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CRM for Nonprofits March 17, 2014 wit h

CRM for Nonprofits

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Presented at Centennial College, March 17 2014.

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Page 1: CRM for Nonprofits

CRM for Nonprofits

March 17, 2014

with

Page 2: CRM for Nonprofits

Tierney SmithProgram Manager at TechSoup Canada @TierneyS Nonprofit technology blogger Data/tech nerd Software engineer

About Me

Page 3: CRM for Nonprofits

Agenda

A bit about TechSoup CanadaWhy do nonprofits need CRM?Some popular CRM solutions for nonprofitsCase studiesQ&A

Page 4: CRM for Nonprofits

About TechSoup Canada

We help nonprofits use technology to achieve their full

potential.

Register your organization today to be eligible to request over 300 products from 25 donor partners! https://www.techsoupcanada.ca/en/support/how-to-register

Page 5: CRM for Nonprofits

Technology Donations Program

Is my org eligible?a) Does your business number end in RR0001?b) Do you have a Letters Patent from Industry

Canada?c) Are you incorporated as a not-for-profit

corporation with your province?d) Are you a library?

You may be eligible to get donations of…

Page 6: CRM for Nonprofits

We create and curate tech resources

@techsoupcanadafacebook.com/techsoupcanadafeeds.feedburner.com/techsoupcanada

Page 7: CRM for Nonprofits

We’re part of a global network

60+ countries served worldwide

$3.9+ billion worth of technology donated

200K+ nonprofits reached

Page 8: CRM for Nonprofits

Centre for Social Innovation

The Centre for Social Innovation is a coworking space, community, and

launchpad for people who are changing the world.

Spadina | Annex | Regent Park | New York

Page 9: CRM for Nonprofits

How it Works

TechSoup

Canada

Nonprofit

Nonprofit

Nonprofit

Nonprofit

Nonprofit

Microsoft

Adobe

Symantec

ReadyTalk

SumacNonpro

fitNonpro

fit

Nonprofit

Nonprofit

Nonprofit

Nonprofit

Nonprofit

Page 10: CRM for Nonprofits

Registration

Any nonprofit, charity or library in Canada can register

Registration is free Typically takes 2-10 business

days

https://www.techsoupcanada.ca/join/signup

Page 11: CRM for Nonprofits

Eligibility

Each donor partner (Microsoft, Adobe, etc) has their own eligibility criteriaBased on their philanthropic

guidelines & goals Log in to check your

organization’s eligibility

Eligibility

Organization Type

Activity

CodeBudg

et

Page 12: CRM for Nonprofits

Requesting Donations

Request donations as often as you want

Admin fee 4-10% of retail value

Each donor partner has an “allotment” – stay within it!

techsoupcanada.ca/support/how-much-can-i-order

Fiscal Year (July 1 – June

30)• Adobe• Symantec• Dharma• ReadyTalk• Intuit• Sage• …

2-Year Cycle

• Microsoft• 50 licenses

from 10 “title groups”

• 5 server products

One-Time Donations

• Citrix• Huddle• Shopify• Sumac• Microsoft Get

Genuine

Page 13: CRM for Nonprofits

Why do nonprofits need CRM?

Page 14: CRM for Nonprofits

Cambridge Food Bank

Page 15: CRM for Nonprofits

Why CRM?

Nonprofits need relationships!Donors & fundersVolunteersClientAdvocatesOther contactsSuper-engaged supporters

Page 16: CRM for Nonprofits

Why CRM?

Nonprofits need data!Reporting to fundersGrant applicationsAnnual report / reporting back to donorsImprove programsMake good decisions

Page 17: CRM for Nonprofits

Why CRM?

Nonprofits need processes!Institutional knowledgeIncreased efficiencyShared access to informationConsistency & reliability

Page 18: CRM for Nonprofits

Common features of nonprofit CRM

Donor management Volunteer management Client management Contact management Grant management Email subscriptions

Campaigns Petitions & surveys Social media integration Reporting

Page 19: CRM for Nonprofits

Popular CRM solutions

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CRM Considerations

Costs: licensing, add-ons, implementation, maintenance

Cloud or server?Who needs access & where?

Who are your main constituents?What are your business processes?3rd party tools & integration

Page 21: CRM for Nonprofits

Salesforce

10 free licensesNonprofit Starter PackCan be pricey to

configureGreat integration with 3rd

party toolsCloud-based

Page 22: CRM for Nonprofits

CiviCRM

Nonprofit-focusedOpen sourceNeed tech skills to

configure

Page 23: CRM for Nonprofits

Sumac

Desktop/server-based or cloud hosted

Canadian, nonprofit-focused

Modular approachEasy to configure

Page 24: CRM for Nonprofits

A few (of many) other options

Nonprofit-focused options:Raiser’s EdgeNeon CRMDonorPerfectTelosa

Build your own database with Microsoft Access or similar

Business/corporate options that can be adapted for nonprofit:Microsoft Dynamics CRMZoho CRMSugar CRM

Page 25: CRM for Nonprofits

Case Studies

Page 26: CRM for Nonprofits

Cambridge Food Bank

Page 27: CRM for Nonprofits

Maytree Foundation

Page 28: CRM for Nonprofits

TechSoup Canada

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Lessons

It’s more work than you think! But it’s worth itAnswer “why should I care?” for all users in the

organizationHave a champion – change/adoption takes timeCRM is an ongoing project – support, data cleanup, etc.Consider breaking the project into phases

Page 30: CRM for Nonprofits

Questions? Comments?

[email protected]/techsoupcanada