The Feeling of CRM

Feeling CRM Bernese Mountain Dog

What exactly is the feeling of CRM? Does it have a feeling, or is it just a communication industry buzz phrase? I’m certain that it does have a feeling, and an important one that can help measure how effective a CRM is. The way I experience it, the feeling of CRM comes from when I know an organization remembers me. Not just knows my name and email address, but actually recognizes me as a person beyond just simple data points. It’s a similar to the feeling I get when a server at my favorite restaurant knows I’ll like today’s special. I’m not just another three-top who need water and bread, I feel welcomed and appreciated. The feeling is amplified even more when it happens someplace unexpected. I want to share an example of the feeling of CRM, and how it relates to my dog Poe and me. That’s him above, and he’s pretty small.

Read More

Developing Skills in Your CRM Implementation

DevelopinDeveloping Skills for Change ManagementSo far, we have gone over a few important parts of a successful change management campaign: Communication Plans, Building Momentum, Reporting and Analytics, and Timely selection and Strategic Guard Rails. Today, we will cover the final step in your change management campaign: Developing Skills in your CRM Implementation.

Read More

CRM, a Change Campaign: Shine in the Light in Public!

CRM, a Change Campaign - part-2CRM implementation should be modeled like a fundraising campaign – a CRM deployment is not all boring techie geek stuff; it really an excuse to modernize and change your entire business. And like fundraising, a CRM campaign has phases: a silent phase, a public phase and “done but let’s talk about what’s next.”

Today’s topic is the public phase. First, you should create a communications plan bearing in mind that you can and will adjust as you go along. Be flexible. You want to get buy-in from your various stakeholders and end users at the onset and as you go along; if you need to change your communications, do it. You have to be part of the change management yourself.

Read More

Timely Selection and Strategic Guard Rails in Change Management

Timeline Selection and Strategic Guard Rails in Change Management

Congratulations! Your change management campaign is well underway. You’re in the process of executing your communication plan, your team is motivated, and you are not slacking on reporting. Now it is time to set time lines and set strategic guard rails.

Read More

Why CRM-Bookkeeping Integration is Harder Than You Think

CRM-Bookkeeping IntegrationIt always starts innocently enough: one of our clients smartly recognizes that their financial records are the most reliable data source for donors and constituents, and asks how to sync this to their CRM. This request happens almost on a weekly basis, from organizations of all sizes, using all manner of back office systems (QuickBooks, Peachtree, Great Plains and more). The motivation behind this request is typically to achieve these two clear benefits:

Read More
Page 5 of 28« First...34567...1020...Last »