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Pick a CRM donation management software systems for the F2F campaign 2020
Open, Needs TriagePublic

Description

Before the campaign is initiated we need to have some sort of Donation management software systems (CRM) in place. In 2020 we can organize it in a more ad-hoc type of style as we will learn what are needs will be based on this. As such we believe that more manual work will be acceptable this first year. Based on the findings we will then pick a more automatized and connected system in 2021.

Needs assessment

  • Input of personal data: personal details, campaign code
  • Different roles: donor/member/supporter/organisation/company/recruiter
  • Data outout: for analysis, address lists, other information
  • Segmentation of groups
  • GDPR-ready
  • Landnings site/form from Scrive connected to CRM

Nice to have

  • Statistics for performance management
  • Possibility to send out dm, newsletters directly from the system

Event Timeline

Jenny_Brandt_WMSE renamed this task from CRM donation management software systems (send to WMF) to CRM donation management software systems (send to WMF) F2F.Jul 7 2020, 9:23 AM
Jenny_Brandt_WMSE updated the task description. (Show Details)

Discussion with fortnox to add their CRM to our account.
30 day free trial - with a free training the 14/8.
After 30 days, cost 199 ;-

Jopparn updated the task description. (Show Details)Aug 29 2020, 5:48 PM
Jopparn renamed this task from CRM donation management software systems (send to WMF) F2F to Pick a CRM donation management software systems for the F2F campaign.Aug 29 2020, 5:55 PM
Jopparn renamed this task from Pick a CRM donation management software systems for the F2F campaign to Pick a CRM donation management software systems for the F2F campaign 2020.