Is your nonprofit struggling with many communication channels, people who play multiple roles, and lots of different places to keep track of all that information? Constituent Relationship Management, or CRM, is your system for holding it all together. Underpinned by a database and a set of integrated communication tools, your CRM can streamline your work; it can improve results of fundraising, advocacy and marketing efforts; and it can increase your impact. Choosing the right CRM software for your nonprofit can be a daunting task. While one or two large corporations dominate the nonprofit software market, there are dozens of other good choices, and it can be hard to differentiate between all of them. After participating in this web conference, you'll have all the basic knowledge you need to assess return on investment for this type of technology, do some informed shopping, and feel confident in your decision.

1. Constituent Relationship Management
(CRM) Software for Nonprofits
Karen Graham
April 17, 2012
A Service
Of: Sponsored by:

2. Protecting and Preserving the www.cjwconsulting.com
Institutional Memories of
Nonprofits Since 1993 (866) 598-0430
info@cjwconsulting.com
A Service
Of: Sponsored by:

3. Affordable collaborative data
management in the cloud.
A Service
Of: Sponsored by:

4. Today’s Speaker
Karen Graham
Director of Business Development,
thedatabank, inc
Assisting with chat questions: Hosting:
April Hunt, Nonprofit Webinars Cheri J Weissman, CJW Consulting & Services, Inc.
A Service
Of: Sponsored by:

5. Constituent Relationship
Management (CRM)
Software for Nonprofit
Organizations

6. What is CRM?
 Fragmentation of communication channels
 Constituents playing multiple roles, complex
relationships
 Data silos!
 360 degree view
 Impact of multi-channel campaigns
 Culture of Data

8. Karen’s
6 Step
Program
for CRM
Shopping
Nirvana
photo credit: thekellyscope

9. 6 Step Program
1. Readiness?
2. Needs Assessment
3. Demos
4. Proposal
5. Comparison
6. Post-Decision

10. Step 1: Are You Ready?
"If I could give nonprofits one piece of advice about preparing
for/starting a database transition, it would be to make
sure that you are doing it for the right
reasons. That you are not looking for a quick fix, but
you are truly interested in collecting and using
data from your constituents to drive how
you provide services to them, and because of
that, you are committed to the sometimes long and
somewhat painful process of choosing and implementing
the right database.“ ~Natalie Brenner, Progressive
Technology Project

11. Step 2:
Identify
your
nonprofit’s
needs and
priorities
•Goals
•Current Tools
and Assets
•Parameters
photo credit: mistersnappy

12. 5 Quick Tips for Needs Assessment
1. Involve Stakeholders
2. Document and Organize
3. Work Backward
4. Ask Good Questions
5. Prioritize/Rank

13. Step 3:
Demonstrations
photo credit: stevendepolo

14. Tips for Demonstrations
 Insist on a custom demo.
 Connect to business goals, tasks.
 Take notes.

15. Key Features
 Support!  Mobile
 SaaS vs Traditional  Customization
 Contact History  Ease of Use
 Relationships  Upgrades
 eMail, Web and Social  Import/Export
Media Integration

16. Step 4: Proposal
 Products/key features
 Ownership and data privacy
 Support and training
 Detailed estimate, cost outlook
 Responsibilities
 Timeline
 Opt-out

17. Step 5: Comparison
 Back to needs assessment
 Demo notes
 Trust level?
 References

18. But how
much
does is
cost?
photo credit: 401k

19. Cost Components
One Time Costs Ongoing Costs
 Setup  Subscription/License
 Data Migration, Conversion  User Accounts
 Customization  Support Contract
 Training  Training
 Data Hygiene, Revision,
Imports

20. Just when
you thought
you were
finished…
photo credit: Monty Python

21. Step 6: After Launch
 Training!
 3 Month Review
 Annual Tune-up and Clean-up

22. Traps and
Mistakes(!)
photo credit: ClintJCL

23. Traps and Mistakes
No Yes
 Just have the intern do it  Provide executive leadership
 Lack of staff buy-in  Stoke up the team!
 Seduced by whiz-bang  Choose features based on
features business needs
 Pick whatever is cheapest  Maximize ROI

24. More Traps and Mistakes
No Yes
 Don’t read the contract  Review contract w/rep
 No budget for support and  Plan for cost of ownership
training
 Failure to complete training  Require staff to be trained

25. Go now and
select a
nonprofit
CRM system
with
confidence.
photo credit: Luminis Kanto

26. Find listings for our current season
of webinars and register at:
NonprofitWebinars.com
A Service
Of: Sponsored by: