Introduction to CRM & CMS
What are these letters?
• Constituent
Relationship
Management
• Use CRM to track
and contact your
campaign’s
supporters.
• Content
Management
System
• Use a CMS to edit
your Web site
without a lot of
tricky coding.
CRM: Relationship Management
•
•
•
•
•
•
•
•
Single online place for supporter tools.
Send e-mail (bulk and targeted).
Fundraising & contribution processing.
Event planning, calendars, RSVPs.
Petition signature drives, list growth.
Letter writing to local reps & news outlets.
Track the sources of incoming supporters.
Sometimes includes a CMS (more later).
CRM: Exactly Who and What
Typical Tasks...
 Adding members in bulk.
 Setting up Web signup forms.
 Pulling lists.
 Producing fundraising reports.
 Tracking list growth and sources.
 Maintaining membership lists.
 Grouping members as volunteer,
constituencies, super-volunteers.
 Working online presences into field
plan.
Look & Feel of
CRM
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Screenshots of CRMs
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Stuff from your CRM…
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…suddenly appears
on your Web site.
Smells Like Content Management
Some parts of a CRM system
can be like a cms
CMS: Content Management
•
•
•
•
•
•
•
•
Easy way of building new Web pages.
Only use basic HTML.
Keep page content separate from design.
Content is stored in a database.
Automatically build indexes of pages.
Non-technical staff can make updates.
Page templates run the show.
Almost kinda sorta like a blog.
CMS: What and How
Worth noting...
 It takes some time to get everything setup and
looking pretty.
 Be aware of your CMS before you design your
site (or be ready to make compromises).
 As you design pages, think of the worst possible
scenarios that can come from database-supplied
content (long titles, character sets, etc.).
 Learn some CSS.
 The best sites mix database driven content with
good old hand-coding.
• Tons of Open
Source options.
• Could be part of a
CRM package.
• Build your own.
• Use blog software
as your CMS.
CRM & CMS: Pros
PERFEC
T!
• Complicated
programming done by
someone else.
• Proven software
(cough, cough).
• Quickly handle
reporting requests.
• Security.
• All functinality and data
are in one place.
CRM & CMS: Cons
• Can be expensive.
• Usually requires a few days startup
time.
• Can be tricky to merge some tools
with design of your existing Web site.
• Could be difficult to combine CRM
database with existing campaign
database.
• All functionality and data are in one
place.
PERFEC
T!
CRM & CMS
•Your questions
•Our amusing stories
CRM & CMS
By: Aaron Myers & Judith Freeman