Constituent Relationship Management (CRM) Software for Nonprofits

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Is your nonprofit struggling with many communication channels, people who play multiple roles, and lots of different places to keep track of all that information? Constituent Relationship Management, …

Is your nonprofit struggling with many communication channels, people who play multiple roles, and lots of different places to keep track of all that information? Constituent Relationship Management, or CRM, is your system for holding it all together. Underpinned by a database and a set of integrated communication tools, your CRM can streamline your work; it can improve results of fundraising, advocacy and marketing efforts; and it can increase your impact.

Choosing the right CRM software for your nonprofit can be a daunting task. While one or two large corporations dominate the nonprofit software market, there are dozens of other good choices, and it can be hard to differentiate between all of them.

After participating in this web conference, you'll have all the basic knowledge you need to assess return on investment for this type of technology, do some informed shopping, and feel confident in your decision.

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  • 1. Constituent Relationship Management (CRM) Software for Nonprofits Karen Graham April 17, 2012A Service Of: Sponsored by:
  • 2. Protecting and Preserving the www.cjwconsulting.com Institutional Memories of Nonprofits Since 1993 (866) 598-0430 info@cjwconsulting.comA Service Of: Sponsored by:
  • 3. Affordable collaborative data management in the cloud.A Service Of: Sponsored by:
  • 4. Today’s Speaker Karen Graham Director of Business Development, thedatabank, incAssisting with chat questions: Hosting:April Hunt, Nonprofit Webinars Cheri J Weissman, CJW Consulting & Services, Inc.A Service Of: Sponsored by:
  • 5. Constituent Relationship Management (CRM) Software for Nonprofit Organizations
  • 6. What is CRM? Fragmentation of communication channels Constituents playing multiple roles, complex relationships Data silos! 360 degree view Impact of multi-channel campaigns Culture of Data
  • 7. Karen’s6 StepProgramfor CRMShoppingNirvana photo credit: thekellyscope
  • 8. 6 Step Program1. Readiness?2. Needs Assessment3. Demos4. Proposal5. Comparison6. Post-Decision
  • 9. 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
  • 10. Step 2:Identifyyournonprofit’sneeds andpriorities•Goals•Current Toolsand Assets•Parameters photo credit: mistersnappy
  • 11. 5 Quick Tips for Needs Assessment1. Involve Stakeholders2. Document and Organize3. Work Backward4. Ask Good Questions5. Prioritize/Rank
  • 12. Step 3:Demonstrations photo credit: stevendepolo
  • 13. Tips for Demonstrations Insist on a custom demo. Connect to business goals, tasks. Take notes.
  • 14. Key Features Support!  Mobile SaaS vs Traditional  Customization Contact History  Ease of Use Relationships  Upgrades eMail, Web and Social  Import/Export Media Integration
  • 15. Step 4: Proposal Products/key features Ownership and data privacy Support and training Detailed estimate, cost outlook Responsibilities Timeline Opt-out
  • 16. Step 5: Comparison Back to needs assessment Demo notes Trust level? References
  • 17. But howmuchdoes iscost? photo credit: 401k
  • 18. Cost ComponentsOne Time Costs Ongoing Costs Setup  Subscription/License Data Migration, Conversion  User Accounts Customization  Support Contract Training  Training  Data Hygiene, Revision, Imports
  • 19. Just whenyou thoughtyou werefinished… photo credit: Monty Python
  • 20. Step 6: After Launch Training! 3 Month Review Annual Tune-up and Clean-up
  • 21. Traps andMistakes(!) photo credit: ClintJCL
  • 22. Traps and MistakesNo Yes Just have the intern do it  Provide executive leadership Lack of staff buy-in  Stoke up the team! Seduced by whiz-bang  Choose features based on features business needs Pick whatever is cheapest  Maximize ROI
  • 23. More Traps and MistakesNo Yes Don’t read the contract  Review contract w/rep No budget for support and  Plan for cost of ownership training Failure to complete training  Require staff to be trained
  • 24. Go now andselect anonprofitCRM systemwithconfidence. photo credit: Luminis Kanto
  • 25. Find listings for our current season of webinars and register at: NonprofitWebinars.comA Service Of: Sponsored by: