On June 5, 2007, I participated in a panel at the Boston Technology Conference
which discussed how CRM and CMS tools can be effectively used by nonprofit organizations. Below are some major points:
CRM: A set of processes and supporting technologies used to acquire, retain, and enhance the relationships with all different constituent groups who interact with an organization.
CMS: Software tools that allow non-technical users to update a website without having to be a website designer.
Chris Atwood of SalesForce
discussed how a CRM is used for marketing, sales and customer service. He also mentioned the importance of identifying constituent groups (e.g. donors, volunteers etc.), outlining processes and workflow and the role of nonprofit staff in managing, analyzing and reporting donor data. While Chris’ presentation was clearly not product specific, he pointed out that all nonprofits may receive 10 donated licenses to use SalesForce through Sales Force Foundation
.
I then presented on how content management tools can be used to quickly add / edit / remove web content, and described types of CMS products (e.g. locally installed, hosted, open source vs. proprietary) available. I also outlined several variables to consider when selecting a CMS:
- Staff expertise
- Frequency of site update
- Approval levels needed
- Type of site content
- Budget
- Stability of vendor
- Integration with other systems
- Availability of support
I also discussed the issue of whether to integrate CMS and CRM tools. Integration provides the advantage of being able to easily send out segmented emails and web site content oriented towards specific groups of constituents. Joomla, an open source CMS products which was presented briefly by Pradeep Suthram of PicNet
, is especially strong in this area, PicNet’s Nonprofit Soapbox
, a hosted CMS tool based on Joomla, was also mentioned.
We ended our presentation with a recommendation of various resources:
Thanks to Tech Foundation
for sponsoring this conference and to Chris & Pradeep for sharing their expertise.