Do you need to send out emails and track them?
    Do you need to send & manage letters?
    Do you want the system to automatically send emailed tax receipts?
    Would you like to be able to enter batches of donations by check?
    Do you need to manage Soft-Credits, Split Donations, or Matched Pledges?
    Do you want your website to connect to your CRM or fundraising system?
    What do you need to do with your CRM or Fundraising System?
  • 10. Do you manage events?
    Do you manage membership?
    Would you like to run surveys?
    Would you like to do “peer to peer” fundraising?
    Do you need to give access to other people in different locations?
    Would you like to share documents as staff or attach documents to people in your database?
    Do you need to track volunteers?
    Do you need to see the relationships between people in your database?
    Do you want to give your donors & constituents access to their own records?
    What do you need to do with your CRM or Fundraising System? (continued)
  • 11. Many choices- trick is to find out what best matches your needs. Focus on your needs, not the flash.
    Market falls into a few segments
    Fundraising software that is Web Based and can connect into your existing website like Etapestry, DonorPerfect Online, or NEON
    Fundraising software that is “open source” like CiviCRM
    CRM software that is web based but requires a consultant to setup properly like Salesforce
    The CRM & Fundraising Software Market
  • 12. NEON Contact Record
    NEON Peer to Peer Fundraising
    NEON Reporting
    NEON Events
    NEON Web Pages
    A Small Look at NEON
  • 13. Create a Plan:
    What do you need?
    What do you have to spend?
    When do you need it by?
    Create a “Must Have” & “Desired” List
    Create a realistic budget for what you have to spend over the next five years
    Create a realistic goal date for when you would like to be up an running by including selection & training
    Are customizations or consulting an option?
    Finding the Right Solution part I
  • 14. Figure out which vendors have the best match for what you are seeking and for what you can afford.
    Send the vendors a list of your requirements
    Ask for pricing based on your requirements
    Compare the vendors responses in the same format
    Attend a demonstration of the 2 or 3 vendors that best match what you need
    See if you can “test” the system yourself
    Finding the Right Solution part II
  • 15. Ask the vendors questions about any items you are unsure of. There are no “stupid” questions.
    Ask the vendor for an implementation time schedule & plan.
    Ask for references from other organizations using the system
    If customizations are possible see what it would take for a “perfect” solution.
    Compare capabilities & pricing and make your selection
    Finding the Right Solution part III
  • 16. NTEN
    Google AdWords Program for Nonprofits
    AFP Conference
    Good Resources for Nonprofits
  • 17. Feel free to contact me:
    Jeff Gordy
    (888) 860 6366 ext. 105
    10% off First Years “Monthly Fees” for organizations attending today
    Sign up for a trial or demonstration at
    Open for Questions
  • 18. Session Evaluation
    Each entry via text or web is a chance to win great NTEN prizes throughout the day!
    Text 11NTCWebbased to 69866.
    Use 11NTCWebbasedat
    Session Evaluations
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