tag:blogger.com,1999:blog-35863816.comments2024-03-14T12:20:07.845+00:00Databases For CharitiesIvan Wainewrighthttp://www.blogger.com/profile/12680581084263166735noreply@blogger.comBlogger111125tag:blogger.com,1999:blog-35863816.post-47603835405140873742017-06-09T13:33:23.850+01:002017-06-09T13:33:23.850+01:00Thanks for the shout out for Consentric Permission...Thanks for the shout out for Consentric Permissions. Much appreciated.<br /><br />If you would like to have a demo of it, and our new Donor Index, machine learning service get in touch!<br /><br />Call Emma Corbett on 01225 636 280 or email ecorbett@consentric.ioAnonymoushttps://www.blogger.com/profile/11021325546093546461noreply@blogger.comtag:blogger.com,1999:blog-35863816.post-8434429182406851662017-04-01T12:19:50.041+01:002017-04-01T12:19:50.041+01:00I am pleased that I found your post while searchin...I am pleased that I found your post while searching for the CRM alternative posts.Anonymoushttps://www.blogger.com/profile/16858024421203926490noreply@blogger.comtag:blogger.com,1999:blog-35863816.post-61350407199244755992017-04-01T12:15:17.595+01:002017-04-01T12:15:17.595+01:00Absolutely great work.Absolutely great work.Anonymoushttps://www.blogger.com/profile/16858024421203926490noreply@blogger.comtag:blogger.com,1999:blog-35863816.post-16239615487204332522017-03-31T21:51:47.068+01:002017-03-31T21:51:47.068+01:00A great read.A great read.Anonymoushttps://www.blogger.com/profile/14022545586900762962noreply@blogger.comtag:blogger.com,1999:blog-35863816.post-47702692815166795612017-03-31T14:56:17.573+01:002017-03-31T14:56:17.573+01:00Yeah, I read your book, thanks a lot. You know, bo...Yeah, I read your book, thanks a lot. You know, bowadays there a lot of crm system and honestly say it is not so easy to find really stable and reliable. After an hour of searching I stopped at this one <a href="https://www.bitrix24.com/uses/best-free-crm.php" rel="nofollow">https://www.bitrix24.com/uses/best-free-crm.php</a>. I am sure that it works great.Anonymoushttps://www.blogger.com/profile/02866872130568653974noreply@blogger.comtag:blogger.com,1999:blog-35863816.post-7981183312645436192017-02-03T12:01:37.712+00:002017-02-03T12:01:37.712+00:00Hey Ivan,
I work for a CRM company based in Readi...Hey Ivan,<br /><br />I work for a CRM company based in Reading, UK. We also work with a number of charities. A couple of our recent charity case studies include:<br /><br />COELIAC UK - https://workbooks.com/sites/default/files/2016-07/Coeliac_Case_Study_FINAL.pdf<br /><br />Index on censorship - https://workbooks.com/sites/default/files/2016-07/Index_on_Censorship_Success_Story%20%281%29.pdf<br /><br />Many thanks,<br /><br />SamAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-35863816.post-15243817849027097972017-01-22T20:24:48.796+00:002017-01-22T20:24:48.796+00:00good one.good one.Somans Sohanihttps://www.blogger.com/profile/00872261335575308926noreply@blogger.comtag:blogger.com,1999:blog-35863816.post-60243229557157595432017-01-09T22:27:19.164+00:002017-01-09T22:27:19.164+00:00It doesnt matter how perfect your processes are, h...It doesnt matter how perfect your processes are, how diligent your 'people' follow them, if your objectives are not congruent with your client's business plan, you will fail.Tony Fendthttps://www.blogger.com/profile/03344783626417130665noreply@blogger.comtag:blogger.com,1999:blog-35863816.post-28723245301562729242017-01-07T02:44:24.503+00:002017-01-07T02:44:24.503+00:00Great set of cartoons and messages. I first encou...Great set of cartoons and messages. I first encountered the 3rd one when I started my IT career in Andersen's consulting practice, and I still use a version of it when I teach a class in business MIS. Unknownhttps://www.blogger.com/profile/14794678442908382724noreply@blogger.comtag:blogger.com,1999:blog-35863816.post-12545297056401288982016-12-12T12:40:27.118+00:002016-12-12T12:40:27.118+00:00Yep, sounds like my job!Yep, sounds like my job!Anonymoushttps://www.blogger.com/profile/15779381198090792153noreply@blogger.comtag:blogger.com,1999:blog-35863816.post-30826176027376678132016-03-01T17:30:24.941+00:002016-03-01T17:30:24.941+00:00I know this is an old post, but we are looking int...I know this is an old post, but we are looking into investing in NXT. This post has been very informative and helpful. Thanks so much for sharing your experience.Bonnyhttps://www.blogger.com/profile/16734374258924679475noreply@blogger.comtag:blogger.com,1999:blog-35863816.post-89504939934048592142015-11-17T15:40:36.350+00:002015-11-17T15:40:36.350+00:00Hi Nick,
First off, let me prelude this by saying...Hi Nick,<br /><br />First off, let me prelude this by saying that my answer here is very generic and any situation does of course come down to so many factors, from functionality to skill-sets, existing systems, budget, people, requirements now and in the future, priorities, record volumes etc etc.<br /><br />NXT is first and foremost a fundraising/alumni and "relationship management" system. It is not promoted (to my knowledge) as a "CRM" system a la Salesforce, Dynamics, SugarCRM etc. [Blackbaud CRM is somewhat more akin to that, but still primarily NFP/Higher-Ed oriented]. So if your primary requirement was a fundraising system with some ability to record some information about some other types of contacts, then NXT might be worth looking at. I.e. You could record, say, the names and addresses of local residents, maintenance suppliers etc in NXT (as you could in any similar database) but as soon as you want to record and manage more specialist information on, say, noise control complaints, maintenance contracts/SLAs etc then that's not what it is intended for. Whereas, of course, you can use the CRM systems such as those mentioned above for such functionality.<br /><br />You could therefore use/buy a CRM system and develop the fundraising functionality you require on that, but be aware that can of course take a lot of work depending on exactly what you want. If you are more about major gifts and corporate fundraising then that's more viable as a starter but as soon as you get into regular giving, tax efficient giving (depending how that works in NZ?), pledge management, event management, income processing and so on and so on, then it will take longer and longer. <br /><br />Or (and forgive me if this is obvious) you could buy NXT for your fundraising needs and integrate it with a separate CRM system - but, again, takes time, effort, skill-sets etc and depends on your benefits, costs, priorities etc.<br /><br />There are also some third-party suppliers who are starting to create Fundraising/NFP "templates" for some of the leading CRM systems and they might also be worth looking at. <br /><br />HTH,<br /><br />Ivan<br />Ivan Wainewrighthttps://www.blogger.com/profile/12680581084263166735noreply@blogger.comtag:blogger.com,1999:blog-35863816.post-8135921345298456842015-11-15T23:48:50.669+00:002015-11-15T23:48:50.669+00:00Thanks for this link and the articles on Raiser...Thanks for this link and the articles on Raiser's Edge. I'm working at a (mainly) state-funded University in NZ looking to extend additional fundraising activities into a full CRM system. There are two camps internally. First, the camp that says that Raiser's Edge NXT will be huge and can do the job of a CRM (indeed Blackbaud are marketing it as such) The second view is that we need a proper CRM to do a proper job of managing the changing relationships with people from local resident noise control through to maintenance contracts, alumni contact... and ultimately it will be able to manage fundraising. What are your thoughts?Nick Edwardshttps://www.blogger.com/profile/18042560905337691401noreply@blogger.comtag:blogger.com,1999:blog-35863816.post-15502814590838112322015-10-06T08:44:02.545+01:002015-10-06T08:44:02.545+01:00Amazing! That's very useful for the Charity Or...Amazing! That's very useful for the <a href="http://nowfoundation.org.uk/" rel="nofollow">Charity Organization</a>.Now Foundationhttps://www.blogger.com/profile/14693721461034671221noreply@blogger.comtag:blogger.com,1999:blog-35863816.post-31081132609179811202015-02-03T22:12:36.988+00:002015-02-03T22:12:36.988+00:00Thanks for the comments, Steve. I agree that we as...Thanks for the comments, Steve. I agree that we as consultants can help with implementations, but (as I think you say too), post-live, mid-long term, the charities themselves need to adopt the new mindsets required. One of the issues there is that it is quite hard to plan ahead so that once you go live with a new CRM system then you have the new, necessary skills in place - that can be quite a challenge for some organisations to consider. Not always easy to know what you need until you get there!Ivan Wainewrighthttps://www.blogger.com/profile/12680581084263166735noreply@blogger.comtag:blogger.com,1999:blog-35863816.post-83749876830372491892015-02-03T13:55:18.904+00:002015-02-03T13:55:18.904+00:00Ivan,
This is a good observation. I am punching t...Ivan,<br /><br />This is a good observation. I am punching the air in agreement!<br /><br />The problem, as you imply, is that few nonprofits are ready with the right competencies to fully benefit from the new world of real CRM.<br /><br />Your description of the necessary components for a successful CRM implementation (not just a "traditional" donor database) is precisely the way we operate at Purple Vision these days. Our work is carefully resourced and structured around business analysis, configuration, development, adoption and support. In fact we use an approach that is as much at home in a web agency as a CRM consultancy – and we need to because all our projects include both back- and front-office requirements.<br /><br />We provide these skills because our clients don't have them in house. And (in all but the very largest organisations) they are never going to have them because of the cost and specialism involved. This is why using consultants is effective. I know, I am a consultant so I would say that!<br /><br />But where I agree with you is that clients need to develop their understanding of the new concepts and methodologies involved in business system development, be that for CRM, communications or service delivery. Successful clients in future will be the ones who understand the various roles and competencies necessary for tailored business solutions that enable their organisations to thrive. Only then can they confidently describe and commission what they want, and collaborate with partners in the delivery of their solution. This understanding is not normally associated with the role of the classic database manager, so for me the challenge for nonprofits is how to identify and acquire the leadership skills to take advantage of the revolutionary technologies that are now at their disposal.Steve Thomashttps://www.blogger.com/profile/10661516098754465874noreply@blogger.comtag:blogger.com,1999:blog-35863816.post-51306139775482574862014-12-11T08:38:56.445+00:002014-12-11T08:38:56.445+00:00Proximity really means when the risk might occur; ...Proximity really means when the risk might occur; e.g. Feb 2015, Between Feb and May, Design phase etc.Ivan Wainewrighthttps://www.blogger.com/profile/12680581084263166735noreply@blogger.comtag:blogger.com,1999:blog-35863816.post-3651830437297511952014-12-10T19:40:28.295+00:002014-12-10T19:40:28.295+00:00Hi Ivan, a very useful template! All seems easy to...Hi Ivan, a very useful template! All seems easy to follow, however not quite sure what you mean by "Proximity" (column 'F').<br /><br />Thanks.YShttps://www.blogger.com/profile/14427083148849777139noreply@blogger.comtag:blogger.com,1999:blog-35863816.post-63891230108269324412014-12-05T15:18:07.686+00:002014-12-05T15:18:07.686+00:00Interesting piece. Whilst I'm not particularly...Interesting piece. Whilst I'm not particularly familiar with any of the products named, I do know that I've been approached by organisations that do use some of these, any they are clearly looking to migrate away to something that might offer the stability, continuity and long term value that users of products like these cherish so highly (or at least they should). The product they are thinking of moving to? CiviCRM - a community powered open source CRM system. What's fascinating here - for me at least - is that where perhaps a few years ago open source was viewed with great wariness or even scepticism, it is increasingly being seen as an option that does deliver on these key issues. Are user organisations finally seeing past the suited and booted gloss of the marketing pitch and beginning to identify where the real long term value is? As you say in the piece, time will tell, but if the history of open source in the OS marketplace is anything to go by, we are now seeing the rise and rise of open source as the business model of choice in niche markets such as CRM.Grahamhttps://www.blogger.com/profile/13836842616589474593noreply@blogger.comtag:blogger.com,1999:blog-35863816.post-10457468728634540692014-11-23T15:54:35.847+00:002014-11-23T15:54:35.847+00:00Thanks for your time and feedback, Shaun. Very int...Thanks for your time and feedback, Shaun. Very interesting to read your final paragraph about developing the partnerships - I'm sure that's a good idea. And equally interesting to see your note that you have a newly formed CRM team - I suspect that is something we may see increasingly in charities with more and more data pressures.Ivan Wainewrighthttps://www.blogger.com/profile/12680581084263166735noreply@blogger.comtag:blogger.com,1999:blog-35863816.post-51688689859169365052014-11-22T21:22:41.460+00:002014-11-22T21:22:41.460+00:00Hi Ivan
This is a subject area really close to my...Hi Ivan<br /><br />This is a subject area really close to my heart. At PDSA we have been a big user of Apteco Faststats discoverer for many years (and a previous winner of the best use of Faststats award). In the early days a wide range of marketers and fundraisers had access to our Faststats system and many used the software as you describe – for train of thought analysis, understanding core campaign volumes and getting a feel for data structures and supporter relationships. However, many marketers also used the tool for their own data selections which over time became more and more of a problem for accuracy, consistency, and delivery of a coordinated data strategy. <br /><br />So we are starting to go the other way in that we are reducing marketer’s direct access to these sorts of tools (but expanding the Data & Insight team to compensate). Data is just becoming too complex for many none technical specialists. You identify some of the issues in your article, but when you layer on multi-channel data from the web, email or the call centre and add in complex segmentation and propensity modelling and you really need people with the right technical and analytical skills to interpret the data and deliver insight – allowing marketers more time to make better decisions.<br /><br />I believe the answer is to develop a broader partnership between the marketing teams and data, analytics & insight. At PDSA we are starting that journey by bringing together analysts, data planners, and researchers as one team to support a newly formed CRM team.<br /><br />Shaun Williams<br />Head of Data & Insight<br />PDSAAnonymoushttps://www.blogger.com/profile/15001473499218890214noreply@blogger.comtag:blogger.com,1999:blog-35863816.post-83992328529153429352014-10-14T11:11:28.351+01:002014-10-14T11:11:28.351+01:00I think one disadvantage of the fact that the unde...I think one disadvantage of the fact that the underlying data is remaining unchanged is that we're stuck with the slow pace of change of that. For example, how long have people been asking for an email address which isn't tied to a postal address. I think I read this is coming in an upcoming RE release, but they only happen about once a year. I expect to see rapid updates with the interface, as that's easy to roll out, like with BBOX. I don't think we'll see the underlying data changing so quickly though.Paul Morrisshttps://www.blogger.com/profile/08703729053561158233noreply@blogger.comtag:blogger.com,1999:blog-35863816.post-11576314783057936592014-10-14T09:04:14.141+01:002014-10-14T09:04:14.141+01:00Ivan you offer some interesting points. I don'...Ivan you offer some interesting points. I don't think the hybrid approach will be a problem. In many respects that is its strength. It means that organisations will be able to continue using every existing process until they have found a suitable replacement within NXT. This is far less daunting that the big bang approach of just changing software packages to something else. As different NXT roles are brought online organisations can migrate in small numbers to those roles. This means that training and process planning within an organisation can be staged incrementally without requiring the same volume of work that you would normally associate with such a transition.<br /><br />As for attributes, yes minutiae. We do not know how attributes will be dealt with from a UX perspective but if an organisation were transferring to a new system they would need to handle the volume of attributes too. Even though there is no conversion to NXT, it would nevertheless be prudent to have a good system clearout (especially if cost is based on the size of the database)<br /><br />Of course third party applications are of great interest to Zeidman Development as that as what we do. There was talk at BBCon 2014 of allowing organisations a virtual private cloud to enable them to keep these tools intact. There was no mention of cost for this though so that will certainly be one to watch out for.<br /><br />I agree with your assessment that NXT is an exciting prospect. The development process has begun at a rapid pace and I look forward to seeing how it progresses. There will be a period of a hybrid model but this will both give Blackbaud time to develop and give organisations time to adopt which is not a bad thing.David Zeidmanhttps://www.blogger.com/profile/05850606788185931261noreply@blogger.comtag:blogger.com,1999:blog-35863816.post-46930622584785428742014-08-26T13:09:27.335+01:002014-08-26T13:09:27.335+01:00Hi Ivan
VC-Connect also deserves a mention. We (y...Hi Ivan<br /><br />VC-Connect also deserves a mention. We (yes, I have a vested interest!) have over 80 third sector organisations using the system nationally. Developed and refined over the last 8 years, this has been devised by the charity sector for the charity sector. We continue to develop our offering too. <br /><br />Best wishes<br />Janet Paskejphttps://www.blogger.com/profile/08401362239568710870noreply@blogger.comtag:blogger.com,1999:blog-35863816.post-28086034240082978912014-08-22T11:32:59.284+01:002014-08-22T11:32:59.284+01:00Hi Ivan, great piece.
Don't forget to mention...Hi Ivan, great piece. <br />Don't forget to mention Advanced NFP, we have a very large footprint in this area.bloggernfphttps://www.blogger.com/profile/07051283420250981798noreply@blogger.com