Highlights: -Know what a CRM is and how it can help you -Understand key features to look for in CRM software for nonprofits -Identify your nonprofit’s needs and priorities -Avoid common traps and mistakes in buying nonprofit software -Know what to budget, and pay a fair price for the software and service -Select a nonprofit CRM system with confidence Webinar recording available at http://nonprofitwebinars.com/past_webinars/constituent-relationship-management-crm-software-for-nonprofits/ Presented for NonprofitWebinars.com Tech Tuesday series.

1. Constituent Relationship Management (CRM)
Software for Nonprofits
Karen Graham
April 17, 2012
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3. Upcoming Tech Tuesday Webinars
April 24, 2012
Increasing Productivity With Google Apps & Gmail Tools
May 8, 2012
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Engagement and Fundraising
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4. Constituent Relationship Management
(CRM) Software for Nonprofits
Karen Graham
April 17, 2012
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5. Protecting and Preserving the www.cjwconsulting.com
Institutional Memories of
Nonprofits Since 1993 (866) 598-0430
info@cjwconsulting.com
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6. Affordable collaborative data
management in the cloud.
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7. 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.
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8. Constituent Relationship
Management (CRM)
Software for Nonprofit
Organizations

9. 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

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

12. 6 Step Program
1. Readiness?
2. Needs Assessment
3. Demos
4. Proposal
5. Comparison
6. Post-Decision

13. 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

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

15. 5 Quick Tips for Needs Assessment
1. Involve Stakeholders
2. Document and Organize
3. Work Backward
4. Ask Good Questions
5. Prioritize/Rank

16. Step 3:
Demonstrations
photo credit: stevendepolo

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

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

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

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

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

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

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

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

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

26. 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

27. 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

28. Go now and
select a
nonprofit
CRM system
with
confidence.
More Help:
@karentgraham
karen@thedatabank.com
photo credit: Luminis Kanto

29. Upcoming Tech Tuesday Webinars
Dates Topic
4/24 Increasing Productivity With Google Apps & Gmail Tools
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