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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 membership@ncvo.org.uk

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