Most people associate Customer Relationship Management (CRM) with Companies rather than Charities, not-for-profit’s (NFP) and social enterprises. The challenges now facing the Third Sector has made organisations take a more business-like approach to managing relationships with their stakeholders.
Third Sector organisations are now looking to CRM best practice so they can:
•Improve internal communications so all staff can make quicker and better decisions
•Improve external communications to engage and retain sponsors, donors and volunteers
•Better understand who donates, how much they donate, when they donate and why they donate
•Work more efficiently by automating repetitive tasks and procedures
How to identify that you might have a problem
•You have lots of different spreadsheets and databases to manage your data.
•Individual people working in ‘silos’ have their own data.
•You can’t easily identify and target messages for donors, sponsors and volunteers through multiple channels.
•You find it difficult to identify where funding comes from, why people donate and how it breaks down
•You need to increase funds.
Who should attend this workshop?
•Directors and managers in Third Sector organisations in Sheffield City Region.
•Organisations who have 5 or more staff, 40 or more volunteers, donors and sponsors.
•Organisations who wish to increase revenue or release more revenue for service delivery.
• 10:00 - 10:15 Registration and introductions
• 10:15 – 10:35 What is CRM and why is it relevant to Charities?
• 10:35 – 10:55 How CRM can help you grow
• 10:55 – 11:05 Questions and Coffee
• 11:05 – 11:15 CRM Demo
• 11:15 – 11:35 Case study
• 11:35 – 12:00 Questions and Coffee