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Constituent Relation Management Tool
This version was saved 16 years, 11 months ago
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Saved by PBworks
on April 14, 2007 at 5:20:52 pm
Specifications for Constituents Relation Management Tool
Purpose
- Design a CRM (in this case the "C" stands for Constituents) Tool that allows the organization to track members, donors, staff, board members, people served, volunteers and others involved with the org and the web of relationships that exist across categories.
Suggested platform
- Drupal can be configured to meet many of these specs, and would require modification for accessibility of user interface and output.
Core Features
- Contact Management: Manage basic contact information and designate contact relationship/role within the organization. Roles may include board members, public members, staff, volunteers, donors, program participants, customers for social entrepreneur services, and others. More than one role is possible per contact and roles must be customizable. All interactions will e collected in a single location.
- Marketing Automation: Based on contact role and status, ability to build marketing/outreach campaigns.
- Campaign Management and reporting for tracking campaigns across multiple channels and analyzing the effectiveness of marketing activities
- Donor Management for tracking giving history and cultivating new leads.
- Collaboration
Constituent Relation Management Tool
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