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  • 1. CRM for Not-for-Profit Organizationsby Steve Greechie
    Roll No. 181
  • 2. CRM for Non-profits
    Nonprofits face CRM challenges that commercial enterprises don't have
    The data structure, assets and needs are more complex
    Companies like Microsoft and Convio, offer CRM systems specifically designed for nonprofits
    Important features like donor tracking and volunteer response reports
    These systems are also called “constituent relationship management”
  • 3. CRM Challenges for Non-profits
    Need to market the product--often intangible--to consumers, individual and corporate donors, government agencies, members and partners
    Staffed by volunteers in addition to employees
    Need to track not only sales, but also gifts
    Communications mix tends to be complex, often a mixture of mail, telephone, in-person contact, and press
    Depend heavily on goodwill, which is difficult to measure
    More likely to be involved in partnerships
    Tend to be more involved with special events than commercial enterprises
  • 4. Steps in implementing crm
    Assess the data situation through an organization-wide information needs audit (managed on the highest level--perhaps by the CIO if there is one)
    Involves input from staff at the operational level--not merely from managers
    Define opportunities present and assess the needs of the organization
    Assess CRM products in terms of the particular features needed
    Involves a cost-benefit analysis of different CRM modules
    The tendency should be toward comprehensiveness
    Assimilate CRM earlier, not later (It's easier to add information to a system than to impose the system on the information)
  • 5. Benefit being a non-profit
    Several offer CRM software without license fees
    E.g. SalesForce, EBSuite, and CiviCRM- license-free systems
    Kayako-free licenses for help desk software and add-ons
    With open-source software, the client is free to develop unique CRM features and functionality
    MPower Systems adopted open-source policy last year (license-free to NGO's)
    In June, SalesForce began to offer its Nonprofit Starter Pack as open source
    Some vendors have user fees of as low as $40 per month for small non-profits
  • 6. Microsoft dynamics crm
    Launched on April 7
    Vertical-specific version of its Dynamics CRM product for Non-Profits and NGOs
    customizable donation and pledge management
    basic membership management
    basic volunteer tracking
    campaign management
    dashboard reports
    online payment support.
  • 7. References
  • 8. Thank You…