There is a myth that we sometimes here in networking groups and conversations. The myth is that a CRM is for salespeople only. This is only a myth. Why? The CRM is for salespeople, but it also for banks, health services, government services, and nonprofits. It is for any organization, big or small, that collects information and uses that information to provide better services.
With CRM, you have the opportunity to unlock vital information no matter which industry you are in. If you have a CRM or are considering a CRM, but you are not sure if it is the right fit for your organization and your industry, let’s look at a couple of ways a CRM can be used beyond sales. We will be using the nonprofit industry primarily for example.
Use Your CRM for Personalization
We know that every person is different. Each person has its own behavioral patterns from communication to giving to buying. As you engage with each person, you can record information in your CRM so you can understand their behavioral patterns. For instance, if you are a nonprofit, you can record how often each donor likes to give and what issues are most important to that donor. This makes your donor feel like they have a relationship with you because you understand them rather than just going after their money.
Customize Your CRM to Gather Information Relevant to Your Organization
Out of the box, many CRMs gather contact and account information. They typically do not gather donor history, event participation, and online engagement. You can customize our CRM to gather vital information that is necessary for your organization to grow. Here is a list of ideas for consideration when customizing the data that you collect.
- Giving history
- Preferred communication
- Volunteer history
- Hobbies and other interests
- Relationships from family to professional
- Life history
For nonprofits, customizing your data entry and gathering the data is a great way to identify leaders, mentors, and future board members. As you identify these members, you can nurture and groom them to carry on your nonprofit’s legacy.
Manage the Different Channels of Revenue
Many good CRMs have the ability to integrate with e-commerce so that you can track who buys or donates online. Although the CRM does not process the money, it uses code to pass relevant donor information from your website form to your CRM. When you integrate your CRM with your e-commerce, your donor is recognized and you are able to see more clearly who is giving or purchasing from your online store. Your CRM can also track which channel they use. Are donors giving online, by mail, or from events they attend? As a nonprofit, you can see who is and is not giving? If they are not giving, it could be that they have fallen on tough financial times or it could be that you are reaching out to them through the wrong channel. Either way, your personalized data, as long as it is up to date, can help you know how to move forward with the individual.
No matter which industry you are a part of, CRMs can be customized to your organization and your industry. At CCC, we do not just implement our CCC CRM which is powered by X2CRM, we learn about your business goals, and then we customize the CRM implementation with those goals in mind. This way, you can track your progress and unlock vital information for organizational growth. We have helped nonprofits, insurance agents, public relations firms, government contractors, and construction companies, to name a few. How can we help you? Contact us at email@example.com or 301-332-0613.
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- On June 9, 2020