9 tips for a successful crm project, megan griffith gray, ncvo
TRANSCRIPT
Prepare for upcoming charity regulations with
Microsoft solutions
Thursday 11th May 2017
9 TIPS FOR A SUCCESSFUL CRM PROJECT
MEGAN GRIFFITH GRAYHEAD OF PLANNING, DIGITAL AND COMMUNICATIONSNCVO
NCVO
We champion the voluntary sector by connecting, representing and supporting voluntary organisations.
We work to help voluntary organisations and volunteers make the biggest difference they can.
www.ncvo.org.uk
OUR CRM PROJECT – WHY?
• Better relationships
• #silobusting
• Better decision making
• To be able to achieve more
9 TIPS FOR A SUCCESSFUL CRMPROJECT
PART ONE: THE PROJECT
1. THINK ABOUT IT AS A CHANGE PROJECT, NOT A
TECH PROJECT
Photo by mtarvainen / CC BY-ND 2.0
2. GET AS MUCH STAFF TIME ONTO THE PROJECT AS POSSIBLE
(FIGHT REALLY HARD FOR IT)
Photo by tpsdave / CC0 1.0
3. CONSIDER CAREFULLY HOW YOU WANT TO APPROACH
PROJECT MANAGEMENT (THINK ABOUT AGILE APPROACHES)
Photo by crises_crs / CC BY-NC 2.0
4. START TALKING ABOUT YOUR PROCESSES BEFORE THE
PROJECT STARTS FOR REAL
Photo by Joseph Novak / CC BY 2.0
5. CHOOSE THE RIGHT TECHNOLOGY
?
9 TIPS FOR A SUCCESSFUL CRMPROJECT
PART TWO: AFTER…
6. BE CAREFUL ABOUT CUTTING RESOURCE WHEN THE
PROJECT ‘ENDS’ (IT NEVER ENDS)
Photo by Steve Schnabel /CC BY-NC-ND 2.0
7. KEEP A FOCUS ON USAGE AND CULTURE
Photo by Toffelginkgo / CC BY-SA 3.0
8. MAINTAIN YOUR ROADMAP
Photo by Moyan Brenn / CC BY 2.0
9. BE KIND TO YOURSELF
NCVO champions the voluntary sector and volunteer movement to create a better society.
We connect, represent and support over 12,500 voluntary sector member organisations, from the smallest community groups to the largest charities.
This helps our members and their millions of volunteers make the biggest difference to the causes they believe in.
• Search for NCVO membership
• Visit www.ncvo.org.uk/join
• Email [email protected]
16