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CRM for Not-for-Profit Organizationsby Steve Greechie BiswaranjitaNayak Roll No. 181
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”
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
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)
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
Microsoft dynamics crm Launched on April 7 Vertical-specific version of its Dynamics CRM product for Non-Profits and NGOs Features customizable donation and pledge management basic membership management basic volunteer tracking campaign management dashboard reports online payment support.