Nten Webinar Preparing For Your Database

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    Nten Webinar Preparing For Your Database - Presentation Transcript

    1. Preparing for your Database Strategies and best practices for deploying Constituent Relationship Management software
    2. Who’s here?
      • How many NPOs are represented here?
      • How big? How small?
      • What donor management/CRM systems are in place?
      • Who’s pushing for a new system and why?
    3. What do you do?
      • Serve Clients
      • Solicit Donors
      • Work with Partners
      • Work with Vendors
      • Work with Volunteers
      • Manage your own Staff and Board
    4. What is CRM?
      • A Shared Address Book
      • Contact/Donor Management Software
      • Relationship Management Software
      • Relationship Enhancing Software
      • A People-centric platform for managing your business
    5. Common Challenges
      • Barriers to sharing relationship data.
      • Attachment to existing contact management solutions.
      • Databases are seen as IT systems supporting functions, not as infrastructure facilitating key business processes.
      • Insufficient buy-in for the CRM strategy from the top.
    6. Prerequisites for Success
      • People-centric data management must be championed by people at the top.
      • All staff must understand and buy-in to the overall benefits of sharing their professional relationships.
      • Training and data management policies must be taken/adopted by all staff.
      • Data management labor must be in the budget.
    7. Strategies for Success
      • Educate. CRM can’t be deployed to staff that don’t know what it is or why they should adopt it.
      • Aggregate. Develop a clearinghouse of existing CRM stores and practices.
      • Coordinate. Timing is everything. Roll out CRM to organizational divisions as it serves existing business plans.
    8. Resources
      • IdealWare.org - An overall excellent resource for all things NPTech. In particular, look at Paul Hagen’s excellent two part “In Search of CRM” Series ( Part1 , Part 2 ) and Robert Weiner’s “ Ten Common Mistakes in Selecting Donor Databases (And How to Avoid Them) ”. Look there for my upcoming article on Data Integration in September.
    9. Resources (Cont’d)
      • Techsoup.org - Compumentor’s great site has plenty of articles on CRM in the Learning Center , as well as good discussion in their forums.
      • Techcafeteria.com - My website, with this presentation and the Salesforce Implementation Plan we’ve discussed ( Plan , Gantt Chart ), plus lots of CRM commentary in the Blog .

    + Peter CampbellPeter Campbell, 9 months ago

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