Date post: | 18-Nov-2014 |
Category: |
Technology |
Upload: | techsoup-canada |
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CRM for Nonprofits
March 17, 2014
with
Tierney SmithProgram Manager at TechSoup Canada @TierneyS Nonprofit technology blogger Data/tech nerd Software engineer
About Me
Agenda
A bit about TechSoup CanadaWhy do nonprofits need CRM?Some popular CRM solutions for nonprofitsCase studiesQ&A
About TechSoup Canada
We help nonprofits use technology to achieve their full
potential.
Register your organization today to be eligible to request over 300 products from 25 donor partners! https://www.techsoupcanada.ca/en/support/how-to-register
Technology Donations Program
Is my org eligible?a) Does your business number end in RR0001?b) Do you have a Letters Patent from Industry
Canada?c) Are you incorporated as a not-for-profit
corporation with your province?d) Are you a library?
You may be eligible to get donations of…
We create and curate tech resources
@techsoupcanadafacebook.com/techsoupcanadafeeds.feedburner.com/techsoupcanada
We’re part of a global network
60+ countries served worldwide
$3.9+ billion worth of technology donated
200K+ nonprofits reached
Centre for Social Innovation
The Centre for Social Innovation is a coworking space, community, and
launchpad for people who are changing the world.
Spadina | Annex | Regent Park | New York
How it Works
TechSoup
Canada
Nonprofit
Nonprofit
Nonprofit
Nonprofit
Nonprofit
Microsoft
Adobe
Symantec
ReadyTalk
SumacNonpro
fitNonpro
fit
Nonprofit
Nonprofit
Nonprofit
Nonprofit
Nonprofit
Registration
Any nonprofit, charity or library in Canada can register
Registration is free Typically takes 2-10 business
days
https://www.techsoupcanada.ca/join/signup
Eligibility
Each donor partner (Microsoft, Adobe, etc) has their own eligibility criteriaBased on their philanthropic
guidelines & goals Log in to check your
organization’s eligibility
Eligibility
Organization Type
Activity
CodeBudg
et
Requesting Donations
Request donations as often as you want
Admin fee 4-10% of retail value
Each donor partner has an “allotment” – stay within it!
techsoupcanada.ca/support/how-much-can-i-order
Fiscal Year (July 1 – June
30)• Adobe• Symantec• Dharma• ReadyTalk• Intuit• Sage• …
2-Year Cycle
• Microsoft• 50 licenses
from 10 “title groups”
• 5 server products
One-Time Donations
• Citrix• Huddle• Shopify• Sumac• Microsoft Get
Genuine
Why do nonprofits need CRM?
Cambridge Food Bank
Why CRM?
Nonprofits need relationships!Donors & fundersVolunteersClientAdvocatesOther contactsSuper-engaged supporters
Why CRM?
Nonprofits need data!Reporting to fundersGrant applicationsAnnual report / reporting back to donorsImprove programsMake good decisions
Why CRM?
Nonprofits need processes!Institutional knowledgeIncreased efficiencyShared access to informationConsistency & reliability
Common features of nonprofit CRM
Donor management Volunteer management Client management Contact management Grant management Email subscriptions
Campaigns Petitions & surveys Social media integration Reporting
Popular CRM solutions
CRM Considerations
Costs: licensing, add-ons, implementation, maintenance
Cloud or server?Who needs access & where?
Who are your main constituents?What are your business processes?3rd party tools & integration
Salesforce
10 free licensesNonprofit Starter PackCan be pricey to
configureGreat integration with 3rd
party toolsCloud-based
CiviCRM
Nonprofit-focusedOpen sourceNeed tech skills to
configure
Sumac
Desktop/server-based or cloud hosted
Canadian, nonprofit-focused
Modular approachEasy to configure
A few (of many) other options
Nonprofit-focused options:Raiser’s EdgeNeon CRMDonorPerfectTelosa
Build your own database with Microsoft Access or similar
Business/corporate options that can be adapted for nonprofit:Microsoft Dynamics CRMZoho CRMSugar CRM
Case Studies
Cambridge Food Bank
Maytree Foundation
TechSoup Canada
Lessons
It’s more work than you think! But it’s worth itAnswer “why should I care?” for all users in the
organizationHave a champion – change/adoption takes timeCRM is an ongoing project – support, data cleanup, etc.Consider breaking the project into phases