This document discusses customer relationship management (CRM) systems for non-profit and membership-based organizations. It describes how CRM systems can track constituents, fundraising, demographics, membership levels, directories, volunteering and communications. CRM systems help non-profits identify potential donors, manage events and volunteers, and gain real-time access to information to support decision making. Specific CRM software like Microsoft CRM, Civic CRM, SAP CRM and Siebel CRM are outlined highlighting their features and applicability for non-profits.

1. Customer relationship management for TeriTraining work

2. Crm regarding not for profit organizations.“Process of creating and maintaining relationships with business customers or consumers”“A holistic process of identifying, attracting, differentiating, and retaining customers”“Integrating the firm’s value chain to create enhanced customer value at every step”“An integrated cross-functional focus on improving customer retention and profitability for the company.”Bottom-line:The use of information-enabled systems for enhancing individual customer relationships to ensure long-term customer loyalty and retention

3. Is CRM New?Yes!A shift in corporate philosophy concerning the approach to value delivery

4. Customer-centric approach to value chain

5. New and technology-enhanced processes

6. Focus is not just on bottom-line, but on top-line

7. Goal is to create satisfying experiences across all customer contact pointsNo!Simply an extension of relationship marketing

8. Builds on customer service and satisfaction concepts

9. Just the latest buzzword for creating customer orientation

10. Bottom-line is still the sameCHARACTERISTICSKNOWLEDGE BASED ACTIVITIES-provide vertical connection, ensuring globally-relevant policy research, which is not purely ivory tower, but takes into account ground realitiesAS AN EVENT MANAGER -Teri hosts the Delhi Sustainable Development Summit, a forum for the best minds to debate the challenges of sustainable development.MISSION ORIENTED -mission to find solutions to serious environmental and developmental problems. Basic Membership Management-provide clear communication, exemplary customer service, and an understanding of your mission along with the benefits of participating in your community.

11. characteristicsCase Management: : deliver responsive, accessible, and personalized services through improved information sharing within and across governmental departments and agencies.Event Management: you can manage unlimited events, register attendees, book accommodations, schedule functions and handle payments, all in one spot. Volunteer Tracking: When used effectively, these systems will help you make informeddecisions, save money in administrative costs, and generate higher turn out rates of well prepared attendees.

12. characteristicsMISSION ORIENTED AS AN EVENT MANAGER Basic Membership ManagementCHARACTERISTICSCase ManagementVolunteer Tracking: KNOWLEDGE BASED ACTIVITIESEvent Management

13. Objective & scope of these CRMS:Systems for non-profit and membership-based organizations help track constituents and their involvement in the organization.Capabilitiestypically include tracking the following: fund-raising, demographics, membership levels, membership directories, volunteering and communications with individuals.Toolsfor identifying potential donors based on previous donations and participation.In light of the growth of social networking tools, there may be some overlap between social/community driven tools and non-profit/membership tools.

14. Advantages of these CRMS:Generate sponsors :Increased sponsors through better timing by anticipating needs based on historic trendsProvide basic needs: Identifyingneeds more effectively by understanding specific customer requirementsEvent tracking :Events , seminars, products highlighting and suggesting alternatives or enhancementsIdentification of customer: Identifyingwhich of your customers are profitable and which are not

15. Provide basic needsADVANTAGES OF CRMSGenerate sponsorsEvent trackingIdentification of customer

16. Justification & need of these CRMs in not for profit organizations: Gain real-time accessAutomate and streamline criticalExecute targeted campaigns JUSTIFICATION & NEED Quickly and accurately respondSocial service

17. Justification & need of these CRMs in not for profit organizations:Social service and government agencies require meticulous reporting practices, essential for meeting regulatory compliance and securing future funding.

18. Professional and trade associations are tasked with managing organization events as well as maintaining education and certification records.

19. Gain real-time access to financial and member information to enable better decision-making with integrated accounting.Automate and streamline critical organization processes, including funding and donor management, to reduce costs, decrease errors, and save time.

20. Quickly and accurately respond to requests through a unified view of the constituent or member.

21. Analyze service-delivery speed and measure organizational performance to increase service effectiveness.

22. Execute targeted campaigns that meet the needs of constituents or members.CRMS for TERIMicrosoft crmSales force crmNet-suite crmCrm for TERISiebel crmOracle crmSugar crmCivic crmSap crm

23. different crm packages in not for profit & government organizations

24. Features of Microsoft CRMCustomization for pledge activities: This object includes a Stage field for tracking long-term membership and donation trends and sending out targeted communications based on the stage.Basic volunteer tracking :discuss news from the organization, increase your response rate.Provide better roadmap for non profit organizations: Sophisticated in focusing on the initiatives, activities, and tactics that, cost, and efficiency improvements Provide long & short term functionality: : help in decision making at micro & macro level . Generate the basic needs of an organization i.e. customers , sponsors , customer mining and segmentation tools.Raise sponsorships & funders : Build relationships with members that result in long-term support. Communicate organizational effectiveness and meet challenges by achieving a holistic view of the organization’s health.Accessing information and improving constituent insight and management.Helping client collaborateIntegrate data from disparate systems such as finance and programs for a complete view of your organization.