This document discusses customer relationship management (CRM) systems for non-profit and membership-based organizations. It describes how CRM systems can track constituents, fundraising, demographics, membership levels, directories, volunteering and communications. CRM systems help non-profits identify potential donors, manage events and volunteers, and gain real-time access to information to support decision making. Specific CRM software like Microsoft CRM, Civic CRM, SAP CRM and Siebel CRM are outlined highlighting their features and applicability for non-profits.

1. Customer relationship management for Teri Training work

2. Crm regarding not for profit organizations. “Process of creating and maintaining relationships with business customers or consumers” “A holistic process of identifying, attracting, differentiating, and retaining customers” “Integrating the firm’s value chain to create enhanced customer value at every step” “An integrated cross-functional focus on improving customer retention and profitability for the company.” Bottom-line: The use of information-enabled systems for enhancing individual customer relationships to ensure long-term customer loyalty and retention

4. Customer-centric approach to value chain

5. New and technology-enhanced processes

6. Focus is not just on bottom-line, but on top-line

8. Builds on customer service and satisfaction concepts

9. Just the latest buzzword for creating customer orientation

11. characteristics Case Management: : deliver responsive, accessible, and personalized services through improved information sharing within and across governmental departments and agencies. Event Management: you can manage unlimited events, register attendees, book accommodations, schedule functions and handle payments, all in one spot. Volunteer Tracking: When used effectively, these systems will help you make informeddecisions, save money in administrative costs, and generate higher turn out rates of well prepared attendees.

12. characteristics MISSION ORIENTED AS AN EVENT MANAGER Basic Membership Management CHARACTERISTICS Case Management Volunteer Tracking: KNOWLEDGE BASED ACTIVITIES Event Management

13. Objective & scope of these CRMS: Systems for non-profit and membership-based organizations help track constituents and their involvement in the organization. Capabilitiestypically include tracking the following: fund-raising, demographics, membership levels, membership directories, volunteering and communications with individuals. Toolsfor identifying potential donors based on previous donations and participation. In light of the growth of social networking tools, there may be some overlap between social/community driven tools and non-profit/membership tools.

14. Advantages of these CRMS: Generate sponsors :Increased sponsors through better timing by anticipating needs based on historic trends Provide basic needs: Identifyingneeds more effectively by understanding specific customer requirements Event tracking :Events , seminars, products highlighting and suggesting alternatives or enhancements Identification of customer: Identifyingwhich of your customers are profitable and which are not

15. Provide basic needs ADVANTAGES OF CRMS Generate sponsors Event tracking Identification of customer

16. Justification & need of these CRMs in not for profit organizations: Gain real-time access Automate and streamline critical Execute targeted campaigns JUSTIFICATION & NEED Quickly and accurately respond Social service

18. Professional and trade associations are tasked with managing organization events as well as maintaining education and certification records.

20. Quickly and accurately respond to requests through a unified view of the constituent or member.

21. Analyze service-delivery speed and measure organizational performance to increase service effectiveness.

23. different crm packages in not for profit & government organizations

24. Features of Microsoft CRM Customization for pledge activities: This object includes a Stage field for tracking long-term membership and donation trends and sending out targeted communications based on the stage. Basic volunteer tracking :discuss news from the organization, increase your response rate. Provide better roadmap for non profit organizations: Sophisticated in focusing on the initiatives, activities, and tactics that, cost, and efficiency improvements Provide long & short term functionality: : help in decision making at micro & macro level . Generate the basic needs of an organization i.e. customers , sponsors , customer mining and segmentation tools. Raise sponsorships & funders : Build relationships with members that result in long-term support. Communicate organizational effectiveness and meet challenges by achieving a holistic view of the organization’s health. Accessing information and improving constituent insight and management. Helping client collaborate Integrate data from disparate systems such as finance and programs for a complete view of your organization.

25. Features of civic crm FEATURES Create Smart Groups Based On Non Profit Events Relationship with clients Segmentation Tools Store Common Nonprofit Contact Data

26. Features of sap crm Provide unparalleled functionality :unparalleled functionality in the field of customer service, and other customer and consumer-touching business processes tailored specifically for the consumer goods industry, resulting in faster deployments, high rates of end user adoption enabling on profit organization to optimize their effectiveness and productivity. Customers satisfaction & interaction provide :Transparency and direct dialoged are integral to this process and needs to be kept aware of SAP’s customer strategy. now know about what steps are being taken to improve customer satisfaction within the organization. Providing deep fact of knowledge: Enhance organizations activities: Effective not for profit organizations do more than just meet research & other goals. They find new ways to achieve their goals while ensuring their research professionals maintain focus on activities that foster profitable customer relationships Allow sponsors , funders & volunteers to see more clearly :improve operational efficiencies, and automate the enterprise. This convenience and ease of use translates into better and more frequent data from representatives in the field, which means increased accuracy in forecasting, improved customer service, and greater visibility for management

27. Features of Seibel crm Events in vertical functionality Decision support innovation Enabling funders responsiveness Technology that gives clients more values Project governance based on proven blueprint

29. Technology that gives clients more values Complete control and tight tailoring of CRM to the needs of the not for profit organization.

30. Enabling funders responsiveness :An organization’s ability to capture new growth opportunities is predicated on its ability to act quickly to change operations and processes. Communicate organizational effectiveness and meet challenges by achieving a holistic view of the organization’s health

31. Deployment with zero downtime : Use the new Application Development Manager to deploy product enhancements on the fly—with zero downtime.

32. Project governance based on proven blueprint :—Successful organization changes often depend on effective project governance.

34. Features of netsuitecrm Opportunity management : Track partner leads and referrals within a single application, enabling you to win—and retain—more customers Enable your partners to register and track their leads via one, easy-to-use partner management tool application . Campaign Creative File Cabinets : campaign management spans a range of critical activities—from properly segmenting your customer/prospect base and creating the right content to building and executing high-impact campaigns. Improve not for profit organizations productivity ,satisfaction & retention : Accessing information and improving constituent insight and management. People across an organization can increase individual productivity by using technology that’s familiar, and by sharing information and repurposing existing campaign and customer service materials. Ensure strong communication between clients, sponsors, funders:: Build relationships with members that result in long-term support. With The Raiser’s Edge you get a holistic view of each member, at the local or chapter level, and can easily manage membership benefits and details

36. Managing donor information

38. Creation of market list

39. Campaign launch

41. Capabilities typically include tracking the following: fund-raising, demographics, membership levels, membership directories, volunteering and communications with individuals.

42. Tools for identifying potential donors based on previous donations and participation.

43. In light of the growth of social networking tools, there may be some overlap between social/community driven tools and non-profit/membership tools.

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