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JISC CRM – Case Study Event, January 20, 2010

JISC CRM Case Study The Development Office. Brett Arnall. JISC CRM – Case Study Event, January 20, 2010. Development Office Background. Recruit former students to the Alumni Society (13,000 +) Engage with students, staff, governors & friends of YSJ

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JISC CRM – Case Study Event, January 20, 2010

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  1. JISC CRM Case Study The Development Office Brett Arnall JISC CRM – Case Study Event, January 20, 2010

  2. Development Office Background • Recruit former students to the Alumni Society (13,000 +) • Engage with students, staff, governors & friends of YSJ • Keep members informed and enthused about YSJ • Raise funds for our annual fund – SPARK • Raise funds for other approved YSJ projects • Encourage philanthropic giving JISC CRM – Case Study Event, January 20, 2010

  3. Before the CRM • Over reliance on Registry due to the SITS system • Time taken/difficulty in targeting specific demographics • Inability to store historical data/key contact information • Operating with a multitude of databases • Duplication of contacts, who informs who re updates • Not knowing what others were doing with key contacts • Uncoordinated requests to send information out JISC CRM – Case Study Event, January 20, 2010

  4. No pain – no gain! • 13,000 records to be cleansed! • 12 week project • Databases amalgamated to one • Inputted key demographic data • Started to create groups • Preparation for our key fundraising • campaigns (Telephone/postal asks) • Utilisation of volunteers JISC CRM – Case Study Event, January 20, 2010

  5. Case study 1 Telephone Campaign (Nov 09) • 511 calls were made (320 answers) • 17% pledged or contemplated giving • £3,000 was generated for SPARK • We promoted events & new book too • Benefits of the CRM • We stored all the responses • We updated 152 records for accuracy • We have a list of people to ask/not ask JISC CRM – Case Study Event, January 20, 2010

  6. Case study 2 • Postal campaigns 2009 • Annual alumni ask for donations (£8,000) • We also sent out alumni questionnaires • Responses - University wide benefits (207) • What jobs they currently do 171 • Volunteering at YSJ 46 • Further study/short courses 111 • Business links 23 • Student placement opportunities 71 • Old John’s Day 119 • Mentoring students 62 • Provide a profile 62 • Fundraising 22 JISC CRM – Case Study Event, January 20, 2010

  7. The University wide benefits • Targeting key contacts effectively • Reduction in costs for errors • Effective collaborations • More knowledge on key contacts • Improved service to user groups • The next stage: • Training (protocols) • Monthly e-bulletins • Alumination opportunities JISC CRM – Case Study Event, January 20, 2010

  8. Summary • Take the time to get the data right • You should see quick benefits • It is a long term project • A University wide effect where • working together will increase • internal efficiency & improve the • service and opportunities to our • key users/partners JISC CRM – Case Study Event, January 20, 2010

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