Nten Webinar Preparing For Your Database

1,066 views

Published on

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

Published in: Technology
0 Comments
1 Like
Statistics
Notes
  • Be the first to comment

No Downloads
Views
Total views
1,066
On SlideShare
0
From Embeds
0
Number of Embeds
169
Actions
Shares
0
Downloads
5
Comments
0
Likes
1
Embeds 0
No embeds

No notes for slide

Nten Webinar Preparing For Your Database

  1. 1. Preparing for your Database Strategies and best practices for deploying Constituent Relationship Management software
  2. 2. Who’s here? <ul><li>How many NPOs are represented here? </li></ul><ul><li>How big? How small? </li></ul><ul><li>What donor management/CRM systems are in place? </li></ul><ul><li>Who’s pushing for a new system and why? </li></ul>
  3. 3. What do you do? <ul><li>Serve Clients </li></ul><ul><li>Solicit Donors </li></ul><ul><li>Work with Partners </li></ul><ul><li>Work with Vendors </li></ul><ul><li>Work with Volunteers </li></ul><ul><li>Manage your own Staff and Board </li></ul>
  4. 4. What is CRM? <ul><li>A Shared Address Book </li></ul><ul><li>Contact/Donor Management Software </li></ul><ul><li>Relationship Management Software </li></ul><ul><li>Relationship Enhancing Software </li></ul><ul><li>A People-centric platform for managing your business </li></ul>
  5. 5. Common Challenges <ul><li>Barriers to sharing relationship data. </li></ul><ul><li>Attachment to existing contact management solutions. </li></ul><ul><li>Databases are seen as IT systems supporting functions, not as infrastructure facilitating key business processes. </li></ul><ul><li>Insufficient buy-in for the CRM strategy from the top. </li></ul>
  6. 6. Prerequisites for Success <ul><li>People-centric data management must be championed by people at the top. </li></ul><ul><li>All staff must understand and buy-in to the overall benefits of sharing their professional relationships. </li></ul><ul><li>Training and data management policies must be taken/adopted by all staff. </li></ul><ul><li>Data management labor must be in the budget. </li></ul>
  7. 7. Strategies for Success <ul><li>Educate. CRM can’t be deployed to staff that don’t know what it is or why they should adopt it. </li></ul><ul><li>Aggregate. Develop a clearinghouse of existing CRM stores and practices. </li></ul><ul><li>Coordinate. Timing is everything. Roll out CRM to organizational divisions as it serves existing business plans. </li></ul>
  8. 8. Resources <ul><li>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. </li></ul>
  9. 9. Resources (Cont’d) <ul><li>Techsoup.org - Compumentor’s great site has plenty of articles on CRM in the Learning Center , as well as good discussion in their forums. </li></ul><ul><li>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 . </li></ul>

×