Nten Webinar Preparing For Your Database

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Slides from a webinar on preparing for a new donor database/crm

Slides from a webinar on preparing for a new donor database/crm

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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 .