PatronManager CRM definitely fits the characteristic of a “One-Stop-Shop” CRM system. Two of the main questions that I was really looking forward to getting answered with this system were issues regarding “time” and “efficiency”. When you work in a small nonprofit arts organization where staff is very limited and overloaded - “time” and “efficiency” become very crucial in ensuring the achievement of goals and responsibilities, and meeting constituents’ needs. PatronManager CRM does this by consolidating all the necessary data that organizations use on a daily basis and puts them into one central location - what I consider pushing the “easy” button. The 360 degree feature is a prime example of this - everything you want to know about a patron is all on ONE PAGE - history of donations, pledges, subscriptions, ticket purchases, etc.
Also, I’m always looking for new ways to organize all the tasks that I need to do in a given day, week, or month. One of my other questions was whether the “Open Acivities” feature that PatronManager CRM offers could be connected to current communication systems that were already in place - it is! As an employee and manager who checks their Microsoft Outlook first thing in the morning - its great to know that the tasks I have to do for the day are already organized, ready to go, and in my inbox. This is the same for generating reports in PatronManager CRM as well - the thought of creating a report template ONCE and having it automatically generated, timed and sent to your supervisor’s inbox in REAL TIME, at the same time, every week is a Director’s or Assistant’s DREAM COME TRUE! If you haven’t already sensed it - I would want PatronManager CRM at my current organization today!
If I were to find a glitch in this CRM system it would also be the feature that acts as a double-edged sword - 100% Web-based. I do understand that 100% Web-based is a benefit that allows organizations 24/7 accessibility anywhere on the planet, but I also can’t help think of the risk factors - hackers and crashing systems which are both realistic risks when conforming to paperless systems. That said, it is comforting to know that PatronManager CRM does offer customer support all days of the week - phone/email - and in reasonable time frames, should the unthinkable happen. Also, organizations do have the choice to continue keeping hard copy forms of data if hackers and crashes are of high concern.
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