Difference between revisions of "Constituent Relationship Management"
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(Created page with "Willow took pictures of Katie's notes. Category:2016Category:WatsonvilleCategory:2016 Watsonville") |
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| − | + | '''Attendees''' | |
| + | * Conseulo: need to manage our stuff | ||
| + | * Nancy: spreadsheet system for volunteers could be useful | ||
| + | * Katie: when not to do a CRM | ||
| + | * Rebecca: NARC (American Indian), how to engage with 700+ students, how to develop/engage | ||
| − | + | ==What a CRM is== | |
| + | * a Swiss Army knife | ||
| + | * work where you have a lot of overlap | ||
| + | * keeping track of relationships | ||
| + | * help keep institutional memory and relationships | ||
| + | * measure impact of activities you did | ||
| + | |||
| + | ==When CRMs might not be a good fit== | ||
| + | * can take a lot of time or money to set up | ||
| + | * if you are small enough may not be worth it | ||
| + | * do you want to use your system that you already have? | ||
| + | |||
| + | ==Can you start small?== | ||
| + | * hard to pick a tool when you don't know what | ||
| + | * yes, you can use a CRM-like system | ||
| + | ===CRM-like systems that only do one thing=== | ||
| + | * mailchimp | ||
| + | * constantcontact | ||
| + | |||
| + | [[Category:2016 Watsonville]] | ||
Revision as of 18:21, 4 May 2016
Attendees
- Conseulo: need to manage our stuff
- Nancy: spreadsheet system for volunteers could be useful
- Katie: when not to do a CRM
- Rebecca: NARC (American Indian), how to engage with 700+ students, how to develop/engage
What a CRM is
- a Swiss Army knife
- work where you have a lot of overlap
- keeping track of relationships
- help keep institutional memory and relationships
- measure impact of activities you did
When CRMs might not be a good fit
- can take a lot of time or money to set up
- if you are small enough may not be worth it
- do you want to use your system that you already have?
Can you start small?
- hard to pick a tool when you don't know what
- yes, you can use a CRM-like system
CRM-like systems that only do one thing
- mailchimp
- constantcontact