CRMs: What are they and how can they benefit your organization?
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Do you track your donors in a spreadsheet? Never heard the term "CRM" before? Have a CRM but find it doesn't fit well in your organization? This presentation covers what a Constituent Relationship Management (CRM) is (constituents can be donors, volunteers, etc.) and why it matters to nonprofits This is a high-level intro to CRMs and is best for organizations who are thinking about moving to a CRM. It will not cover specific CRMs and their features in depth.
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CRMs: What are they and how can they benefit your organization?
- 1. CRMS: WHAT ARE THEY AND HOW CAN THEY BENEFIT YOUR ORGANIZATION? Toronto Net Tuesday May 10, 2011
- 4. We help nonprofits use technology to achieve their full potential . We do this by lowering the barriers to technology through access to tools, knowledge, training and talent.
- 14. WHAT CRMS ARE OUT THERE?
- 16. Thank-You!
Editor's Notes
- Over 50% of the small to med organizations responded to a survey by dotOrganize in 2006 said they store information about contacts in more than 4 places. 58% said they use excel, 52% use personal managers like Outlook, and 55% use pen and paper.
- We build relationships to build commitment with our community members. When people donate to us, they are making a commitment, when they volunteer, they are making a commitment. Building of relationships helps us to identify leaders, champions that will advocate on our behalf. They also allow us to build communities, and to build power from the resources of that community.
- Toronto Humane Society Example: -foster parent of 26 kittens -member of Toronto Humane Society -annual donor of Toronto Humane Society Engaging with the organization on at least 3 levels. Get individual letters of appear for donation each year, without recognition for existing relationships.
- Broken process, broken solution,
- -IT budget should be about 4-7% of an org’s annual budget. So for an org with about 300,000 annual budget, you should looking at spending 12-21,000 on IT each year. -Staff time, just because you have the ability to send out targeted emails, you still need staff to write and edit the content.
- -SalesForce Nonprofit edition allows qualified nonprofits to receive 10 free user licenses. As organizations grow, what would be additional cost to hosted services like Salesforce? -In house deployment will require on-going maintenance and development costs. i.e. new reports in CiViCRM or SugarCRM. -although there is not one-solutions fits all applications out there that can track all the data for an organization, it’s worth investing to see how the data can be aggregated to show over lapping relationships and help to identify gaps or to develop leads.
- MS Nonprofit Dynamics CRM $11.50 per user/month Salesforce free 10 user license/? $200 per user per month? Wild Apricot $25-50/month