6. Creating a CRM Framework
1. Set the Destination
2. Audit and Understand Current Engagement
3. Map the Journey
*Source: Gartner – 4/14/10
7. In Practice:
Alzheimer's Association
Mission: To eliminate Alzheimer’s disease through the advancement of research; to provide
and enhance care and support for all affected; and to reduce the risk of dementia
through the promotion of brain health
CRM With a diverse constituency, disparate data, and legacy technology - the challenge
Challenge: is in creating, maintaining, and facilitating an experience in alignment with the
organization
Actions: Clearly defined constituent outcomes; quantitative assumption testing; data and
technology strategy/steps supporting outcomes
Outcomes: The American Express Project; Subaru ; 360 Data Project; Multi-Channel/Multi –
Constituent Engagement
8. In Practice:
Chicago Symphony Orchestra
Mission: To present classical music through the Chicago Symphony Orchestra to Chicago,
national and international audiences
CRM Foster loyalty and increased commitment in a new way
Challenge:
Actions: Create unexpected rewards – the “Surprise and Delight” program – which leverages
CRM and person-to-person contact
Outcomes: Increased renewal rates, very happy patrons, special buzz in Orchestra Hall
9. In Practice:
Make-A-Wish Illinois Chapter
Mission: Granting wishes to children with life-threatening medical conditions to enrich their
lives with hope, strength and joy
CRM Recognizing that constituents have the capacity and affinity to play multiple roles
Challenge: within the organization
Actions: Identify current constituent groups and their engagement in order to create new
segments groups and segment treatments
Outcomes: TBD – early outcomes have shown that groups such as traditional volunteers (high
organizational affinity) are open to other engagements
10. Discussion & Questions
Contact Information
Angela Timashenka Geiger Phil Koester
Chief Strategy Officer Vice President for Sales and Marketing
Alzheimer's Association – National Chicago Symphony Orchestra
ageiger@alz.org koesterp@cso.org
Richard Geiger Heather Simpson
Principal Chief Development Officer
Geiger Consulting Group Make-A-Wish Illinois Chapter
richardegeiger@gmail.com simpson@wishes.org
Notas do Editor
The story of the Nordstrom experience – customer relationship management – 1996 customer service guide -
-NP focused on transactions – management of biographical data, gifts in, and RFM. Donors not managed as individuals managed as segments.
Transformation to constituent management – multiple outcomes, multiple engagements, attempts to leverage throughout organization – donors, volunteers, advocates, buyers, members, beneficiaries, etc. Measuring total worth to an org – not just to fundraising – paradigm shift – need for new ways to work within organization, agreed to outcomes/measurements – and a common framework that can be applied across many different functional areas.