Get More from Your Database

1. Get More from Your Database Save Money and Time by Getting More from a Database Kirk Watson – Causeway Interactive Tompkins Spann - Convio

2. Tough, but not impossible Fundraising times • Recent Convio study found: • 51% say they intend to give online to charities; • 24% of these say they will give $100 or more; • Even of those who say their financial situation is worse than the previous year, 46% say they plan to donate; • 61% say they will give about the same amount as last year, 6% say more, 33% say less. • Ways nonprofits can save money on technology: • Invest in online marketing • Reduce new hardware purchases, upgrade existing instead • Adopt software operating “in the cloud”

3. Cloud Computing Benefits • Low barrier to entry  no hardware to purchase • Reduce technical hassles and onsite burden by using remote services • Leverage economies of scale and scale as you grow • Better performance, better security and increased reliability.

4. The Connected Nonprofit: Which are you? Is your team working together? Or are you stuck in silos?

5. What is CRM? • Broad Term, many applications • Constituent Relationship Management • Many types of constituents • Many types of relationships • Many ways to manage • Convergence • Combine operational functions (e.g. fundraising) with programs (e.g. volunteer mgt)

6. What types of constituents are meaningful to you organization? Members Major Donors Advocates Evangelists Foundations Community Leaders Other important “contacts” to track Staff Board members Foundations Corporate donors Partners Vendors Recruiters The UPS guy/gal Constituents and Contacts

7. Relationships • What type of relationship do you have with your constituents? • Provide benefits to members • Provide reports to major donors and foundations • Provide tools for advocates • Provide information for evangelists • Provide resources and tools to community leaders • What relationships are you tracking between your constituents? • Friends • Employee/Employer • Spouses/Partners • Relative • Co-workers • Child/Parent • Sponsors Relationships are critical – are you organized to manage relationships with your key audiences effectively?

8. Your nonprofit in a CRM • How do you manage relationships with your constituents? For example: • Development director is responsible for sourcing major gifts • Executive Director is responsible for writing grant proposals and reporting to foundations • Volunteer Coordinator is responsible for keeping advocates and evangelists informed • What are the processes associated with managing constituent relationships? For Example: • Gifts over $1,000 warrants a call from the ED, Development Director or Board Member • New memberships receive a welcome email on the day they sign up and a packet in the mail 5 days later • Email invitations for an annual event should go out 4 months ahead of the event Technology is typically the least daunting part, it’s getting your organizational processes organized that takes work.

9. Steps for Deploying a CRM Strategy • List and prioritize your audiences and processes • Map each organizational process to a series of steps and responsibilities • Mimic that system on a CRM platform • Get your data together • Implement and test • Approve • Iterate

10. Tools for Mapping • Pen and Paper • White Board • MS Visio • http://www.bubbl.us/ • http://www.mindomo.com/ • http://www.mindmeister.com/

11. Common Ground: a CRM for all constituent data Staff Board Mbrs It’s not just for donors! Common Ground CRM Volunteers Partners Activists Members Providers Patients Subscribers Donors

12. Easy to try Easy to buy Easy to use Automated integration with Convio online marketing products The Common Ground Difference Simplicity Flexibility Choice • Customizations with clicks, not code • Control access, roles, and permissions • Integration is a strength, not a burden • You have control of the license costs • You choose the partners and other vendors • You can choose to supplement with third-party products

13. Product Demonstration