Welcome to CRM & Online Marketing for NGO / NFP Grow an - - PowerPoint PPT Presentation

welcome to crm online marketing for ngo nfp
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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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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

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SLIDE 2

What's a CRM?

We'll also have a brief look at how these pieces fit together:

  • CRM. Website. E-mail Marketing. SMS Marketing.

Events RSVP. Online Payment.

Online Marketing

"Improve your team's ability to effectively manage a relationship between your brand, and its contacts"

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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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Follow me on LinkedIn - Alex Cumberland

Thank You

Don't be a stranger!

A big thanks to Robert King - Integration Kings