moving to a web based crm database or fundraising system
DESCRIPTION
A comparison of web based systems versus computer based systems.TRANSCRIPT
Moving to a Web-Based CRM Database or Fundraising System11NTCWebbased
Jeff GordyPresident of Z2 Systems
Learn the differences between web-based & computer or server based Fundraising & CRM systems
Learn about many of the ways a CRM or Fundraising system could help your organization
Learn how the CRM & Fundraising software market is broken down and discover some of the options available
Discover some great resources and methodologies for finding the right solution for your organization
Have your questions answered.
Why are we here today?
Jeff Gordy, President of Z2 Systems Z2 Systems NEON software was one of the first
few fundraising software companies that was “Cloud” based and has been building on our web platform since 2004
NEON is one of the largest Cloud based Platforms available, and is able to capture a limitless amount of information, data, and history of your donors, prospects and constituents
Who am I?
Please let us know Your Name Your Organization How you track your donors & people currently?
Who Are You?
CRM stand for “Customer” or “Constituent” Relationship Management
Both used to track people Fundraising Software enables you to track donors
activities & histories Donation Software might just track “Donations”,
and what you need to track are “Donors” Many times CRM or Fundraising software can also
help you track events, memberships, letters, emails, and more.
CRM SoftwareVersus Fundraising Software
Versus Donation Software
Web Based or SaaS SoftwareVersus
Computer or Server Based Software
Computer or Server Based
Software is installed and runs on your computer
This is what we are most familiar with
If it runs on a server it can be access from a network
Must have special software & security installed to access system from outside of the office
You manage all updates, backups, and computer / server issues.
SaaS or Web Based Ability to operate from an
internet browser Similar to banking software
you might use or Google Apps No software to be installed Data is located at provider’s
offices or better yet a data center.
Provider manages all updates, backups, and computer/server issues
Computer / Server based Software
Benefits
You do not need internet access to access your data
You have more control over updates & backups
Usually a lower one-time purchase price.
Issues
You need to manage your backups & if a computer or server crashes it is your responsibility to fix it
You can only access your data from the computer or server it is on.
Software can be easily outdated and you will need to update or upgrade the software yourself
Security
SaaS or Web Based Software
Benefits Work from anywhere you have
an internet connection Backups & updates are
handled automatically No need to maintain your own
server or database on your computer
Additional security is usually provided
Data can be updated from multiple locations all at once
You can work with Mac & Pc Computers in the same environment
Issues Internet Access is Required You probably will not have access
to the “source code”, but may have access to API or SOAP connections.
Make sure you can get the data you require out of the system, because the reports & exports have to meet your needs
Upgrades can happen without warning at times.
Make sure to check the uptime of the provider
Make sure to check the speed of the software online
Do you just need a donation page? Or do you need to track “Donors” and “Fundraising”?
What kind of reports & data do you need from the system? How much segmenting is important to you? Do you need to send out emails and track them? Do you need to send & manage letters? Do you want the system to automatically send emailed tax receipts? Would you like to be able to enter batches of donations by check? Do you need to manage Soft-Credits, Split Donations, or Matched
Pledges? Do you want your website to connect to your CRM or fundraising
system?
What do you need to do with your CRM or Fundraising System?
Do you manage events? Do you manage membership? Would you like to run surveys? Would you like to do “peer to peer” fundraising? Do you need to give access to other people in different locations? Would you like to share documents as staff or attach documents
to people in your database? Do you need to track volunteers? Do you need to see the relationships between people in your
database? Do you want to give your donors & constituents access to their
own records?
What do you need to do with your CRM or Fundraising System? (continued)
Many choices- trick is to find out what best matches your needs. Focus on your needs, not the flash.
Market falls into a few segments Fundraising software that is Web Based and can
connect into your existing website like Etapestry, DonorPerfect Online, or NEON
Fundraising software that is “open source” like CiviCRM CRM software that is web based but requires a
consultant to setup properly like Salesforce
The CRM & Fundraising Software Market
NEON Contact Record NEON Peer to Peer Fundraising NEON Reporting NEON Events NEON Web Pages
A Small Look at NEON
Create a Plan: What do you need? What do you have to spend? When do you need it by?
Create a “Must Have” & “Desired” List Create a realistic budget for what you have to spend
over the next five years Create a realistic goal date for when you would like to
be up an running by including selection & training Are customizations or consulting an option?
Finding the Right Solution part I
Figure out which vendors have the best match for what you are seeking and for what you can afford. Send the vendors a list of your requirements Ask for pricing based on your requirements Compare the vendors responses in the same
format Attend a demonstration of the 2 or 3 vendors
that best match what you need See if you can “test” the system yourself
Finding the Right Solution part II
Ask the vendors questions about any items you are unsure of. There are no “stupid” questions.
Ask the vendor for an implementation time schedule & plan.
Ask for references from other organizations using the system
If customizations are possible see what it would take for a “perfect” solution.
Compare capabilities & pricing and make your selection
Finding the Right Solution part III
NTEN Idealware TechSoup Google AdWords Program for Nonprofits AFP Conference
Good Resources for Nonprofits
Feel free to contact me: Jeff Gordy (888) 860 6366 ext. 105 [email protected]
10% off First Years “Monthly Fees” for organizations attending today
Sign up for a trial or demonstration at www.z2systems.com
Open for Questions
Session EvaluationEach entry via text or web is a chance to win
great NTEN prizes throughout the day!
Session Evaluations Powered By:
TEXTText 11NTCWebbased to
69866.
ONLINEUse 11NTCWebbased at http://nten.org/ntc/eval