Published work. Technology. CRM

 

 

  1. Understanding the need for the non-profit before choosing a technology

It is important to understand the need of the workers before implementing technology. The most successful technology implementations start with discussing technology first as well. Enough emphasis should be given to the need of the workers by talking to them and finding those needs out. To bring changes to the CRM you must find out which processes the workers are following and then whiteboard those changes.

 

    2.  Distinguishing the level of access by creating a responsibility matrix

A responsibility matrix or a RACI(for who is Responsible, Accountable, Consulted, and Informed) chart must be drawn up to determine each user’s level of access in the CRM since everyone shouldn't be able to access all the information stored in the CRM. The level of access must be determined by the role the user plays in the organization. Each user’s level of access must correspond to their responsibilities in the organization.

   

      3. A thorough check of the non-profit’s technological infrastructure

Unannounced natural calamities can occur like hurricanes or earthquakes. How will you protect your data then? The system must be strong enough to support backups in these scenarios and have a clear disaster management plan and system set up. The local fire department can be contacted for having a rundown or the checklists for a fire evacuation plan. The data is above all and must be protected at all costs.

A thorough check of the non-profit’s technological infrastructure

Unannounced natural calamities can occur like hurricanes or earthquakes. How will you protect your data then? The system must be strong enough to support backups in these scenarios and have a clear disaster management plan and system set up. The local fire department can be contacted for having a rundown or the checklists for a fire evacuation plan. The data is above all and must be protected at all costs.

 

  1. Using the cloud server

If you are handling donor data on the premise then you should look for a cloud alternative. Because you are handling large amounts of data all the time which is inconvenient. Also having a cloud server allows you to access the data from outside the periphery of the establishment. You are also vulnerable to system crashes which can destroy the data and handling computer updates yourself, which is inconvenient if not dangerous.



  1. Securing the CRM through password protection and similar things

The CRM should be protected through password protection. Efficient and strong passwords should be used and the passwords must not be kept lying around here and there. The passwords should be a combination of letters, numbers and special characters to have maximum strength. Also, a password management tool should be used which has encryption to safely store the passwords. Passwords are necessary to maintain access levels as not everyone is granted the same access.

 

  1. Have a CRM planning, implementation, training, and maintenance phase

You are not done with only password protection and access separation. You must also provide hands-on training to your employees. That is because CRM implementation isn’t only about IT but there are people skills involved as well. There should be a phase-in implementation when resources need to be devoted to onsite training or to consultants from outside the company to train your company’s employees on how to use the CRM and extend its functionalities.

 

  1. Have connections with an online community

It is always good to be connected with an online community that can review and praise or criticize your work. The community is an empathetic, benevolent group where everyone wants to work for the betterment of the others, and a lot of ideas get exchanged. It is more productive if you make your organization work with a community, you will get friendly messages and encouragement along with positive feedback.

 

Thus you can see that having a good CRM involves a lot of other responsibilities. Using the CRM with success for your non-profit involves going through a lot of additional exercises than just installing the CRM. You need to take care of the hardware, and you need to take care of the people, your employees by providing training. This article covers, in a gist, the IT approach of running a CRM for your non-profit.

 

Comments

Post a Comment

Popular posts from this blog

Published work. Technology. LMS.

  What is a learning management system(LMS)?   A learning management system is a software application platform that performs functions like delivery, management, result tracking and report generation of online courses and programs. Why use an LMS?   It is good for businesses and educational institutions to teach online courses that are available all the time to the users. It helps track how each user is progressing through the various courses. It can be used to quickly customize the courses for learners. The ability to track individual progress can help an organization manage its individual goals. How the training content is going to be delivered?   Instructor-led training: People meet in groups to meet the trainer and have an in-person training session. Online meetings: Learners meet online using a video/audio conference capability and the trainer takes the class online. Online self-paced training: Learners have access to archives of videos, audi...
Read more

Published work. Health. Corona virus.

  Indeed, Coronavirus is probably the worst thing since the Black plague. Hundreds of thousands of people have been affected worldwide, and the number is growing by leaps and bounds every day. No government seems to have come out with a viable antidote, and reports say there is at least a six month wait period before a remedy can be declared. What is the world to do until then? People are getting infected and even dying. Especially the older people are facing the brunt of the disease, as their immunity levels are low, and they are succumbing to the infection. The disease was first identified in the Wuhan district of China from where it spread worldwide, and now except for Antarctica, no country in the world is free from this virus.   Countries are desperately trying to flatten the curve of the number of infected people in the hope of containing the infection and beat the Coronavirus by increasing the rate of recovery over the rate of infection. Something that may work for ...
Read more