AdvantageNFP Fundraiser CHASE 2016 Seminar - Harnessing the Power of the Web to Your CRM- 16th February 2016

CHASE 2016Harnessing the Power of Online

Fundraising and Event Registration to Your CRM Database

16th February 2016

© AdvantageNFPAdvantageNFP Limited

Harnessing the Web to your CRM Slide 2 © Steve Cast, AdvantageNFP Limited

Wouldn’t It Be Great if Your Website and Your CRM Worked TogetherAs One System?

Introduction

Developers of the AdvantageNFP Fundraiser integrated fundraising, membership and alumni database, AdvantageNFP Box Office integrated fundraising and box office systems and AdvantageNFP CRM for the NFP sector.

Proud to have 25 years+ with the NFP Sector

Steve Cast, MInstF. Founder and Managing Director of AdvantageNFP Limited


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Question and Answer Session

At The End


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For a copy of this presentation please visit AdvantageNFP.com or leave your business card with my colleague, or visit us on stand 8 today.


Content

Harnessing the Web to your CRM Slide © Steve Cast, AdvantageNFP Limited

The Problem

Consequences

Survey Background

Solutions Review

Harnessing the Web to your CRM

Content

Harnessing the Web to your CRM Slide © Steve Cast, AdvantageNFP Limited

The Problem

Consequences

Survey Background

Solutions Review




CRM How Do We Harness the Web to Our CRM?

The Problem:Event

Signups

Online Giving

Sponsorship Income

Requests

Mailing Preferences

Content


The Problem

Consequences

Survey Background

Solutions Review


Time to Get InvolvedLaptops/Mobiles/

Tablets at the Ready



www.sendsteps.comPrepare to vote

TXT 1

2

Internet 1

2

Voting is anonymous

Twitter 1

2

This presentation has been loaded without the Sendsteps add-in.Want to download the add-in for free? Go to

https://www.sendsteps.com/en/download/powerpoint-add-in/.

Can Your Supporters Donate Online?

A. YesB. No

Internet This text box will be used to describe the different message sending methods.TXT The applicable explanations will be inserted after you have started a session.Twitter It is possible to move, resize and modify the appearance of this text box.

The question will open when you start your session and slideshow.

# Votes: 19 Closed



Can Your Supporters Donate Online?


A.

B.

Yes

No

78.9%

21.1%

Closed



Can Your Supporters Book Events Online?

A. YesB. No



# Votes: 20 Closed



Can Your Supporters Book Events Online?


A.

B.

Yes

No

65.0%

35.0%

Closed



Can Your Supporters Edit Their Mailing Preferences Online?

A. YesB. No



# Votes: 20 Closed



Can Your Supporters Edit Their Mailing Preferences Online?


A.

B.

Yes

No

20.0%

80.0%

Closed



How Easily Can You Access This Online Data?

A. Hard - Not Easy To Get To, Or Inaccurate Or Very Time Consuming

B. Medium - Not Straightforward, but Accessible With Effort

C. Easy – Regularly Loaded into the CRM with Little or No Effort



# Votes: 20 Closed



How Easily Can You Access This Online Data?


Closed

A.

B.

C.

Hard - Not Easy To Get To, Or Inaccurate Or Very Time Consuming

Medium - Not Straightforward, but Accessible With Effort

Easy – Regularly Loaded into the CRM with Little or No Effort

20.0%

65.0%

15.0%



Do You Use Your Web Site or Third Party Sites To Collect This Information?A. Own Web SiteB. Third Party Website



# Votes: 20 Closed



Do You Use Your Web Site or Third Party Sites To Collect This Information?


A.

B.

Own Web Site

Third Party Website

55.0%

45.0%

Closed



Where Are You On Your Journey to Harnessing Your Website and CRM?

A. Not Yet StartedB. Considering and Evaluating OptionsC. Started, but Not Complete YetD. All Done!E. Don't Know

# Votes: 20 Closed





Where Are You On Your Journey to Harnessing Your Website and CRM?

A.

B.

C.

D.

E.

Not Yet Started

Considering and Evaluating Options

Started, but Not Complete Yet

All Done!

Don't Know

5.0%

40.0%

40.0%

0.0%

15.0%

Closed




Content


The Problem

Consequences

Survey Background

Solutions Review



Harnessing the Web to your CRMCRM

Back Office

Your Staff

Function Rich

Analysis

Reporting

Selections

Database


Harnessing the Web to your CRMWebsite

Front Office

Client Facing

Visual

No Database

The Historical Problem:



WEB CRM

Web and CRM Pulled in different directions



CRM Recent Trends• Better Analytics• Better Customer

Engagement• Better Customer

Experience• Available

Anywhere on Any Device



Web Recent Trends• Responsive Design

• Account Registration

• The Hamburger Menu

• Micro Interactions• Long Scroll

Today’s View?:



WEB

CRMWeb and CRM Heading in Same Direction

Content


The Problem

Consequences

Survey Background

Solutions Review


The Consequences:



CRMData

Sponsored Income

Data

Event Registration

Data

Silos of Data

The Consequences:



CRMProcess

Sponsored IncomeProcess

Event Registration

Process

Silos of Processes

The Consequences:



CRMTeam

Sponsored IncomeTeam

Event Management

Team

Silos of Staff

The Consequences:



Silos of Systems of Record

For Example:



Event Management

Event Setup

Event Signup

Event Management

Event Analysis

CRMReportsBooking

In an Ideal World We’d Have:



Sharing of Web & CRM Data• Removal of Silos• Better Analysis

A Single Process

• Less Administration Time

In an Ideal World We’d Have:



Better External Customer Experience• Self Service• 24x7 Access

Better Internal Customer Experience

• Less Administration Costs

Content


The Problem

Consequences

Survey Background

Solutions Review


Presenting Three Solutions



Web/CRM Data Import/Export

APIs (Application Program Interfaces)

Single Database






Single Database

Data Import/Export

• Capture of Data through Web Form• Selection and Export of CRM Data• Typical CSV or TXT format• May use “Standard” Import/Export

Templates



Data Import/Export


Pros

•Cheap•Flexible•Simple•Option to Review Data before Loading

Cons

•Simple•Manual•Offline







Single Database

Application Program Interfaces (APIs)

• CRM or Web Vendor Supplied Data Entry/Extraction Points

• Cross Platform• Used for Sending or Receiving Data• Typically JSON or XML Data Formats• Widely used; e.g. Twitter



Application Program Interfaces (API)s


Pros

•Real time•High Integration

Cons•Vendor Specific•CRM Specific•Development Needed•May need rewrite if DB or Web Change•Cost•No Opportunity To View Data Before Loading







Single Database

Single Database for CRM and Website

• CRM and Web Sharing Same Database• Real time Access and Updates• Access to Database through Web• Typically “Members Area” or Microsite



Single Database for CRM and Website


Pros

•Real time•Complete Integration•No Development needed “Out of the Box”•Single Database

Cons

•Vendor Specific•CRM Specific•Medium Cost•No Opportunity To View Data Before Loading


Case Study Import/ExportLangdon Foundation were looking for a way to record income received from an online sponsored giving platform within their Fundraising CRM database. No direct integration was possible so a File Import/Export was used instead.

Source: AdvantageNFP















Case Study MicrositeTyne and Wear Archives and Museums were looking for a way to interact with their supporters and visitors. The aim being to offer a more informative web experience, self service to visitors and to reduce admin costs.




Case Study




Case Study




Case Study




Case Study




Case Study MicrositeThe Furniture Makers Company were looking for a way to interact with their members to whom they wanted to offer a self service solution. Taking payments online and booking for events. The aim being to offer a more informative web experience, self service to members, better event management reduced admin costs.




Case Study




Case Study




Case Study




Case Study




Content


The Problem

Consequences

Survey Background

Solutions Review


Next Actions


Audit

Review

Plan

Deploy


Content


The Problem

Consequences

Survey Background

Solutions Review



Need Help?

Visit our Stand 8www.Adv

antageNFP.commarketing@A

dvantageNFP.com


Thank You For Your Time


Question and Answer Session


Please Give Us Your Feedback

[email protected]

For a copy of this presentation please leave your business card or details with my colleague, or visit us on stand 8 today.

AdvantageNFP Fundraiser CHASE 2016 Seminar - Harnessing the Power of the Web to Your CRM- 16th February 2016

Government & Nonprofit