Because of VAB the meeting was reschedueled

This should be split into two tasks.

This one is about picking what CRM software to use.

Then a separate subtask to T275368 should be created for the implementation part.

Checklist CRM - subtasks will be created

• Set up a list with all the suppliers that have been contacted - with structured notes to be able to compare (questions have been asked using the[[ https://docs.google.com/spreadsheets/d/1UZ954dgTFaAznfW5CCfQf7953IeIHQaI02cOyoHnXkA/edit#gid=1374347247 | CRM Needs Assessment WMSE ]])

• E-mail Chapters to see what system they use
• Contact UNICEF and thank them for answering

Salesforce trial period

• Start the trial period (30 days)
• After starting the trial we can Apply to become part of their program "Power of us" which gives non profits free usage of Salesforce (10 users)
• questions have been sent to our contact at Salesforce to get some further information on terms for the trial period (see above link to document)

• Contact implementations partner (Axenon and Xceed)
  • Costs
  • Access to programming to be able to program/make easier changes our selves after the implementations are made
• Supportoption - to they offer this and what is the cost vs. time

Switzerland Salesforce

• E-mail with questions about if we can get a hold of the programming - what the cost would be (if they are allowed to share)
• Did they use a implementations partner
• Support from salesforce or implementationpartner

More

• Get back to Iraiser - look at their solution that is a bit different

@Jopparn: Hi, the Due Date set for this open task passed a while ago.
Could you please either update or reset the Due Date (by clicking Edit Task), or set the status of this task to resolved in case this task is done? Thanks!

No reply; resetting Due Date.

In T281683#7920254, @Jenny_Brandt_WMSE wrote:

Checklist CRM - subtasks will be created

@Jenny_Brandt_WMSE Please create any missing subtasks as soon as possible.

• Create an [[ https://docs.google.com/document/d/1BqAvYq8CSeofck5ioPQ0ws-K-9-pubzCueC-DAPZD2M/edit | e-mail t ]]o send out to chapters and send to André for Proofreading https://phabricator.wikimedia.org/T316014
• Compile [[ https://docs.google.com/document/d/1afopEw0ON3QUVlnIMp3u7gD_cnSA0ZTvgNB4hsZUWcU/edit | document ]]with notes from meetings with different CRM suppliers and how the different suppliers meet our need assesments.
• Meeting with application partner from WMCH
• Look at notes from meeting with WMCH before meeting with their implementation partner
• What tasks will be change/disappear when we have a CRM in place (send to André). Document can be found here

Notes from meetings with different CRM-suppliers

We are awaiting answers from CRM chapters. A reminder will be sent out.

@Jenny_Brandt_WMSE: Hi, the Due Date set for this open task passed a while ago.
Could you please either update or reset the Due Date (by clicking Edit Task), or set the status of this task to resolved in case this task is done? Thanks!

Picking a new CMR system was deemed not necessary as we were collecting members.
But the process of finding a new CRM is ongoing.

Perhaps this task should be the future parent task.

The implementation step is being tracked in T368885: ☂ Implementation of new CRM. Some subtasks might be moved to here.