Lec 37 consumer behavior ppt consumer behavior ppt

consumer behavior ppt

1. Consumer Behavior Lecture 37

2. What is a not-for-profit organization?

3. For-profit vs. not-for-profit

4. CRM for Non Profits

5. CRM Benefits for Non Profits Centralize information Segment contact types Know your audience Increased Donor Retention

6. CRM Benefits for Non Profits ( Cont …) More Capacity from Your Employees Faster Time to Generosity from Potential Donors Easier Reporting

7. CRM Benefits for donors Improved Communications Increased Transparency More Time to Do More Good

8. CRM features Ability to Cultivate Donor Relationships Donor Management Features Email Integrations Automation Features

9. CRM features ( Cont …) Integration With Your Accounting Software Accessible Mobile Interface Customization Options

10. Requirements Do you need your solution to be cloud-based or on-premises? Will you need to access the system from remote desktops or mobile devices? How many users will there be? Will this change over time? Can you use an out-of-the-box solution specific to the non-profit sector, or need to build something completely bespoke for your needs?

11. Requirements ( Cont …) If the system isn’t built from scratch for your organisation , how configurable will the system be, and is there be the ability to create new functionality when required? Will the system be able to incorporate the data fields you need, and have them interact how you need them to? Can the system integrate with other software your charity uses, such as finance and email?

12. Requirements ( Cont …) Will the system be able to incorporate the data sets you want to analyse ? Are there features for things such as batch data entry and data export? Does the system have the features we need for segmenting, scheduling and automating communications?

13. Choosing the right fit Requirements and priorities Internal users Existing tools Budget

14. Vendor choice Look for vendors with charity sector experience Research the market and speak to as many other similar organisations as possible – any good vendor will be able to put you in touch with their customers, who will be able to vouch for their track record Put together an ROI (return on investment) proposal with help from the vendor Ask vendors about the training and ongoing support they offer, establish what the appropriate level of support would be, and check whether this is part of the cost

15. Vendor choice Ensure the vendor helps you identify the lifetime costs of the product, including any maintenance, upgrades or functionality you might want to add laters Your CRM system is a long-term investment: check that there will be regular updates from the vendor and that the software will be continued over time Ask for an implementation timeline or roadmap and ensure it fits with your schedule Ask for a demo or trial run, and find out what user testing the vendor undertakes

16. Summary

17. We’ll proceed further in the next lecture…