crm for nonprofits

CRM for Nonprofits

March 17, 2014

with

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

About Me

Agenda

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

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

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…

We create and curate tech resources

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

We’re part of a global network

60+ countries served worldwide

$3.9+ billion worth of technology donated

200K+ nonprofits reached

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

How it Works

TechSoup

Canada

Nonprofit

Nonprofit

Nonprofit

Nonprofit

Nonprofit

Microsoft

Adobe

Symantec

ReadyTalk

SumacNonpro

fitNonpro

fit

Nonprofit

Nonprofit

Nonprofit

Nonprofit

Nonprofit

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

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

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

Why do nonprofits need CRM?

Cambridge Food Bank

Why CRM?

Nonprofits need relationships!Donors & fundersVolunteersClientAdvocatesOther contactsSuper-engaged supporters

Why CRM?

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

Why CRM?

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

Common features of nonprofit CRM

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

Campaigns Petitions & surveys Social media integration Reporting

Popular CRM solutions

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

Salesforce

10 free licensesNonprofit Starter PackCan be pricey to

configureGreat integration with 3rd

party toolsCloud-based

CiviCRM

Nonprofit-focusedOpen sourceNeed tech skills to

configure

Sumac

Desktop/server-based or cloud hosted

Canadian, nonprofit-focused

Modular approachEasy to configure

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

Case Studies

Cambridge Food Bank

Maytree Foundation

TechSoup Canada

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

Questions? Comments?

www.techsoupcanada.ca@techsoupcanadafacebook.com/techsoupcanada