2. Protecting and Preserving the www.cjwconsulting.comInstitutional Memories ofNonprofits Since 1993 (866) [email protected] Service Of:Sponsored by: 3. Affordable collaborative data management in the cloud.A Service Of: Sponsored by: 4. Todays Speaker Karen Graham Director of Business Development, thedatabank, incAssisting with chat questions: Hosting:April Hunt, Nonprofit Webinars Cheri J Weissman, CJW Consulting & Services, Inc.A Service Of:Sponsored by: 5. Constituent RelationshipManagement (CRM) Software for NonprofitOrganizations 6. What is CRM? Fragmentation of communication channels Constituents playing multiple roles, complexrelationships Data silos! 360 degree view Impact of multi-channel campaigns Culture of Data 7. Karens6 StepProgramfor CRMShoppingNirvana photo credit: thekellyscope 8. 6 Step Program1. Readiness?2. Needs Assessment3. Demos4. Proposal5. Comparison6. Post-Decision 9. 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 makesure that you are doing it for the rightreasons. That you are not looking for a quick fix, butyou are truly interested in collecting and usingdata from your constituents to drive howyou provide services to them, and because ofthat, you are committed to the sometimes long andsomewhat painful process of choosing and implementingthe right database. ~Natalie Brenner, ProgressiveTechnology Project 10. Step 2:Identifyyournonprofitsneeds andprioritiesGoalsCurrent Toolsand AssetsParameters photo credit: mistersnappy 11. 5 Quick Tips for Needs Assessment1. Involve Stakeholders2. Document and Organize3. Work Backward4. Ask Good Questions5. Prioritize/Rank 12. Step 3:Demonstrations photo credit: stevendepolo 13. Tips for Demonstrations Insist on a custom demo. Connect to business goals, tasks. Take notes. 14. Key Features Support! Mobile SaaS vs Traditional Customization Contact History Ease of Use Relationships Upgrades eMail, Web and Social Import/Export Media Integration 15. Step 4: Proposal Products/key features Ownership and data privacy Support and training Detailed estimate, cost outlook Responsibilities Timeline Opt-out 16. Step 5: Comparison Back to needs assessment Demo notes Trust level? References 17. But howmuchdoes iscost?photo credit: 401k 18. Cost ComponentsOne Time Costs Ongoing Costs Setup Subscription/License Data Migration, Conversion User Accounts Customization Support Contract Training Training Data Hygiene, Revision, Imports 19. Just whenyou thoughtyou werefinishedphoto credit: Monty Python 20. Step 6: After Launch Training! 3 Month Review Annual Tune-up and Clean-up 21. Traps andMistakes(!)photo credit: ClintJCL 22. Traps and MistakesNo 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 onfeatures business needs Pick whatever is cheapest Maximize ROI 23. More Traps and MistakesNo Yes Dont read the contract Review contract w/rep No budget for support and Plan for cost of ownershiptraining Failure to complete training Require staff to be trained 24. Go now andselect anonprofitCRM systemwithconfidence.photo credit: Luminis Kanto 25. Find listings for our current seasonof webinars and register at:NonprofitWebinars.comA Service Of:Sponsored by:
