This document discusses how to simplify CRM and digital tools for organizations. It provides tips on building a business case, integrating digital tools and CRM, selecting the best digital tools, developing digital strategies, and supporting cultural shifts. The document emphasizes making things simple, presenting information simply to allow for easy decision making. It also discusses different tools for data management, prospecting, performance measuring, and data analysis, and choosing tools based on features and functions.

2. Invigorate your data insights
Banish data dreariness
Jonathan Cook, Associate Consultant @jonathan_m_cook
Steve Thomas, Chief Executive @stevethomas393
4th July 2016 @purple_vision

3. We simplify CRM and digital
 Building the business case
 Integrating digital tools and CRM
 Selecting digital tools that work best for you
 New websites or content management systems
 Digital strategy
 Supporting cultural shift
 Training and staff development
elp when you need it

4. weet
@purple_vision

6. • <iframe width="853" height="480"
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7. Information
Who needs what?

8. Trustees
Senior Management
Managers/Head of
Execs/Fundraisers
Top Line
Detail

9. Trustees
1. Income
2. Expenditure
3. Net
4. # Volunteers
Top Line

10. Senior
Management
1. Income by team
2. Expenditure by team
3. # Regular Givers
4. # Cash Givers
5. Gift Aid Income
More detail

11. Managers/Head of
1. Income by event / activity
2. Recruitment rate
3. Attrition rate
4. # + £ Cash Givers
5. # + £ Regular Givers
In depth

12. Execs/Fundraisers
1. Results by segment
2. Results by month
3. Results by creative/test
4. Results by channel
Very Detailed

14. It’s about making things simple

15. Statistical analysis of traffic volumes, death
and injury rates, accidents, travel times,
journey distances, car safety records and
changes in performance, training, and
awareness rates over time have recommended
an optimal maximum velocity for travel should
not exceed 17.8816 Meters per second.

17. Sometimes trying to make it simple makes
it way too complicated!

19. Sometimes it can even be misleading

20. Following this course of action could increase
the amount of money we could invest by about
2%
Doesn’t sound that impressive? Does it?

22. Page 22
Want to know a surefire way to reduce your
complaints by 50% without any effort?
Contact half the number of supporters….

23. It’s about presenting something in a
simple way that allows for sensible
decision making to take place with ease.

24. Dynamic Static

25. Dynamic Static
• Reports that refresh in real time
• Live web visit stats
• Price of commodities
• Response rates
• Live feeds
• Twitter monitoring
• Real time Social media
advertising results analysis
• Analysis that takes a snap shot in
time
• Survey results
• Trend analysis over time
• Focus group results
• Market intelligence
• Competitor research

26. Past Future

27. Past Future
• A way of monitoring performance
• Fundraising/campaign results
• Sales
• Testing
• A way of developing long term
strategies
• People’s opinions change slower
than reality
• Complaints
• Current affairs
• Social changes

28. Past Future
How does the Brexit result make you
feel financially?
Source Money Saving Expert of 38,862 votes.
10%
23%
5%
31%
31%
Excited
Cautiously optimistic
No impact
A little worried
Petrified

29. A picture speaks a thousand words

30. Page 30

34. What are the tools
for the job?

35. Page 35
Choices, choices!

36. Page 36
Feature/Function (weighted scores)
Tool
Business
Planning
Data
Management Prospecting
Perfomance
Measuring
Data
Analysis
Data
Clensing
Data
Selections
Data
Analysis
Predictive
Stats
UI and
Training Total
SAS Market Automation 434 792 92 430 218 94 750 1770 1030 218 5758
Qlik (Sense, View) 466 741 92 333 188 86 674 1690 736 272 5098
Tableau 262 801 92 146 238 108 564 1730 824 300 4885
FastStats 470 848 92 279 218 88 790 1770 103 292 4770
Salesforce Wave Analytics 352 695 108 257 218 82 576 1770 103 296 4297
Salesforce (as is) 420 742 158 211 156 82 544 1670 103 320 4246
Datahero 366 542 92 198 75 76 499 1730 562 137 4097
Salesforce Marketing Cloud 510 565 140 394 156 88 732 1088 175 380 4028
Adobe Marketing Cloud 534 565 140 394 156 88 732 1068 175 374 4026
Oracle Marketing Cloud 482 565 140 394 144 88 649 1038 159 380 3839

37. Layers of information
• Reports & dashboards
• Analytics
• Science

38. Example: attrition

40. Key concepts
Data security
Data
warehouse
Data
democracy
Data
governance
Data protection Big data Data mining

42. IoF National Convention 2013 42

43. Where is all the data anyway?
 

45. Page 45
Choices, choices!

46. How to make sense of all this?
1. Visualisation
2. Automation
3. Business Intelligence

48. Summary: the keys to success
1. Business (customer) requirements must come first
2. Think about why, when and where you need the
data
3. Change the focus from technology to people
4. Work across traditional silos
5. Expect dynamic (not just static) reporting
6. Engage every user to personalise their data needs
7. It’s not as difficult (or expensive) as you think

50. questions?
comments?
ideas?
steve.thomas@purple-vision.com
@stevethomas393
@jonathan_m_cook
www.purple-vision.com
+44 (0)845 458 0250