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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?

  2. 2. WHAT IS TORONTO NET TUESDAY <ul><li>Toronto Net Tuesday is a place for nonprofits, social enterprises and social purpose businesses to come together to learn about technology trends, issues and tools, share stories and build new relationships. </li></ul><ul><li>Net Tuesdays is usually held every other second Tuesday of the month. </li></ul><ul><li>There are currently over 65 Net Tuesday events all over the globe. </li></ul>
  3. 3. <ul><li>TechSoup Canada is a collaborative effort by: </li></ul><ul><ul><li>TechSoup Global </li></ul></ul><ul><ul><li>the Centre for Social Innovation </li></ul></ul><ul><ul><li>Information Technology Association of Canada (ITAC) </li></ul></ul><ul><li>25 donor partners, over 300 donated technology products </li></ul><ul><li>Learning Centre </li></ul>
  4. 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.
  5. 5. TELL US ABOUT YOURSELF <ul><li>What do you think of when you hear CRMs? </li></ul>Donor Management Email Management Case Management Event Management Membership Management Vendor/Supplier Volunteer Management Talent/Tour Management
  6. 6. CHALLENGE OF MANAGING RELATIONSHIPS <ul><li>Most organizations struggle with the volume of information they would like to track and the number of methods they use to track it. </li></ul><ul><li>Where are you currently storing your contacts? </li></ul>
  7. 7. INTRODUCTION TO CRMS <ul><li>What is a CRM? </li></ul><ul><li>Client Relationship Management vs Constituent Relationship Management </li></ul><ul><li>Who are your constituents? </li></ul><ul><li>What are the popular CRMs? </li></ul><ul><li>How to plan and choose the best CRM for your organization </li></ul>
  8. 8. CRM <ul><li>the set of processes and supporting technologies used to acquire, retain, and enhance constituent relationships </li></ul><ul><li>“ Constituent” refers to ALL people with some relationship to the organization - donors, funders, volunteers, clients and all other people who help an organization to achieve its mission or are benefactors of the mission. </li></ul>
  9. 9. SO WHAT? <ul><li>All non-profits depend on their supporters. </li></ul><ul><li>Supporters can be the members, board members, volunteers, clients, funders, donors, suppliers, vendors. </li></ul><ul><li>Non-profit organizations are about building of relationships to provide the money, resources, time, advocacy to carry out their mission. </li></ul><ul><li>Time spent on manually keeping track of these relationships are time taken away from growing the relationships and providing direct service. </li></ul>
  10. 10. WHAT ARE WE MISSING OUT? <ul><li>Poor constituent management means supporters may only hear about one aspect of the organization, or the organization is not able to reach out to all of the potential supporters. </li></ul><ul><li>This translates to loss of revenue and decreased impact. </li></ul>
  11. 11. ARE CRMS THE ANSWER? <ul><li>No, CRMs are not a silver bullet solution for the organizations. </li></ul><ul><li>If an organization takes the time to evaluate their data needs, they would be able to simplify their existing process and increase their capacity </li></ul><ul><li>There is no one-size-fits-all solution </li></ul>
  12. 12. WHAT YOU NEED TO KNOW BEFORE CHOOSING A CRM <ul><li>How is this going to support your organizational and program needs? </li></ul><ul><li>What are your existing processes? </li></ul><ul><li>What is your organization’s growth going to be? </li></ul><ul><li>Available budget, skills, time </li></ul><ul><li>Data portability, integration with other applications you are currently using. </li></ul><ul><li>Build vs Buy </li></ul><ul><li>Define your key metrics </li></ul>
  13. 13. SCALABILITY <ul><li>Replace multiple applications with a single application suite? </li></ul><ul><li>Direct integration between key systems? </li></ul><ul><li>Cloud vs deployment </li></ul>
  15. 15. CRMS ON THE MARKET <ul><li>Blackbaud </li></ul><ul><li>CivicSpace/CiviCRM </li></ul><ul><li>Wild Apricot </li></ul><ul><li>SugarCRM </li></ul><ul><li>Convio </li></ul><ul><li>Democracy in Action (Salsa Labs), </li></ul><ul><li> </li></ul><ul><li>Sumac </li></ul><ul><li>Netsuite </li></ul><ul><li>MS Nonprofit Dynamics CRM on-line </li></ul>
  16. 16. Thank-You!