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Customer Relationship Management Systems

Page history last edited by John Roche 12 years, 2 months ago

Customer Relationship Management (CRM) Systems

 

 

Description

Customer relationship management software allows users to keep track of their customers, donors or members and target mailings or other services to them.  This can also be used to track grantees. 

 

Uses and Potential Benefits

Allows organizations to integrate contacts data that had been housed in separte data sets and to track a wide range of information regarding the contacts.  Example: with a CRM system, a foundation could track it's grantees, along with people who attended foundation events, and then note which grantees attended events.

 

Examples of the Tool (Not exhaustive or vetted)

CiviCRM

SalesForce

Blackbaud

CitySoft

Convio

Democracy in Action

Kintera

GiftWorks

Metrix

eTapestry

DonorPerfect

Prime Management for Organizations

 

References/Articles/Examples from Nonprofits and Foundations

Creating a Relationship-Centric Organization: Nonprofit CRM

In Search of CRM Part 1: Understanding Constituents and Processes

In Search of CRM Part 2: Searching for Software 

 

Real Time or Time Independent?

Time Independent

 

Can Start Small and Expand?

No

 

Time/Cost to Implement?

High

 

Time/Cost to Maintain

High

 

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