crms: what are they and how can they benefit your organization?

CRMS: WHAT ARE THEY AND HOW CAN THEY BENEFIT YOUR ORGANIZATION?Toronto Net Tuesday

May 10, 2011

Register your organization to check your eligibility with us for over 300 products from 25 donor partners!”www.TechSoupCanada.ca/getting_started

WHAT IS TORONTO NET 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.

Register your organization to check your eligibility with us for over 300 products from 25 donor partners!”www.TechSoupCanada.ca/getting_started

TechSoup Canada is a 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

Register your organization to check your eligibility with us for over 300 products from 25 donor partners!”www.TechSoupCanada.ca/getting_started

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.

Register your organization to check your eligibility with us for over 300 products from 25 donor partners!”www.TechSoupCanada.ca/getting_started

TELL US ABOUT YOURSELF

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

Register your organization to check your eligibility with us for over 300 products from 25 donor partners!”www.TechSoupCanada.ca/getting_started

CHALLENGE OF MANAGING RELATIONSHIPS 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?

Register your organization to check your eligibility with us for over 300 products from 25 donor partners!”www.TechSoupCanada.ca/getting_started

INTRODUCTION TO CRMS

What 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

Register your organization to check your eligibility with us for over 300 products from 25 donor partners!”www.TechSoupCanada.ca/getting_started

CRM

the set of 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.

Register your organization to check your eligibility with us for over 300 products from 25 donor partners!”www.TechSoupCanada.ca/getting_started

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.

Register your organization to check your eligibility with us for over 300 products from 25 donor partners!”www.TechSoupCanada.ca/getting_started

WHAT ARE WE MISSING 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.

Register your organization to check your eligibility with us for over 300 products from 25 donor partners!”www.TechSoupCanada.ca/getting_started

ARE CRMS THE ANSWER?

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

Register your organization to check your eligibility with us for over 300 products from 25 donor partners!”www.TechSoupCanada.ca/getting_started

WHAT YOU NEED TO 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

Register your organization to check your eligibility with us for over 300 products from 25 donor partners!”www.TechSoupCanada.ca/getting_started

SCALABILITY

Replace multiple applications with a single application suite?

Direct integration between key systems? Cloud vs deployment

Register your organization to check your eligibility with us for over 300 products from 25 donor partners!”www.TechSoupCanada.ca/getting_started

WHAT CRMS ARE OUT THERE?

Register your organization to check your eligibility with us for over 300 products from 25 donor partners!”www.TechSoupCanada.ca/getting_started

CRMS ON THE MARKET Blackbaud CivicSpace/CiviCRM Wild Apricot SugarCRM Convio Democracy in Action (Salsa Labs), Salesforce.com Sumac Netsuite MS Nonprofit Dynamics CRM on-line

Register your organization to check your eligibility with us for over 300 products from 25 donor partners!”www.TechSoupCanada.ca/getting_started

Thank-You!