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Introduction to CRM & CMS

Introduction to CRM & CMS. Constituent Relationship Management Use CRM to track and contact your campaign’s supporters. Content Management System Use a CMS to edit your Web site without a lot of tricky coding. What are these letters?. CRM: Relationship Management.

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Introduction to CRM & CMS

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  1. Introduction to CRM & CMS

  2. Constituent Relationship Management Use CRM to track and contact your campaign’s supporters. Content Management System Use a CMS to edit your Web site without a lot of tricky coding. What are these letters?

  3. CRM: Relationship Management • Single online place for supporter tools. • Send e-mail (bulk and targeted). • Fundraising & contribution processing. • Event planning, calendars, RSVPs. • Petition signature drives, list growth. • Letter writing to local reps & news outlets. • Track the sources of incoming supporters. • Sometimes includes a CMS (more later).

  4. CRM: Exactly Who and What Typical Tasks... • Adding members in bulk. • Setting up Web signup forms. • Pulling lists. • Producing fundraising reports. • Tracking list growth and sources. • Maintaining membership lists. • Grouping members as volunteer, constituencies, super-volunteers. • Working online presences into field plan.

  5. Look & Feel of CRM

  6. Screenshots of CRMs

  7. Stuff from your CRM… …suddenly appears on your Web site.

  8. Smells Like Content Management Some parts of a CRM system can be like a cms

  9. CMS: Content Management • Easy way of building new Web pages. • Only use basic HTML. • Keep page content separate from design. • Content is stored in a database. • Automatically build indexes of pages. • Non-technical staff can make updates. • Page templates run the show. • Almost kinda sorta like a blog.

  10. CMS: What and How Worth noting... • Tons of Open Source options. • Could be part of a CRM package. • Build your own. • Use blog software as your CMS. • It takes some time to get everything setup and looking pretty. • Be aware of your CMS before you design your site (or be ready to make compromises). • As you design pages, think of the worst possible scenarios that can come from database-supplied content (long titles, character sets, etc.). • Learn some CSS. • The best sites mix database driven content with good old hand-coding.

  11. CRM & CMS: Pros • Complicated programming done by someone else. • Proven software (cough, cough). • Quickly handle reporting requests. • Security. • All functinality and data are in one place. PERFECT!

  12. PERFECT! CRM & CMS: Cons • Can be expensive. • Usually requires a few days startup time. • Can be tricky to merge some tools with design of your existing Web site. • Could be difficult to combine CRM database with existing campaign database. • All functionality and data are in one place.

  13. CRM & CMS Your questions Our amusing stories

  14. CRM & CMS By: Aaron Myers & Judith Freeman

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