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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