Dreaming the CRM Dream
My dream is for CRM for nonprofits to shift paradigms so that it unleashes powerful data synergies. I also have a big ol’ bag of over-used, worn-out clichés that I’ve quite clearly tapped this morning. I’ll just put away that bag and start over…
I’m pretty inspired by the CRM opportunities in front of us in the nonprofit sector. Right now, most of us have lots of systems, lots of silos. Data is scattered, we each have to learn and use multiple systems, and any one process (e.g., sending a mass email, creating a report) is done different ways in those different systems. That’s a lot to manage, and it keeps us from our primary goal – delivering more of our nonprofit’s mission. But hope is here! And help is on the way.
Changes in technology over the past few years now means that we can now genuinely and productively move towards a CRM environment that brings data together, unifies and streamlines business practices, and lets us access all of this more efficiently and productively. What’s the upshot? Treating our constituents better, with better and more far-reaching results.
In my CRM dream…
- You can treat each constituent as a “complete person”. When you look up their information, you can see all the ways they connect to and engage with your organization. You can more quickly have a deeper and richer relationship with them.
- You only have to learn one system to get the information you need, or to record what’s important. No more duplicate entry! No juggling usernames passwords! No more sticky notes saying “In System A store this info here, in System B store this info there”. CRM should be a tool, not a burden and a barrier.
- Whatever you’re trying to do, there’s just one way to do it. And it works! Why learn 3 ways to build lists and 4 ways to send emails and 2 ways to send mailings? Not in my dream!
So, is this a dream you can buy into? What would you add? Come on, you’ve got CRM dreams, you know it. Finally, someone’s asking you to share… (in the Comments, below!)