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Nten Webinar Preparing For Your Database


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

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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> - 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> - 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> - 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>