data management for synagogues part 2

Synagogue Data MembershipSystems Part 2:

How to Get the Most from a More Sophisticated CRM

Presented by Lisa ColtonPresident, Darim Online

with Andrea Berryfrom Idealware

November 15, 2011

Why Does It Matter?

“Synagogues have a ton of data, but do not have the time to analyze and compile the data to use it effectively. Without tools … to simplify and report the most salient data in a useful manner, lay leaders’ critical business skills go largely untapped and decision-making devolves easily back to anecdotal debates at board meetings and gridlock.” – Measuring Success

AGENDA

• Quick recap of CRM

• What CRM means for your work

• What you want to do (strategy)

• What you need to collect (data)

• What you need to know (reporting)

• How does your data impact (format)

CRMConstituent Relationship

Management Is a strategy, not just a piece of software. Today we’ll be looking at what that means for synagogues, and how to use the software to support that strategy.

What do you want to do forand with your community?

You’re in the relationship business.What does that look like?

Investing in Relationships

How does investing in

relationships help you

achieve your mission and

goals?

Constituents

Who are they?

Relationship

Where are

you taking the

relationship?

Management

How do you

manage that

process?

Using Data: Segmenting Audiences

If people are coded, flagged, or tagged, you can sort and reach them with a higher degree of relevance:

• Members and non-members with children 2-5 years old who are not currently enrolled in our early childhood program;

• All people who are in interfaith relationships for an interfaith program or intro to Judaism class.

• What are important segments for you to identify?

Types of Segmentation• Reductive – demographics:

age, income, gender, neighborhood

• Attitudinal – psychographics: Empty Nesters, Singles, Interfaith

• Behavioral -- School age kids, cultural vs. religious, 2 FT jobs

• Lifestage: Getting married or remarried, getting divorced, becoming parents or grandparents, moving, changing careers, becoming caregivers, retiring. Status and transitions.

Assessment Reports: What happened?

• Do you know how successful you are from year to year on various strategies?

• Do you know the % of member inquiries that manifest in new memberships within 1 year? What is best predictor?

• Do you know of the people who have dropped membership in the last year what were the most common reasons?

Volunteer Engagement

• We need _____ skill. Who can we engage?

• Or, we want to cultivate a deeper relationship with this person. Where is a good fit to invite them to get involved?

• Do you inventory skills and interests?

• Do you go back to the usual suspects over and over?

Reporting

Individual/Family Reports: Get a snapshot before a meeting, or when someone calls to be able to engage them more deeply.

What information should be there?

Types of Reports

Types of Reports

How you see the data matters!Are you able to compare:

- Patterns of giving- Rates of change in

membership

Part Three

November 29, 2-3pm eastern / 11am-12pm pac:

Transitioning to a New Data Management System: Evaluating, choosing and migrating to a new system.

Plus:

Questions to take to upcoming

conferences to ask vendors.