Introduction to CRM & CMS. What are these letters? Constituent Relationship Management Use CRM to...
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Transcript of Introduction to CRM & CMS. What are these letters? Constituent Relationship Management Use CRM to...
![Page 1: Introduction to CRM & CMS. What are these letters? Constituent Relationship Management Use CRM to track and contact your campaign’s supporters. Content.](https://reader035.fdocuments.in/reader035/viewer/2022070323/56649dc95503460f94ac02e7/html5/thumbnails/1.jpg)
Introduction to CRM & CMS
![Page 2: Introduction to CRM & CMS. What are these letters? Constituent Relationship Management Use CRM to track and contact your campaign’s supporters. Content.](https://reader035.fdocuments.in/reader035/viewer/2022070323/56649dc95503460f94ac02e7/html5/thumbnails/2.jpg)
What are these letters?
• 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.
![Page 3: Introduction to CRM & CMS. What are these letters? Constituent Relationship Management Use CRM to track and contact your campaign’s supporters. Content.](https://reader035.fdocuments.in/reader035/viewer/2022070323/56649dc95503460f94ac02e7/html5/thumbnails/3.jpg)
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).
![Page 4: Introduction to CRM & CMS. What are these letters? Constituent Relationship Management Use CRM to track and contact your campaign’s supporters. Content.](https://reader035.fdocuments.in/reader035/viewer/2022070323/56649dc95503460f94ac02e7/html5/thumbnails/4.jpg)
CRM: Exactly Who and What
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.
Typical Tasks...
![Page 5: Introduction to CRM & CMS. What are these letters? Constituent Relationship Management Use CRM to track and contact your campaign’s supporters. Content.](https://reader035.fdocuments.in/reader035/viewer/2022070323/56649dc95503460f94ac02e7/html5/thumbnails/5.jpg)
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Look & Feel of CRM
![Page 6: Introduction to CRM & CMS. What are these letters? Constituent Relationship Management Use CRM to track and contact your campaign’s supporters. Content.](https://reader035.fdocuments.in/reader035/viewer/2022070323/56649dc95503460f94ac02e7/html5/thumbnails/6.jpg)
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Screenshots of CRMs
![Page 7: Introduction to CRM & CMS. What are these letters? Constituent Relationship Management Use CRM to track and contact your campaign’s supporters. Content.](https://reader035.fdocuments.in/reader035/viewer/2022070323/56649dc95503460f94ac02e7/html5/thumbnails/7.jpg)
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![Page 8: Introduction to CRM & CMS. What are these letters? Constituent Relationship Management Use CRM to track and contact your campaign’s supporters. Content.](https://reader035.fdocuments.in/reader035/viewer/2022070323/56649dc95503460f94ac02e7/html5/thumbnails/8.jpg)
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Stuff from your CRM… …suddenly
appears on your Web site.
![Page 9: Introduction to CRM & CMS. What are these letters? Constituent Relationship Management Use CRM to track and contact your campaign’s supporters. Content.](https://reader035.fdocuments.in/reader035/viewer/2022070323/56649dc95503460f94ac02e7/html5/thumbnails/9.jpg)
Smells Like Content Management
Some parts of a CRM system can be like a cms
![Page 10: Introduction to CRM & CMS. What are these letters? Constituent Relationship Management Use CRM to track and contact your campaign’s supporters. Content.](https://reader035.fdocuments.in/reader035/viewer/2022070323/56649dc95503460f94ac02e7/html5/thumbnails/10.jpg)
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.
![Page 11: Introduction to CRM & CMS. What are these letters? Constituent Relationship Management Use CRM to track and contact your campaign’s supporters. Content.](https://reader035.fdocuments.in/reader035/viewer/2022070323/56649dc95503460f94ac02e7/html5/thumbnails/11.jpg)
CMS: What and How
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.
Worth noting... • Tons of Open Source options.
• Could be part of a CRM package.
• Build your own.
• Use blog software as your CMS.
![Page 12: Introduction to CRM & CMS. What are these letters? Constituent Relationship Management Use CRM to track and contact your campaign’s supporters. Content.](https://reader035.fdocuments.in/reader035/viewer/2022070323/56649dc95503460f94ac02e7/html5/thumbnails/12.jpg)
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!
![Page 13: Introduction to CRM & CMS. What are these letters? Constituent Relationship Management Use CRM to track and contact your campaign’s supporters. Content.](https://reader035.fdocuments.in/reader035/viewer/2022070323/56649dc95503460f94ac02e7/html5/thumbnails/13.jpg)
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.
![Page 14: Introduction to CRM & CMS. What are these letters? Constituent Relationship Management Use CRM to track and contact your campaign’s supporters. Content.](https://reader035.fdocuments.in/reader035/viewer/2022070323/56649dc95503460f94ac02e7/html5/thumbnails/14.jpg)
CRM & CMS
•Your questions•Our amusing stories
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CRM & CMS
By: Aaron Myers & Judith Freeman