Customer Relationship ManagementCRM- How to Make it An

Organizational Priority

Southern Institute ConferenceMay 23, 2013; 1:30 – 3 p.m.

CRM - Definition

Is a model for managing a company’s interactions with current and future customers. It involves using technology to organize, automate, and synchronize sales, marketing, customer service and technical support.

Current StateHow is your United Way Using CRM?

(5) Full Integration

(4) Partial Integration

(3) Modest Integration

(2) Purchased

(1) Purchased What?

CRM Practical

• Listen

• Alignment

• Connect

• Evaluate

Key Examples Amway – One by One Campaign

Century A&E – Reading Corner

Wolverine Worldwide – Get FitUWW – “Read Learn Succeed”

United Way Worldwide and Regional Global Corporations

Key Examples

Amway Corporation“One by One Campaign for Children”

http://www.youtube.com/watch?feature=player_embedded&v=Gy-zaGqSns8

The Amway One by One Campaign for Children is a movement that spans 10 years and has helped

10 million children. Amway and its millions of distributors and employees around the world

identify the most pressing issues, then find meaningful ways to help and mobilize others.

Amway One by One projects and stories are as unique as the company itself.

Grand Rapids, Michigan, USA - In 1989, Amway responded to a challenge to “adopt” an inner-city school near Grand Rapids, Michigan, near its headquarters. The idea was to focus the company’s resources on a small population, and bring generosity and volunteerism to scale. The Amway commitment outlasted the adoption program, and years later, Amway employees are still increasing their commitment to the public

schools. From tutoring … to book drives … to pen pals … to field days … to career days … to anti-bullying training … to Junior Achievement instruction … Amway employees are involved in big and small ways. They even lend their expertise in the area of entrepreneurship through a special partnership with the Ottawa Hills High – School of Business, Leadership & Entrepreneurship, which means Amway has a continuum of support, from kindergarten to graduation.Through Amway, its employees and distributors, the Amway One by One Campaign for Children is making a difference, one child at a time.

Key Examples

Century A&E – Reading Corner

Key Examples

Wolverine Worldwide – Get FitUWW – “Read Learn Succeed”

Wolverine Worldwide

Co-Branding with Wolverine Worldwide

Merrell Brands

Get Active!

Born Learning Refreshed

Global Journey

Steelcase Corporation & Local United Way

Annual Gifts will Decrease - $25K/annually

Need to Invest Globally

Steelcase

Key Questions

What is our ultimate role with local companies?

Leverage Resources ($ & Volunteer)

Connect Resources to Local Needs

Add Value to Their Corporate Community Interests

Other

All Above

Key Products

What products do we offer? Pledge Processing Volunteer Connection Issue Awareness Issue Impact through Key Strategic Solutions Global Reach Co-Branding Other All Above

Expanding the Horizon

Researched “Who Else”

15 Global Companies in Region

Discussion with Neighboring United Ways

Engaged United Way Worldwide

Meeting Host - Steelcase

United Way Worldwide

If you are interested in providing a tax-deductible donation to a charitable entity (non-profits, orphanages, schools, universities) outside of the United States, United Way Worldwide offers the International Donor Advised Giving Program (IDAG) one of the most RELIABLE, SAFE & FLEXIBLE international grant giving programs in the world.

United Way WorldwideInternational Donor Advised Giving Program (IDAG)

United Way Worldwide

United Way WorldwideInternational Donor Advised Giving Program (IDAG)

General Charitable Operations Grants

Specific Project Grants

Due Diligence, including Anti-terrorism Vetting

Outputs and Outcomes-based Reporting

A Simple Fee Structure

Access to UW network in 40 countries

FACTS

United Way WorldwideInternational Donor Advised Giving Program (IDAG)

Grant Processing

1 week

8 weeks

16 weeks

Appeal to Donors

Tax deduction

Personalized

Services

Investment

Protected

Program Time Line

5 years

7 years

13 years

Meeting Logistics

United Way WorldwideInternational Donor Advised Giving Program (IDAG)

June 25th

Hosted by Steelcase

UWW Showcase

Skype with Global UW’s

Respond to Questions & Comments

Track Record

United Way WorldwideInternational Donor Advised Giving Program (IDAG)

700 Grants/Year

$30MM Annually

100 Countries

Build Your Own Plan Select A Company

What is their Community Focus Corporate Demographics/Resources

Your Impact Priorities Create a Match Build a Plan

Make Your Pitch Compelling Case Short Term & Long Term Results

Celebrate Success & Monitor Results Joint Marketing Continual Evaluation

Plan Processing

What Worked

Aha’s

Additional Information

Your Next Steps

Take A-Ways

Maureen NoePresident/CEO

Heart of West Michigan United Waymnoe@hwmuw.org

Land: (616) 752-8620Cell: (513) 607-2020