selecting the right crm - and making sure staff use it effectively
DESCRIPTION
Presented Mar. 16, 2014 at the Nonprofit Technology Conference with Elizabeth Pope from IdealwareTRANSCRIPT
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www.idealware.org
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A Consumers Guide to Donor Management Systems
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You Might Not Need to Change…
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Switching Constituent Management Systems
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What Are Your Priorities?
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Keep In Mind: Where Are You Going?
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How Do the Systems Compare?
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Help me make my short list…
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You are a small but growing organization and price is critical…
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Track all of your constituents in one system…
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You need to integrate the system tightly with email and your
website…
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You need something highly configurable…
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Planning for Your Selection
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Identify a Team of Stakeholders
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Prioritize a Features Wish List.
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Do Your Research
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… and schedule vendor demonstrations.
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Rank the systems against your wish list
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Implementation, Configuration and Migration
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Implement: Setup
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Install the System
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Configure (and Customize)
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Data Migration
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The Process
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What Data do you Really Need?
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Clean Up Inactive Records
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Clean up Duplicate Data
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Get Help With Migration!
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Do You Need a Consultant?
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Defining Usage and Integration
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Know Who is Working With the Data
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Set Clear Data Entry Guidelines
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How Do You Enter Data Uniformly?
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Define Who Should Do What
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Consider Software Integration
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Accounting Considerations
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Supporting the Technology Transition
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Don’t Stop Here!
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Define Usage and Support
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Train People
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Measure and Check-in
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