Constituency Relationship Management Systems for CLTs Teach-In Series
"Join the Teach-In Series on CRM Systems for CLTs to learn about managing contacts, data, tools, and platforms to achieve organizational goals effectively. Explore the need for CRM, tools, strategies, and Q&A sessions for a comprehensive understanding."
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Presentation Transcript
CACLTN Teach-In Series: Constituency Relationship Management (CRM) Systems for CLTs Tuesday Oct 19, 12PM
Intro to CRM for Nonprofits Bruce Wolfe, MSW Boardmember, SFCLT Treasurer, CARE CLT CIO, Alcohol Justice
AGENDA Overview and description of CRM systems. A collection of contacts be it customers, clients, constituents, etc., and other relative data that various tools or applications can collectively use to achieve a certain objective or strategy. Spreadsheet vs Database? Data Entry: Webforms and website integration Explanation of general tools used & how it works together with the database. Types & suggested platforms Demo of CiviCRM Q&A
Conceptualize Need for CRM Purpose, Goals & Use Contacts Fundraising Membership Events Outreach Volunteer/Intern Activity Case Work Analytics Identify Tools To Achieve Goals (stay generic) CRM-In-A-Can vs A La Carte Subscription vs Free Open-Source vs Proprietary Developing Strategy & Futurethink Singular, multiple and/or interacting purposes & use Research Application Brands & Products
Questions & Answers RESOURCES https://www.capterra.com/nonprofit-crm-software/ CiviCRM Action Network Neon CRM Salesforce Zoho Blackbaud Monday
