CRMs: What are they and how can they benefit your organization?

CRMs: What are they and how can they benefit your organization?

• 1.
  CRMS: WHAT ARETHEY AND HOW CAN THEY BENEFIT YOUR ORGANIZATION? Toronto Net Tuesday May 10, 2011
• 2.
  WHAT IS TORONTONET TUESDAY 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. Net Tuesdays is usually held every other second Tuesday of the month. There are currently over 65 Net Tuesday events all over the globe.
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  TechSoup Canada isa collaborative effort by: TechSoup Global the Centre for Social Innovation Information Technology Association of Canada (ITAC) 25 donor partners, over 300 donated technology products Learning Centre
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  We help nonprofitsuse technology to achieve their full potential . We do this by lowering the barriers to technology through access to tools, knowledge, training and talent.
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  TELL US ABOUTYOURSELF What do you think of when you hear CRMs? Donor Management Email Management Case Management Event Management Membership Management Vendor/Supplier Volunteer Management Talent/Tour Management
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  CHALLENGE OF MANAGINGRELATIONSHIPS Most organizations struggle with the volume of information they would like to track and the number of methods they use to track it. Where are you currently storing your contacts?
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  INTRODUCTION TO CRMSWhat is a CRM? Client Relationship Management vs Constituent Relationship Management Who are your constituents? What are the popular CRMs? How to plan and choose the best CRM for your organization
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  CRM the setof processes and supporting technologies used to acquire, retain, and enhance constituent relationships “ 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.
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  SO WHAT? All non-profits depend on their supporters. Supporters can be the members, board members, volunteers, clients, funders, donors, suppliers, vendors. Non-profit organizations are about building of relationships to provide the money, resources, time, advocacy to carry out their mission. Time spent on manually keeping track of these relationships are time taken away from growing the relationships and providing direct service.
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  WHAT ARE WEMISSING OUT? 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. This translates to loss of revenue and decreased impact.
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  ARE CRMS THEANSWER? No, CRMs are not a silver bullet solution for the organizations. If an organization takes the time to evaluate their data needs, they would be able to simplify their existing process and increase their capacity There is no one-size-fits-all solution
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  WHAT YOU NEEDTO KNOW BEFORE CHOOSING A CRM How is this going to support your organizational and program needs? What are your existing processes? What is your organization’s growth going to be? Available budget, skills, time Data portability, integration with other applications you are currently using. Build vs Buy Define your key metrics
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  SCALABILITY Replace multipleapplications with a single application suite? Direct integration between key systems? Cloud vs deployment
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  WHAT CRMS AREOUT THERE?
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  CRMS ON THEMARKET Blackbaud CivicSpace/CiviCRM Wild Apricot SugarCRM Convio Democracy in Action (Salsa Labs), Salesforce.com Sumac Netsuite MS Nonprofit Dynamics CRM on-line
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  Thank-You!