Constituent Relationship Management

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