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Pick a CRM donation management software system for the F2F campaign 2023
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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 our 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

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Event Timeline

Because of VAB the meeting was reschedueled

Jenny_Brandt_WMSE renamed this task from Pick a CRM donation management software systems for the F2F campaign 2021 to Pick and implement a CRM donation management software systems for the F2F campaign 2022.Mar 8 2022, 12:28 PM
Jenny_Brandt_WMSE set Due Date to May 12 2022, 10:00 PM.
Jenny_Brandt_WMSE updated the task description. (Show Details)

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.

Jopparn renamed this task from Pick and implement a CRM donation management software systems for the F2F campaign 2022 to Pick a CRM donation management software systems for the F2F campaign 2022.Mar 9 2022, 10:25 PM

Checklist CRM - subtasks will be created

  • 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 renamed this task from Pick a CRM donation management software systems for the F2F campaign 2022 to Pick a CRM donation management software system for the F2F campaign 2022.May 26 2022, 11:28 AM

@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!

Checklist CRM - subtasks will be created

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

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!

Jopparn renamed this task from Pick a CRM donation management software system for the F2F campaign 2022 to Pick a CRM donation management software system for the F2F campaign 2023.May 9 2023, 9:16 AM
Jopparn updated the task description. (Show Details)