Nonprofit Technology Communications Landscape. Charities Technology Conference Columbia Law School - March 24, 2011

Transcription

1 Nonprofit Technology Communications Landscape Charities Technology Conference Columbia Law School - March 24, 2011

2 Agenda Communications Infrastructure Campaigning Tools

3 Communications Infrastructure CRM database Website, Blog Rich Media Social Media

4 CRM database CRM stands for Constituent Relationship Management Change that to Community, Contact, or Client! Don t be confused by CRM & CMS: CMS stands for Content Management System Architecture and content for your website Can work together or be stand alone Not mutually exclusive Some CMS tools include basic CRM functionality

5 What s in a CRM? Basic Data Basic contact info Track activities (calls, events) Track donations Tracking Volunteers Actions blasts Automated donations Event management and registration

6 Kinds of CRM Desktop & Client/Server CRM Download and install on network and/or desktops Web Server-based CRM Download and install on your intranet web server, or on your public-facing web server Work through a web browser Software as a Service No download or installation all hosted on companies site Work through a web browser

7 Categories of CRM by license Proprietary Open Source In Spirit (built on proprietary platforms) Open Source CRM built on proprietary OS/Database Open Source CRMs built to run entirely on Open Source platforms Software as a Service (not obtaining software, obtaining services)

8 Examples: Proprietary etapestry Blackbaud Raiser s Edge Donor Perfect Fundware Sage

9 Examples: SaaS Democracy In Action Convio Kintera Salesforce etapestry Both Salesforce and etapestry are free for some users: Salesforce 10 free licenses ETapestry free for 500 or fewer contacts

10 Examples: Open Source In Spirit METRIX (built with MS Access) EBase (built with FileMaker Pro)

11 Examples: Open Source Depends on proprietary OS and/or Database mpower open (built on.net and depends on MS SQL server) Organizer s database (Windows and Visual Basic) Compiere (requires proprietary databases)

12 Examples: Open Source Can be run completely using open source OS/tools Linux, Apache, MySQL, PHP (LAMP stack): CiviCRM SugarCRM Any OS, Apache Tomcat, Java: OpenCRX vtiger

13 Communications Infrastructure CRM database Website, Blog Rich Media Social Media

14 CMS & platform options Drupal Joomla Plone Wordpress Many proprietary options

15 Essential elements Navigation: Pages and subpages Images, video embeds Blog Customizable features Clean, simple design

16 Content options Website & blog together Website & blog separate, mapped URL Website & blog separate, linked Only a website or a blog Social web presence only

17 CRM and CMS Resources and research: 2009 Data Ecosystem report: CMS Satisfaction report: CRM Satisfaction report:

18 Communications Infrastructure CRM database Website, Blog Rich Media Social Media

19 Day-to-day staff lists & signups marketing/messaging

20 Day-to-Day Usually managed in-house or with website hosting Personal lists and address books Organizations vary with respect to: Mobile access Remote access Personal use

21 lists Privacy statement & disclaimer Information about the content

22 Communications Infrastructure CRM database Website, Blog Rich Media Social Media

23 Rich Media Photo Audio Video

24 Rich Media Organizational events Board meetings Community events Generated by partners, constituents Generated by public, community Archived, reused, published

25 Rich Media hosting Photo - Flickr, picasa Audio Libsyn, CinchCast Video - YouTube, vimeo Self hosted, part of website hosting

26 Rich Media sharing Waivers Tags Reporting vs marketing

27 Communications Infrastructure CRM database Website, Blog Rich Media Social Media

28 Social Media Social Networking Microblogging Photo & Video sharing Citizen journalism & hyper-local networks

29 Social Networking Facebook = More than 500 million active users; 50% of active users/day MySpace = 34 million users Orkut = main network in Brazil, 2 nd in India Hi5 = major network in Spanishspeaking countries LinkedIn = 100 million users, 61% male

30 Microblogging Twitter = over 200 million users 140 million = average number of Tweets people sent per day, in the last month. 460,000 = average number of new accounts per day over the last month. Identica, Yammer

31 Photo & Video sharing YouTube 490 million unique users every month; ~150m visit every day and the average visit lasts 25 minutes. Flickr 51 million registered users; new photos being uploaded per minute

32 Citizen journalism & hyper-local

33 Using social media Organizational policy Content strategy Online identity Privacy and terms of use statements

34 People behind the tools CRM database = IT Website, Blog = Communications = Communications & IT Rich Media = Marketing Social Media = Communications

35 Campaigning Tools Clients Petitions Surveys

36 Clients Constant Contact Democracy in Actions Salsa now by Network for Good Highroad VerticalResponse

37 options Free vs paid (# of contacts, # of messages) Integration with CRM or CMS Tracking and metrics Design templates and customization

38 Campaigning Tools Clients Petitions Surveys

39 Petition tools Act.ly Care2 (The Petition Site) Change.org Petition Online Petition Spot

40 Petition options Portability Registration required User data Real time Cost

41 Campaigning Tools Clients Petitions Surveys

42 Survey tools Google forms PollDaddy SurveyGizmo SurveyMonkey Zoomerang

43 Survey options Portability Integration with CRM/CMS User data Analysis and metrics Reporting and publishing Cost

44 Campaigning Resources and research: 2011 enonprofit Benchmarks Study: enonprofit-benchmarks-study 2011 Nonprofit Social Network Benchmark Report: nonprofit-social-network-benchmark-report

45 Thanks Amy Sample Ward Membership Director, More resources available at: