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What's a CRM?
We'll also have a brief look at how these pieces fit together:
- CRM. Website. E-mail Marketing. SMS Marketing.
Welcome to CRM & Online Marketing for NGO / NFP Grow an - - PowerPoint PPT Presentation
Welcome to CRM & Online Marketing for NGO / NFP Grow an - - PowerPoint PPT Presentation
Welcome to CRM & Online Marketing for NGO / NFP Grow an audience online, and better manage relationships with your contacts Alex Cumberland Operations Manager, Synergy 8 What's a CRM? "Improve your team's ability to e ff ectively
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CRM Systems
Improve your team's ability to effectively manage a relationship between your brand, and its contacts
“
How should they help?
Consider those really amazing supporters and advocates. CRM's should help you better understand, and re-produce them.
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- 1. What information do you need in order to
improve conversations and produce advocates?
Discuss:
- 2. Where does this information come from?
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API Integrations vs. Import / Export
API Integration:
- Is it two-way? How often?
- How are duplicates and conflicts managed
- Software pricing changes
- API endpoints
Import / Export:
- Cost analysis (costs of api vs. import / export)
- How are duplicates and conflicts managed
- What is a contact record to you?
- Unsubscribe & opt. out
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CRM Challenges
Getting Accurate Data:
- Start with accounting software / billing
- Website platform might store users & contacts
- Marketing lists
- Events rsvp lists
People & Training:
- Assign one or two "system champions" within your organization
- Be upfront and responsive about resistance
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CRM Challenges
Finding the right system:
- One system is the goal, but not always realistic
- Marketing / Website / Billing / Events
- Review your stack & solution
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Online Marketing
- Website. E-mail Marketing. SMS Marketing.
- CRM. Events RSVP. Online Payment.
Your Website
- Converts visitors into leads via form, purchase or sign-up
- Ideally form submissions push into the CRM
Online Payment
- Use a payment gateway (eWay, SecurePay, Stripe)
- Take recurring payment online, make it easy!
- Integration with accounting / billing
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Online Marketing
E-mail Marketing
- Easy ROI through monthly campaigns and targeting
- Investigate integration with events
- Campaigns based on sales, CRM activity and content marketing
- Be careful of unsubscribe / opt out!
- Integrated with accounting for sales based campaigns
SMS Marketing
- Be EXTRA careful of unsubscribe / opt out!
- Guaranteed impressions
- Integration required for success (targeted campaigns)
- Very effective when used with events
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Key Take-aways
- 1. Reduce friction - purchases, donations, sign-up, RSVP.
- 2. CRM systems aren't effective until they're adopted properly.
Try a champion.
- 3. Integration is ideal, but not always realistic.
Review your stack.
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