Constituent Relationship Management
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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