Simply-Solutions has joined forces with appiChar. Read the home page to find out more.
What’s CRM then? CRM stands for Customer Relationship Management which in the non-profit world doesn’t really say much. But substitute Customer for Supporter or Funder or Member and you have something that starts to make sense.
The phrase CRM is often used incorrectly. Technically it represents a collection of methods used to communicate with or engage your customers, clients, contacts – whatever you want the C to stand for. It is not just the piece of software that helps you do that. Tools for customer relationship management should be implemented only as part of your communications strategy.
Does your organisation:
- struggle to keep in touch with supporters, funders, members and other stakeholders
- have multiple spreadsheets and small databases all over the place
- wonder how many supporters you have
- lose members because you can’t handle the renewals
- fail to thank people for donations
- find it hard to report to funders and government
What if you could:
- keep all your data in one place – somewhere you could always access, no matter where or when
- automate your membership renewals
- send out thank you emails to anyone making a donation
- produce statistics at the push of a button
How about if you took it even further and integrated your website and CRM, what then? Or if your finance system talked to your CRM? Or what if your email newsletter software allowed you to send an email to your supporters from within your CRM and then see who’d opened it.
Oh there’s so much you can do.
If you’re thinking about improving the way your organisation works with data, look at our checklist before you choose a system or a supplier. Or take a look at our Implementation Guide to see if you’re ready to go.
Better yet, talk to us and let us help you with your choice.
