nonprofit technology communications landscape · kinds of crm desktop & client/server crm...
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![Page 1: Nonprofit Technology Communications Landscape · Kinds of CRM Desktop & Client/Server CRM Download and install on network and/or desktops Web Server-based CRM Download and install](https://reader036.vdocument.in/reader036/viewer/2022070815/5f0f2bbe7e708231d442d647/html5/thumbnails/1.jpg)
Nonprofit Technology Communications Landscape
Charities Technology Conference
Columbia Law School - March 24, 2011
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Agenda
Communications Infrastructure
Campaigning Tools
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Communications Infrastructure
CRM database
Website, Blog
Rich Media
Social Media
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CRM database
CRM stands for Constituent Relationship Management Change that to Community, Contact, or Client!
Don’t be confused by CRM & CMS:
CMS stands for Content Management System Architecture and content for your website
Can work together or be stand alone
Not mutually exclusive
Some CMS tools include basic CRM functionality
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What’s in a CRM?
Basic Data Basic contact info
Track activities (calls, events)
Track donations
Tracking Volunteers
Actions Email blasts
Automated donations
Event management and registration
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Kinds of CRM
Desktop & Client/Server CRM Download and install on network and/or desktops
Web Server-based CRM Download and install on your intranet web server, or on
your public-facing web server
Work through a web browser
Software as a Service No download or installation – all hosted on companies site
Work through a web browser
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Categories of CRM by license
Proprietary
Open Source In Spirit (built on proprietary platforms)
Open Source CRM built on proprietary OS/Database
Open Source CRMs built to run entirely on Open Source platforms
Software as a Service (not obtaining software, obtaining services)
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Examples: Proprietary
eTapestry
Blackbaud Raiser’s Edge
Donor Perfect
Fundware
Sage
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Examples: SaaS
Democracy In Action
Convio
Kintera
Salesforce
eTapestry
Both Salesforce and eTapestry are free for some users:
Salesforce – 10 free licenses
ETapestry – free for 500 or fewer contacts
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Examples: Open Source In Spirit
METRIX (built with MS Access)
EBase (built with FileMaker Pro)
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Examples: Open Source
Depends on proprietary OS and/or Database mpower open (built on .NET and depends on MS SQL
server)
Organizer’s database (Windows and Visual Basic)
Compiere (requires proprietary databases)
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Examples: Open Source
Can be run completely using open source OS/tools Linux, Apache, MySQL, PHP (LAMP stack):
CiviCRM
SugarCRM
Any OS, Apache Tomcat, Java:
OpenCRX
vTiger
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Communications Infrastructure
CRM database
Website, Blog
Rich Media
Social Media
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CMS & platform options
Drupal
Joomla
Plone
Wordpress
Many proprietary options
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Essential elements
Navigation: Pages and subpages
Images, video embeds
Blog
Customizable features
Clean, simple design
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Content options
Website & blog together
Website & blog separate, mapped URL
Website & blog separate, linked
Only a website or a blog
Social web presence only
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CRM and CMS
Resources and research:
2009 Data Ecosystem report:
http://www.nten.org/2009_ecosystem_report
2008 CMS Satisfaction report: http://www.nten.org/research/2008-cms-satisfaction-survey
2007 CRM Satisfaction report: http://www.nten.org/research/2007-crm-satisfaction-survey
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Communications Infrastructure
CRM database
Website, Blog
Rich Media
Social Media
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Day-to-day staff email
Email lists & signups
Email marketing/messaging
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Day-to-Day Email
Usually managed in-house or with website hosting
Personal email lists and address books
Organizations vary with respect to:
Mobile access
Remote access
Personal email use
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Email lists
Privacy statement & disclaimer
Information about the content
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Communications Infrastructure
CRM database
Website, Blog
Rich Media
Social Media
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Rich Media
Photo
Audio
Video
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Rich Media
Organizational events
Board meetings
Community events
Generated by partners, constituents
Generated by public, community
Archived, reused, published
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Rich Media hosting
Photo - Flickr, picasa
Audio – Libsyn, CinchCast
Video - YouTube, vimeo
Self hosted, part of website hosting
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Rich Media sharing
Waivers
Tags
Reporting vs marketing
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Communications Infrastructure
CRM database
Website, Blog
Rich Media
Social Media
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Social Media
Social Networking
Microblogging
Photo & Video sharing
Citizen journalism & hyper-local networks
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Social Networking
Facebook = More than 500 million active users; 50% of active users/day
MySpace = 34 million users
Orkut = main network in Brazil, 2nd in India
Hi5 = major network in Spanish-speaking countries
LinkedIn = 100 million users, 61% male
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Microblogging
Twitter = over 200 million users
140 million = average number of Tweets people sent per day, in the last month.
460,000 = average number of new accounts per day over the last month.
Identica, Yammer
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Photo & Video sharing
YouTube
490 million unique users every month; ~150m visit every day and the average visit lasts 25 minutes.
Flickr
51 million registered users; 3000-5000 new photos being uploaded per minute
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Citizen journalism & hyper-local
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Using social media
Organizational policy
Content strategy
Online identity
Privacy and terms of use statements
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People behind the tools
CRM database = IT
Website, Blog = Communications
Email = Communications & IT
Rich Media = Marketing
Social Media = Communications
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Campaigning Tools
Email Clients
Petitions
Surveys
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Email Clients
Constant Contact
Democracy in Actions’ Salsa
Emailnow by Network for Good
Highroad
VerticalResponse
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Email options
Free vs paid (# of contacts, # of messages)
Integration with CRM or CMS
Tracking and metrics
Design templates and customization
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Campaigning Tools
Email Clients
Petitions
Surveys
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Petition tools
Act.ly
Care2 (The Petition Site)
Change.org
Petition Online
Petition Spot
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Petition options
Portability
Registration required
User data
Real time
Cost
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Campaigning Tools
Email Clients
Petitions
Surveys
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Survey tools
Google forms
PollDaddy
SurveyGizmo
SurveyMonkey
Zoomerang
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Survey options
Portability
Integration with CRM/CMS
User data
Analysis and metrics
Reporting and publishing
Cost
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Campaigning
Resources and research:
2011 eNonprofit Benchmarks Study:
http://www.nten.org/blog/2011/03/19/new-report-2011-enonprofit-benchmarks-study
2011 Nonprofit Social Network Benchmark Report: http://www.nten.org/blog/2011/03/18/new-report-2011-nonprofit-social-network-benchmark-report
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Thanks
Amy Sample Ward
Membership Director, NTEN
@amyrsward | [email protected] | http://nten.org
More resources available at:
http://amysampleward.org