Tech for comms and campaigns management

A new report published by sector network CharityComms looks at experiences of introducing and using customer relationship management (CRM), content management systems (CMS), campaigning and advocacy tools, and online giving services.

The report is based on discussions with digital experts in a number of large charities, connected case studies, and questions to unspecified ‘digital leads in charities’.

There are 6 recommendations headed:

  • Accept imperfections
  • Agree on data and evaluate customer journeys
  • Choose best of breed
  • Influence decision making
  • Consider budget and ownership
  • Keep looking ahead

Get ‘Pick ‘n’ mix: a guide to technology choices for charities’ via CharityComms website (pdf, 925Kb, registration required).

Database considerations for small charities

Sector fundraising/CRM database systems expert Ivan Wainewright has published an ebook ‘What Small Charities Need to Know about CRM Systems’. He says that it is produced for “people whose day job is not the procurement or implementation of new databases” and that you do not have to be technical to understand it.

Intro article at http://blog.itforcharities.co.uk/2015/02/what-small-charities-need-to-know-about.html, or go direct to http://itforcharities.co.uk/free-ebooks/ for download link (pdf, 459KB).

Thoughts on managing new data systems

Salesforce Foundation has a short article comparing the implementation of a CRM system (relationship /supporter data management) to a bicycle ride. Your cycling editor has rarely encountered “smooth downhills”, while on the bike or managing new systems, but not a bad piece. ‘Pedalling your way to success with CRM’ at http://www.salesforcefoundation.org/pedalling-way-success-crm/.

Charity database consultant Ivan Wainewright continues to produce relevant blogs, such as the recent All CRM systems still need a Database Manager. » Continue reading news item ... “Thoughts on managing new data systems”

A tough love approach to CRM

Richard Cooper of Technology Trust asks some hard (?) questions on whether your organisation is really in a position to benefit from introducing customer relationship management (CRM) technology, often available to charities at relatively low cost for the software itself. And if so, is it ready to undertake implementation challenges?

On Civil Society Media, http://www.civilsociety.co.uk/it/blogs/content/16892/.