1. Choosing a Constituent Relationship Manager Technology Capacity Webinar Series January-March 2014

2. ZeroDivide is a social impact consulting organization that stays true to our original community foundation mission of improving the health, opportunity and civic engagement of underserved communities through the innovative use of technology. About ZeroDivide

3. January 23: Intro to Salesforce January 30: Networking and Security February 13: Filesharing and Backup February 20: Tech on a Budget February 27: Tech for Program Service Delivery Upcoming Tech Thursday webinars

4. Logistics

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8. Choosing the Right Constituent Management System January 2014

9. Introductions Elizabeth Pope Idealware’s Director of Research and Operations

10. www.idealware.org

11. A Consumers Guide to Donor Management Systems http://www.idealware.org/reports/consumers-guide-donor-management-systems

12. Constituent Management You need some way to keep track of your constituents…

13. Excel is Not a Constituent Database Having unorganized data won’t get you anywhere!

14. Manage Your Constituent Data With a System

15. Thinking Through Your Needs Tracking Information Getting Information Out Ease of Use Cost How the Systems Compare Planning for Your Selection

16. Thinking Through Your Needs

17. Some Key Considerations How does it track information? How can I get information out? How easy is it to use? How much does it cost?

18. Tracking Information

19. Managing Information Do you like the way it displays information? Can you track the information you need? Does it track relationships in a way that works for you? Salesforce http://www.salesforce.com/

20. Can You Expand It? Can you use custom fields or other features to support more constituents and processes? This will depend a lot on the system CiviCRM civicrm.org

21. Do You Have Other Specialized Needs? Do you need to track other information in the same system? Event attendance? Volunteers? Communications?

22. Getting Information Out

23. Mail Merging & Emailing Can you easily send one letter or email? Can you easily send a lot of letters or emails? Can you do complicated mail merges? Can you customize the look of your mailings?

24. Querying & Reporting GiftWorks by Mission Research www.missionreasearch.com How easily can you find specific information about your donors? Can you generate reports of relevant information quickly?

25. Integration with your other systems? Can your systems seamlessly integrate? Can you manually get them to talk? Can you integrate by hand?

26. Ease of Use

27. Online vs. Installed Does your organization need a system accessible from anywhere? Is there value in having the system installed on your own server? Vs.

28. System Organization Do the sections make sense? Is the layout tabbed, or all on one page? Can you get it to summarize the information you want? Salsa by Salsalabs http://www.salsalabs.com/

29. Ease for New Users vs. Power vs. Speed Will tons of people use the system? Or just a few power users? How would you prioritized ease vs. power?

30. Support & Training What sort of learning curve is expected? What kind of initial training does the vendor offer? How does the vendor offer support for problems?

31. Cost

32. Can you afford it? Can you budget to make sure the system is maintained?

33. There is no documentation. You cannot demo it. There is no evidence that anyone else uses it. Everyone who does use it hates it. Nobody is supporting its continued growth and development. It does not meet the needs in your database plan. When Inexpensive Means “Cheap”

34. How Do the Systems Compare?

35. The Top Tools 1. CiviCRM 2. Salesforce NPSP 3. Neon 4. DonorPro 5. PowerBase 6. Salsa

37. Salesforce Nonprofit Starter Pack

39. DonorPro by TowerCare Technologies

40. PowerBase by PTP $2,000 - $17,000 per year depending on level of consulting needed. http://ourpowerbase.net/ http://ourpowerbase.net/ Built on CiviCRM. Designed for community organizing groups, strong relationship and membership tracking.

41. Salsa by Salsa Labs $1,000 startup fee and $100 - $500 per month depending on number of supporters. http://www.salsalabs.comhttp://www.salsalabs.com Designed for advocacy group. Strong donation and event management.

42. Help me make my short list…

43. Planning for Your Selection

44. Do you really need a new system? Is it a problem with: Training Support Understanding Or is it really: Too Weak/Robust Too Expensive Out Of Date No Longer Supported Is it a problem with: Training Support Understanding Or is it really: Too Weak/Robust Too Expensive Out Of Date No Longer Supported

45. Identify a Team of Stakeholders Make sure everyone who will use or be affected by the system is represented

46. Understand your current processes. Make a detailed list of all constituent relationship processes. Then, standardize them. Use best practices. Eliminate redundancies before you invest.

47. Prioritize a Features Wish List. What does the software have to be able to do? What’s nice to have? Make a detailed list of what you’re doing.

48. Do Your Research Make a shortlist of 3 or 4 viable systems.

49. … and schedule vendor demonstrations. Use real examples to see how each system will work for your needs.

50. Rank the systems against your wish list And choose the right one for you!

51. January 23: Intro to Salesforce January 30: Networking and Security February 13: Filesharing and Backup February 20: Tech on a Budget February 27: Tech for Program Service Delivery Upcoming Tech Thursday webinars

52. Survey poll: http://svy.mk/1gcehk7 CLOSING

53. Questions?