Presentation crm

Harness the Power of Your Data with CRM June 24, 2010 Audio is only available by calling this number: Conference Call: 866-740-1260; Access Code: 6339392 Sponsored by

Using ReadyTalk ,[object Object],[object Object],[object Object],[object Object],[object Object]

You are being recorded… ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Harness the Power of Your Data with CRM Sponsored by Presenter: Dean Graham, NPower Pennsylvania

Today’s Speakers Assisting with chat questions: Becky Wiegand & Stephanie Parker, TechSoup Kami Griffiths TechSoup Dean Graham NPower Pennsylvania

Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

The better your data, the better the story you can tell…

CRM C onstituent R elationship M anagement

C onstituent ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

How important is this person to you? ,[object Object],[object Object],[object Object],[object Object],[object Object]

R elationship ,[object Object],[object Object]

Build on what you did together ,[object Object]

M anagement ,[object Object],[object Object],[object Object],[object Object]

What is CRM? ,[object Object],[object Object],[object Object],[object Object],[object Object]

Coin of the Realm ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

The Traveling Development Director ,[object Object],[object Object],[object Object]

The Engagement Ladder ,[object Object],Recruit friends/family Upgrade monthly donation Signup for monthly giving Renew single donation Make single donation Write a letter Attend an event Sign petition Viral / Tell a friend Send an epostcard Subscribe to e-Alerts Subscribe to eNewsletter Enter a contest Visit website High Low Building Relationships!

Life without a CRM ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Life with a CRM ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Silo Approach ,[object Object]

Goals of a Good CRM System ,[object Object],[object Object],[object Object],[object Object],[object Object]

Create a Successful Environment ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Build Buy-in ,[object Object],[object Object],[object Object],[object Object],[object Object]

Organizational Signs of Success ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Collect Requirements ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Requirements Approach ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Choosing the right system ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

How will it hold up? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Integrate Your Data ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

What to look for… ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Don’t Stop ,[object Object],[object Object],[object Object],[object Object]

Signs you have a good database ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Warning! ,[object Object],[object Object],[object Object],[object Object]

Questions? Submit your questions using the chat box.

Continue the Discussion… ,[object Object],[object Object]

Get the Most Out of TechSoup ,[object Object],[object Object],[object Object],[object Object],[object Object]

Upcoming Webinars ,[object Object],[object Object]

Thank you to our Webinar Sponsor! ReadyTalk offers dedicated product demos for TechSoup organizations 4 times per week. For more information: pages.readytalk.com/techsoup.html

Thank you! Please complete the post event survey! Kami Griffiths, kami@techsoup.org, 415-633-9392

Presentation crm

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Editor's Notes