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Five Critical Lessons I Learned Being a CRM User
- 1. Five Critical Lessons I Learned Being a CRM User Kevin Patterson Senior Account Executive
- 2. The Era of Big Data Everyday we create 2.5 Quintillion Bytes of data. This would fill 10 million blue-ray discs. The height of which stacked, would measure the height of 4 Eiffel Towers on top of one another.
- 3. Lesson One How many different data sources does your organization draw from?
- 4. Lesson One Takeaways Your team needs to think collectively about your patrons. • Patron interactions – What are they telling you? • How can you use those patron interactions to maximize the patron relationship? • What role are these interactions playing to achieve your goals?
- 5. Lesson Two How are your people, processes and technology driving your organization?
- 6. Lesson Two Takeaways People • Each team member needs to clearly understand their role. Process • Write down processes that are goal focused and replicable. Technology • Leverage your technology to maximize efficiency and accountability. The Cubs Way: The Zen of Building the Best Team in Baseball By Tom Verducci
- 7. Lesson Three How has a CRM enable your organization to learn about your patrons?
- 8. Lesson Three Takeaways • How does your mission engage your community? • Who is your engaged customer? • What value does the customer derive from engaging with you? • What are the processes used to engage your customer? • How do you measure successful engagement?
- 9. Lesson Four How has a CRM enabled your team, your board of directors and yourself to be more accountable and responsible?
- 10. Lesson Four Takeaways Development Executive Marketing Board The Patron Connectivity Loop Every person in the organization is focused on serving the Patron.
- 11. Lesson Five How has a CRM allowed you to think more critically and strategically about your organization?
- 12. Lesson Five Takeaways • Team Enabler – Access to information enables leaders to coach better • Thought Processes – Strategies that move from survival to growth • Board Relationships – Reframed conversations • New Atmosphere – Mutual responsibility and accountability
- 13. Kevin Patterson Senior Account Executive Kevin@PatronManager.com Thank you!