CRM Workshop - Pre-registration

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. 

crms for political parties and non profits

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

 

What experience level with Customer Relationship Management (CRM) Software

Showing 12 reactions

  • Lou Novak
    answered 2020-07-10 14:12:49 -0700
    Q: We would like to schedule personal followups with help with customization, would you be interesting?
    A: Yes
  • Lou Novak
    answered 2020-07-10 14:12:38 -0700
    Q: What would you like to learn from this workshop?
    A: platform that will be used widely by other state green parties
  • Lou Novak
    answered 2020-07-10 14:12:09 -0700
    Q: What experience level with Customer Relationship Management (CRM) Software
    A: Intermediate - So/So
  • geanark
    @geanark tweeted link to this page. 2020-07-10 06:02:21 -0700
    Take the survey: CRM Workshop - Pre-registration https://www.gp.org/2020-pncworkshop-philena?recruiter_id=444720
  • Monte Letourneau
    answered 2020-07-10 06:02:05 -0700
    Q: We would like to schedule personal followups with help with customization, would you be interesting?
    A: Yes
  • Monte Letourneau
    answered 2020-07-10 06:01:50 -0700
    Q: What would you like to learn from this workshop?
    A: I don’t think we set some of NB up right. Starting to watch the vids in support to get a better fee for how the system is intended to work.
    Having issues with knowing when a sustainer stops sustaining and need a more efficient way to know who is a current member.
  • Monte Letourneau
    answered 2020-07-10 05:59:49 -0700
    Q: What experience level with Customer Relationship Management (CRM) Software
    A: Intermediate - So/So
  • Brian Setzler
    answered 2020-07-08 21:30:31 -0700
    Q: What experience level with Customer Relationship Management (CRM) Software
    A: Expert - Ninja
  • Justin Steiner
    answered 2020-07-08 19:11:30 -0700
    Q: We would like to schedule personal followups with help with customization, would you be interesting?
    A: Yes
  • Justin Steiner
    answered 2020-07-08 19:11:17 -0700
    Q: What would you like to learn from this workshop?
    A: I don’t even know what a CRM is. I just wanna help.
  • Justin Steiner
    answered 2020-07-08 19:10:15 -0700
    Q: What experience level with Customer Relationship Management (CRM) Software
    A: Beginner - Noob
  • Philena Farley
    published this page in Workshop Presenters 2020-07-08 18:29:02 -0700