Tree Technology- Part II: CRMs

October 7, 2010
1:00 – 2:00pm EDT
National Webcast
The volume of information we’d like to track can be overwhelming. Which volunteers will attend this weekend’s events? What are the demographics of my supporters? Am I properly leveraging the time, talents, and financial support of my members? Why does someone donate to my organization? Etc. etc. Similarly, there are a variety of methods to track it such metrics. A commercial sector strategy for consolidating constituent data into one place and making systems work together has been gaining popularity in the nonprofit sector recently. It’s called Constituent Relationship Management (CRM). CRM is the set of processes and supporting technologies used to acquire, retain, and enhance constituent relationships. Ultimately, enhancing the constituent relationship can mean increasing event attendance, overall volunteerism, supporter satisfaction, and even donation amounts and frequency, which all help to advance your mission.



Downloadable Resource List coming soon.
Trainers:
Paige Van Riper, Director of Engagement & Technology, TreePeople (Beverly Hills, CA)
TreePeople offers a variety of volunteer opportunities including tree planting, tree care, mountain restoration, reforestation, park maintenance, seedling nursery, outreach and administration, to name a few. TreePeople uses Salesforce to track their information. Salesforce offers web-based CRM services and is used by several ACT members, as well as international corporations like Starbucks, Siemens, and Dell.
Joe Wilson, Executive Director, Greening Milwaukee (Milwaukee, WI)
With the help of volunteers who perform general office duties, Greening Milwaukee uses Total Info by Easy-Ware Corporation to manage information about their constituents. Designed specifically for nonprofit organizations, Total Info offers comprehensive CRM software that integrates volunteer, event, development, and grant management services.
Webcast attendees will learn about:
* Choosing CRM technology that’s right for your organization
* Using CRM to manage volunteers
* Consolidating donor, volunteer, member, and supporter data into one program
* Challenges and benefits of using CRM over other methods
About the Webcast Series
The Webcast Series is the Alliance for Community Trees’ bimonthly webcast series held at the lunch hour and made possible through support from The Home Depot Foundation and USDA Forest Service. The goal is to create informal training opportunities for local urban and community forestry organizations. The content is geared to mainly serve the needs of volunteer organizations and community groups, although webcasts are open to all.
The trainings leverage local successes by amplifying to a larger audience the model organizations’ methods, materials, and approaches. Sessions are planned to last no more than one hour, with two presenters speaking on the same topic from slightly different perspectives, each for 10-15 minutes, followed by 10-15 minutes of questions and answers.