Introduction to CRM & Salesforce.

Introduction:
CRM = Customer Relationship Management = Lead Management

Nonprofit: who are the Customers? Donors, Members, Volunteers, Community , Beneficiary = Constituents.


Structure of Project: Moving/Changing Software.

1. Creation of a project team
2. Analysis of existing data systems
3. Requirements identification
4. Software analysis
5. Work with software vendor on implementation and customizations
6. Implementation and training
7. Use analysis and change request management
8. Documentation

Short list of available CRMs

CiviCRM www.civiccrm.org
Pro: Free, reasonable user-base
Con: Setup is difficult, UI poor, needs tech resources to get the best from it, works best if using Drupal

Salesforce.com www.salesforce.org
Pro: Free for 10 users, well established, many resources available, feature rich, SAAS & offline facility, powerful free APIs available
Con: $$$ after 10 users, SAAS only

MPower Open www.mpoweropen.com
Pro: Free, mature product, designed for NPO
Con: OS licence has catch, newly OS, requires .NET/SQL Server, no SAAS option, fat client

SugarCRM http://www.sugarcrm.com
Pro: Free, LAMP stack, GPL
Con: Sales orientated (rather than relationships), feature rich, good user-base

NTen.org

Techsoup.org - TechStock

For a more comprehensive list look at

2007_NTEN_CRM_Satisfaction.pdf
Free for Members: CRM Vendor Satisfaction Survey 2007
$50 for Non-Members.

More articles on topic can be found: ie: idealware.org: On low-cost database systems
TechSoup: Comparing Lower-Cost Online Integrated Applications
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Screen shots of Trial Start:

1- Apply for Trial

2 - After Registration

3- Check e-mail and follow link

4- First Login - create password

5- Add more users

6- First View of the system

Enter the live system.
www.salesforce.com<

This week Google Apps and Salesforce announced their cooperation model. Watch the published Video and learn more on this web page
http://www.salesforce.com/products/google/apps/