CRM and Website Integration
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Get insight into which CRMs are best for nonprofits and hear the results of a small study about several forestry nonprofits' experience with CRMs.
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CRM and Website Integration
- 1. CRM and Website IntegrationLEAF Case Study Brian Cugelman, PhD Online strategy and research consultant Managing Your Relationships Net Tuesdays Toronto, Canada 10 May 2011 www.AlterSpark.com
- 3. Share our process, tools and researchNOTE: We have excluded and modified confidential information 2
- 4. Agenda Initial thinking Meeting the key people Project planning CRM project Website project Implementation 3
- 5. 1. Initial Thinking 4
- 8. Website not taking full advantage of automation and not organized around core transactions
- 9. Untapped potential to increase efficiency6
- 10. 2. Meeting Key People 7
- 12. Executive Board
- 14. Key staff
- 15. Partners & constituents8 Project board
- 16. 3. Project Planning 9
- 17. Our Approach 10 a. Needs b. Preliminary Analysis c. CRM d. Website e. Integration f. Staff Support
- 19. Facilitated meetings on staff needs and issues
- 20. Ensured all staff and board members' views were represented11
- 22. Websites
- 24. Process mapping and remodelling12
- 25. 4. CRM Project 13
- 27. User analysis
- 28. Process analysis
- 29. Then simplifying core processes/tasks
- 31. Project board proposals and assessment
- 32. Survey of peer organizations
- 33. Shortlist
- 34. Final selection
- 38. Reminders/alerts
- 41. Event management
- 44. Specific system integration (or similar functionality)
- 45. Design and system integration
- 48. Added costs for on-site CRM hosting15
- 50. Now you can identify core processes, increase efficiency, and improve automation16
- 51. Generic example of modelling partners 17
- 52. Generic example of a process between public constituents and staff 18
- 55. Volunteering
- 56. Donations
- 57. Tree orders
- 58. Events
- 59. Training19
- 60. Environmental NGOs CRM Use 20 From a confidential AltrSpark study of 11 environmental organizations
- 62. Surveying peers (11 environmental NGOs)
- 63. Comparing against basic criteria
- 64. Vetting top systems against specific criteria
- 67. Sumac
- 68. Convio
- 69. Luxor CRM
- 70. CiviCRM
- 71. Blackbaud
- 73. Sugar CRM
- 74. Compiere
- 75. OpenCRX
- 76. Dynamics
- 77. Salsa
- 78. Gift Tool
- 79. Total Info22
- 80. CRM Impressions 23 From a confidential AltrSpark study of 11 environmental organizations
- 82. Decided on SalesForce with their quick start program
- 83. Tailor system based on the analysis
- 84. Implementation to follow (During least disruptive time)24
- 85. 5. Website Project 25
- 87. Rebranding
- 89. Time for a taxonomy change
- 90. Numerous improvementAlign with CRM for seamless integration 26
- 95. Ready for CRM integration27
- 97. Taxonomy used to facilitate integration and user centered design
- 101. Implement during a non-critical timeStaff training and support Ignore this step and your project will fail Support all staff and build their confidence 30
- 102. Thank You Brian Cugelman, PhD Online strategy and research consultant If you have any questions, get in touch. www.AlterSpark.com brian@alterspark.com +1 (416) 921-2055 Toronto, Canada @AlterSpark alterspark alterspark alterspark 31