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Introduction to CRM & CMS. 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. What are these letters?. CRM: Relationship Management.

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Presentation Transcript
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.

What are these letters?
crm relationship management
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).
crm exactly who and what
CRM: Exactly Who and What

Typical Tasks...

  • 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.
slide8

Stuff from your CRM…

…suddenly appears on your Web site.

smells like content management
Smells Like Content Management

Some parts of a CRM system can be like a cms

cms content management
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.
cms what and how
CMS: What and How

Worth noting...

  • Tons of Open Source options.
  • Could be part of a CRM package.
  • Build your own.
  • Use blog software as your CMS.
  • 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.
crm cms pros
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!

crm cms cons

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.
crm cms

CRM & CMS

Your questions

Our amusing stories

crm cms1

CRM & CMS

By: Aaron Myers & Judith Freeman