Planning for Positive Change with Customer Relations Management/CRM Software. December 12, 2017

Transcription

1 Planning for Positive Change with Customer Relations Management/CRM Software December 12, 2017

2 Why are we taking this on?

3 Collect. Organize. Analyze. Can t measure what you don t manage to

4 Provides a 360 degree view: Enables you to communicate and solicit responses intelligently better targeting messages Identify unique characteristics of your donors and volunteers to use in attracting more just like them Measure and manage your results not just development campaigns, but all aspects of your communications

5 Provides a 360 degree view: Automate standard processes and reports if technology can do it and eliminate the need for staff/volunteer time, save them for what only people can do Reduce the risk of duplications or things being forgotten because the system is held together by chewing gum and duct tape

6 Reduce need for manual intervention: Automate standard processes and reports if technology can do it and eliminate the need for staff/volunteer time, save them for what only people can do Reduce the risk of duplications or things being forgotten because the system is held together by chewing gum and duct tape

7 Manage your day

8 Communicate among your team

9 Make it yours easily

10 Understand who is doing what

11 Collect and connect donations - seamlessly

12 Manage and oversee grant process

13 And, keep track of fundraising

14 CRM allows you to do more with less... Reducing redundancy. Streamlining process. Automating where possible. Enabling communication. Creating auditability and transparency. Providing appropriate access and security.

15 Where do we begin?

16 With the end in mind: What do you need to know about your people supporters, members, program participants and staff and their related activities? What about organizations? How are they related to each other? What do you and your team need to work effectively? What needs to be collected, protected or shared? How do you prioritize your needs?

17 What does it take to be successful: Readiness Implementation, Vision and Plan Strong Executive Sponsorship /Creating Buy-In with Staff Internal Aptitude Commitment to Continued Learning Implementation Resources Data Migration and Integrity The Right Tools

18 Readiness: Implementation, Vision & Plan This is a commitment and more than just automating your current processes this will encompass and change your entire organization An opportunity to look at what you want to accomplish and not be tied to how it is done today

19 Readiness: Implementation, Vision & Plan A chance to make your organization truly scalable by removing the need to manually intervene in every process You ll need to pull together an internal team of official leaders, unofficial leaders and folks who truly understand the nitty gritty of each department (especially the data) Have a plan for the transition

20 Readiness: Strong Executive Sponsorship Your ED must be committed to supporting change Getting buy-in from Department Heads can smooth the bumps (and there will be bumps) Selling the concept internally at all levels will make transition work best

21 Readiness: Internal Aptitude Who on your staff (at any level) is comfortable with technology and likes to learn. Who is that go to person when a current system breaks? Not necessarily someone with a leadership or even a technical title That person can learn the specifics for your CRM - materials will be available and your implementation partner can help

22 Readiness: Commitment to Continued Learning Will be a learning curve and it will take time to transition Some people will facilitate some will try to block progress Software and systems get upgraded/new functionality added Will need commitment to keeping skills fresh New staff/volunteers that interact with the system will need training

23 Readiness: Commitment to Continued Learning Changes may necessitate some new processes to be introduced to clients/participants (for example, online registration for a program, instead of paper form) be ready to train your clients

24 Readiness: Implementation Resources Work with a partner who understands both CRM AND Nonprofits and listens Build your internal team to include subject matter experts folks who understand: Business processes Your data Keep lines of communication open

25 Readiness: Data Migration and Integrity This takes some prep and is worth the effort No one s data is perfect The work up front will pay off with better information and reports about what is happening with your people and their activities Garbage in, garbage out The staff who know your data best is not usually the manager or director it s the administrative person Use your knowledgeable resources

26 Readiness: The Right Tools Technology should support how you need to work not the other way around There are a variety of tools out there - assess what you need first then pick Leverage the expertise of your implementation partner to determine best fit from functionality and ongoing support

27 The Right Tools: Just getting started You are a new organization or have very little data beyond names and addresses Primary needs centralize contacts and communicate with folks Begin with a lightweight CRM that makes it easy to manage collection and communication plus audit and report ActiveCampaign (

28 The Right Tools: Managing Members You are an organization with members that need to self-manage or access info themselves Primary needs manage contacts, donations, members and events while protecting staff time Take advantage of an all-inclusive set of modules that allow you to pick and choose options for you neoncrm (

29 The Right Tools: Handling Complexity You are an organization with a variety of different people donors, volunteers, program participants and more engaged with you in a variety of ways Primary needs centralize information plus automate / integrate a variety of silos of info Take advantage of a flexible and powerful tool that gets it about nonprofits Salesforce with NonProfit Success Pack- NPSP (

30 Warning There will be tears! Change is hard Keep your sense of humor There is good news once completed

31 Engage, Neutralize and Win Over Engage entire team early Ask opinions / collect needs Identify potential challenges and cause Fear change or technology? No time overwhelmed or lack of time to adapt? Messenger objects on principle because of who delivering? Use what you know to create plan to neutralize challenge not person and involve in process

32 Accentuate the Positive Show off what types of things may make their lives easier beyond the standard collect info on donors and donations : Automate notifications and reminders for grant processes Customize reports and save for future use Oversee and reward volunteers Manage and analyze events / campaigns Capture impact of programs

33 So make sure you do these things Know what you need to accomplish and what doesn t matter Engage early and often with your internal team Stay connected and communicating with your implementation team Focus on the what you need to accomplish and understand the how will change

34 Remember this one point: Change is hard so keep your sense of humor and patience with your team

35 Q&A Also, feel free to reach out to us anytime! Kevin LaManna: or Cassie Dennis: or