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Implementing a CRM is a business change - usually a major business change - that will have a wide impact on the organisation. I've found it useful to provide a vision statement for the CRM Strategy, based on a common structure. I try to keep the vision statement to a single page to make it more digestible to different groups of staff, so keeping the individual topics as bullet points.
The structure and contents of the CRM vision statement I've used are:
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Back in June 2011 I presented on Future Technology Trends at the Iris NFP conference and one of the major themes was the emergence of cloud, which I predicted would shape the future for many organisations. Since that date I have been astonished at the speed at which cloud technologies have bridged the chasm from early adopters to mainstream.
IndigoBlue's Managing Director Rob Smith is presenting the opening sesson at Iris's NFP Solutions 2012 Roadshow.
Based on current work reviewing the IT strategies for the membership market, Rob will provide an insight into trends that organisations could or should be considering for adoption.
Rob will identify the key digital and IT trends that are most important to membership organisations. He will then draw out how these trends, together with the organisation's business strategy, input into the IT strategy to provide a roadmap for the organisation's IT and improve support for the business strategy.
Rob's presentation will focus on the revolution that is affecting the NFP sector and how forward looking organisations can embrace change and transform their operation; to grow revenues and significantly improve stakeholder engagement and service. He will look at 5 key areas: understanding customers; productisation; the future of the web; cloud computing and collaboration.
IndigoBlue's Managing Director Rob Smith is presenting at Iris's "Running NFP in the Cloud" Seminar.
Rob will discuss the potential benefits and disadvantages of The Cloud for NFP organisations.
I’m looking forward to my keynote speech at this week’s IRIS NFP Seminar. The event promises to be interesting and illuminating, with Iris presenting their new flagship products, Integra NG and Care NG, and announcing a number of new initiatives and business partnerships.
Anthony's recent blog post "We need CRM?" raised the interesting issues of the underlying requirements for managing relations with contacts and of the need for a strategy for how an organisation will manage those relations.
There are some aspects of service (and more general customer relationship management) that can be assisted by IT and some that are more within the ambit of the business. The business is responsible for the staff and their skills for example, whereas IT is responsible for the systems that facilitate delivery of the services.