Preparing for your Database Strategies and best practices for deploying Constituent Relationship Management software

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?

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?

What do you do? Serve Clients Solicit Donors Work with Partners Work with Vendors Work with Volunteers Manage your own Staff and Board

Serve Clients

Solicit Donors

Work with Partners

Work with Vendors

Work with Volunteers

Manage your own Staff and Board

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

A Shared Address Book

Contact/Donor Management Software

Relationship Management Software

Relationship Enhancing Software

A People-centric platform for managing your business

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.

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.

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.

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.

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.

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.

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.

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.

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 .

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 .