Successful outreach projects focus on five fundamentals from CRM deployment: 

1. Promote user adoption
2. Focus on outreach processes
3. Establish Endorsements
4. Practice sound voter data management
5. Define the right metrics

Committee members of National Working Groups and National Delegates strongly support the best practices of defining clear objectives with our Strategic Plan and that they are measurable for CRM initiatives. 

Customer Relationship Management (CRM) is both a strategy and a set of tools, but not a press release.  We need to pay attention to how well we are tracking towards our goals over the long term.   Executional discipline is what sets CRM winners apart from failures.. It doesn't matter the software provider (SalesForce, NationBuilder, CiviCRM, Microsoft Dynamics, Zoho, Mailchimp, Hubspot)  They are all very complex and can be overwhelming for the average user. 

This workshop will provide an overview for an increasing need for political organizations to deliver distinctive voter experiences, the proliferation of social media and technologies, and the need to drive political platform adoption across multiple technology tools are all changing and broadening the scope of the metrics we need to pay attention to.  In particular, listening to the voice of the voter (VoV), monitoring voter sentiment as expressed through social media, and gauging the voters use of the technology tools have all become more important