Constituent Relationship Management (CRM)            Software for Nonprofits                Karen Graham                  ...
How This Webinar Works     •      A link to the slides/materials will be sent in an email            after the webinar    ...
Upcoming Tech Tuesday Webinars  April 24, 2012    Increasing Productivity With Google Apps & Gmail Tools  May 8, 2012    H...
Constituent Relationship Management      (CRM) Software for Nonprofits              Karen Graham                April 17, ...
Protecting and Preserving the     www.cjwconsulting.com            Institutional Memories of            Nonprofits Since 1...
Affordable collaborative data             management in the cloud.A Service   Of:                     Sponsored by:
Today’s Speaker                                       Karen Graham                                 Director of Business De...
Constituent Relationship    Management (CRM) Software for Nonprofit          Organizations
What is CRM? Fragmentation of communication channels Constituents playing multiple roles, complex    relationships   Da...
Karen’s6 StepProgramfor CRMShoppingNirvana           photo credit: thekellyscope
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...
Step 2:Identifyyournonprofit’sneeds andpriorities•Goals•Current Toolsand Assets•Parameters                 photo credit: m...
5 Quick Tips for Needs Assessment1.   Involve Stakeholders2.   Document and Organize3.   Work Backward4.   Ask Good Questi...
Step 3:Demonstrations         photo credit: stevendepolo
Tips for Demonstrations Insist on a custom demo. Connect to business goals, tasks. Take notes.
Key Features Support!                 Mobile SaaS vs Traditional      Customization Contact History          Ease of...
Step 4: Proposal Products/key features Ownership and data privacy Support and training Detailed estimate, cost outlook...
Step 5: Comparison Back to needs assessment Demo notes Trust level? References
But howmuchdoes iscost?          photo credit: 401k
Cost ComponentsOne Time Costs                 Ongoing Costs Setup                         Subscription/License Data Mig...
Just whenyou thoughtyou werefinished…          photo credit: Monty Python
Step 6: After Launch Training! 3 Month Review Annual Tune-up and Clean-up
Traps andMistakes(!)          photo credit: ClintJCL
Traps and MistakesNo                             Yes Just have the intern do it    Provide executive leadership Lack of...
More Traps and MistakesNo                               Yes Don’t read the contract         Review contract w/rep No bu...
Go now andselect anonprofitCRM systemwithconfidence.More Help:@karentgrahamkaren@thedatabank.com               photo credi...
Upcoming Tech Tuesday Webinars  Dates                                         Topic 4/24       Increasing Productivity Wit...
Thank you!  Please complete the post event survey       that will show up as you leave the webinar.            You will be...
Constituent Relationship Management Software for Nonprofits
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Constituent Relationship Management Software for Nonprofits

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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 confidence

Webinar recording available at http://nonprofitwebinars.com/past_webinars/constituent-relationship-management-crm-software-for-nonprofits/

Presented for NonprofitWebinars.com Tech Tuesday series.

Published in: Technology, Business
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Constituent Relationship Management Software for Nonprofits

  1. 1. Constituent Relationship Management (CRM) Software for Nonprofits Karen Graham April 17, 2012 Use Twitter Hashtag #npwebA Service Of: Sponsored by:
  2. 2. How This Webinar Works • A link to the slides/materials will be sent in an email after the webinar • If you’d like to ask a question during the webinar, you can type it in the question box of your control panel on the right side of your screen • Chat with us on twitter using the hashtag - #npwebA Service Of: Sponsored by:
  3. 3. Upcoming Tech Tuesday Webinars April 24, 2012 Increasing Productivity With Google Apps & Gmail Tools May 8, 2012 How to Blog your way to Increased Constituent Engagement and Fundraising Visit www.NonprofitWebinars.com for a complete listA Service Of: Sponsored by:
  4. 4. Constituent Relationship Management (CRM) Software for Nonprofits Karen Graham April 17, 2012A Service Of: Sponsored by:
  5. 5. Protecting and Preserving the www.cjwconsulting.com Institutional Memories of Nonprofits Since 1993 (866) 598-0430 info@cjwconsulting.comA Service Of: Sponsored by:
  6. 6. Affordable collaborative data management in the cloud.A Service Of: Sponsored by:
  7. 7. 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:
  8. 8. Constituent Relationship Management (CRM) Software for Nonprofit Organizations
  9. 9. 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
  10. 10. Karen’s6 StepProgramfor CRMShoppingNirvana photo credit: thekellyscope
  11. 11. 6 Step Program1. Readiness?2. Needs Assessment3. Demos4. Proposal5. Comparison6. Post-Decision
  12. 12. 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
  13. 13. Step 2:Identifyyournonprofit’sneeds andpriorities•Goals•Current Toolsand Assets•Parameters photo credit: mistersnappy
  14. 14. 5 Quick Tips for Needs Assessment1. Involve Stakeholders2. Document and Organize3. Work Backward4. Ask Good Questions5. Prioritize/Rank
  15. 15. Step 3:Demonstrations photo credit: stevendepolo
  16. 16. Tips for Demonstrations Insist on a custom demo. Connect to business goals, tasks. Take notes.
  17. 17. Key Features Support!  Mobile SaaS vs Traditional  Customization Contact History  Ease of Use Relationships  Upgrades eMail, Web and Social  Import/Export Media Integration
  18. 18. Step 4: Proposal Products/key features Ownership and data privacy Support and training Detailed estimate, cost outlook Responsibilities Timeline Opt-out
  19. 19. Step 5: Comparison Back to needs assessment Demo notes Trust level? References
  20. 20. But howmuchdoes iscost? photo credit: 401k
  21. 21. Cost ComponentsOne Time Costs Ongoing Costs Setup  Subscription/License Data Migration, Conversion  User Accounts Customization  Support Contract Training  Training  Data Hygiene, Revision, Imports
  22. 22. Just whenyou thoughtyou werefinished… photo credit: Monty Python
  23. 23. Step 6: After Launch Training! 3 Month Review Annual Tune-up and Clean-up
  24. 24. Traps andMistakes(!) photo credit: ClintJCL
  25. 25. 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
  26. 26. 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
  27. 27. Go now andselect anonprofitCRM systemwithconfidence.More Help:@karentgrahamkaren@thedatabank.com photo credit: Luminis Kanto
  28. 28. Upcoming Tech Tuesday Webinars Dates Topic 4/24 Increasing Productivity With Google Apps & Gmail Tools 5/8 How to Blog your way to Increased Constituent Engagement and Fundraising Register at NonprofitWebinars.comA Service Of: Sponsored by:
  29. 29. Thank you! Please complete the post event survey that will show up as you leave the webinar. You will be receiving an email with links to the materials shortly after the webinar.A Service Of: Sponsored by:
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