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To read Part 1, click here.
To read Part 3, click here.
What is CRM anyway? Let's ask wiki! Click here. In summary, CRM is mobilizing the entire organization to better serve customers in order to increase revenue.
Tip #2:
Watch for the hidden data exchanges. Some CRM systems are made up of distinct modules or applications that require data to be transferred from one to the other. You may need to program costly software procedures to transfer data between these applications. Software updates in one application may mean reprogramming many data transfer procedures.
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Tip #3:
As seen in part 1, CRM is communicate, communicate, communicate. When talking to a donor, the conversation could be about past conversations, events, pledges, payments, designations, volunteerism, agency information, etc. Do you or will you have all of this data at your fingertips in your CRM system? Will you have to build new extensions to have that data there? How much will all that cost?
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CRM Quotes:
"A common rule of thumb for implementing technology solutions is to focus 20% on the technology and 80% on the people, processes, and organizational culture. [...] There is no technology silver bullet for CRM. [...] Resist pressure to do it all at once"
Read the whole article... click here. (CRM for nonprofits.)
To read Part 1, click here.
To read Part 3, click here.
Did you know you can create a Bio Tab to represent all of the pieces of an account that need to be updated during Transaction Entry? If your pledge card is the source of information such as Roster Name, home address, combined giver, leadership level overrides, etc. you can create a Bio Tab that contains all of the pertinent data in one place. This Bio Tab can be displayed within the transaction entry screen-one stop shopping for all your update needs!
Read Project #10597...
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and more...
Increase transaction entry productivity by instructing Andar to move from field to field in a specific order. To find out more about customizable cursor progressions, please read the following online help document.
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Information at your fingertips anytime and anywhere.
Bill Gates
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Friday Morning
