CRM Specs - Revision history

Ryan52: /* contacts */

2011-11-09T23:31:38Z

contacts

Ryan52: /* Vision */

2011-11-02T21:59:55Z

Vision

Ryan52: /* Vision */

2011-11-02T21:59:02Z

Vision

Ryan52: /* Shared Fields Twixt Database & CRM */ donations separate

2011-08-20T15:48:13Z

Shared Fields Twixt Database & CRM: donations separate

Jbeckett at 22:00, 9 August 2011

2011-08-09T22:00:03Z

Jbeckett at 20:56, 5 August 2011

2011-08-05T20:56:49Z

Rfs at 23:02, 19 March 2011

2011-03-19T23:02:26Z

Jbeckett at 22:48, 2 March 2011

2011-03-02T22:48:48Z

Jbeckett: New page: This is a wish list of specifications for CRM software. Easily view donation, contribution, and volunteer history for each contact Ability to make notes on each file with date stamp and...

2011-03-02T22:39:21Z

New page: This is a wish list of specifications for CRM software. *Easily view donation, contribution, and volunteer history for each contact *Ability to make notes on each file with date stamp and...

New page

This is a wish list of specifications for CRM software.

*Easily view donation, contribution, and volunteer history for each contact
*Ability to make notes on each file with date stamp and name of person writing note
*Send emails and/or newsletter - ideally connected to FG email account
*Track & view any correspondence sent via software
*Track occurrence of correspondence outside of software (phone calls, meetings, etc.)
*Customize & easily run reports
*Track job title, gender, birthdays, and relationships between contacts (partners, children, etc.)
*Attach files to contacts
*Indicate than an individual is the primary contact for an organization
*Identify pricing tier to which donors belong, plus history of changes
*Associate multiple addresses with organization if necessary (perhaps labeled with physical, mailing, & pickup)

@@ Line 36: / Line 36: @@
 * ID #
 * Fully covered (this could be tied to a numeric field indicating number of employees, and automatically set based on the input)
 * Donation contract
 * All phone, email & fax fields

← Older revision		Revision as of 21:59, 2 November 2011
Line 4:		Line 4:

	'''was an iphone app client an important feature? I remember this being mentioned as important in a conversation, though it wasn't put on this list.'''		'''was an iphone app client an important feature? I remember this being mentioned as important in a conversation, though it wasn't put on this list.'''
		+	[[User:Ryan52\|Ryan52]] 21:59, 2 November 2011 (UTC)

	A fully-realized CRM system at Free Geek could be used to		A fully-realized CRM system at Free Geek could be used to

@@ Line 2: / Line 2: @@
 ==Vision==
 A fully-realized CRM system at Free Geek could be used to
 * Track communications with outside organizations - send emails through software & track calls & meetings
@@ Line 19: / Line 22: @@
 ** While there may be no need to switch systems in tech support, it could be done, and would also allow customers to view the status of their repair online
 * Track and manage online sales for the Thrift Store
 ==Shared Fields Twixt Database & CRM==

@@ Line 23: / Line 23: @@
 ==Shared Fields Twixt Database & CRM==
 This is a list of the fields that would ideally communicate between Free Geek's database and the CRM software. It would be best if changes made to the CRM overrode the database, except in the case of new contacts added to the DB.
 * Organization - indicates that a contact is a business or organization
@@ Line 36: / Line 38: @@
 * Contributor
 * Donor
 * All gizmo fields
 ==New Fields==

@@ Line 1: / Line 1: @@
-As Free Geek continues expanding its partnerships with the outside community, it has become necessary to have a system that can track these relationships in a consistent and measurable fashion - in other words, to have CRM Software. This proposal addresses the needs of such a system, how it could be utilized on an individual and organization-wide basis, the relative merits of such a system, and the steps necessary to implement it.
+As Free Geek continues expanding its partnerships with the outside community, it has become necessary to have a system that can track these relationships in a consistent and measurable fashion - in other words, CRM Software. This proposal addresses the needs of such a system, how it could be utilized on an individual and organization-wide basis, the relative merits of such a system, and the steps necessary to implement it.
-[[Vision]]
+==Vision==
-A fully-realized CRM system at Free Geek would be used to
+A fully-realized CRM system at Free Geek could be used to
-* Track communications with outside organizations
+* Track communications with outside organizations - send emails through software & track calls & meetings
 * Identify opportunities for new relationships
 * Identify relationships between individuals & organizations
-* Run reports
+* Run reports on donors, their donation history, our contact history and more
-This is a wish list of specifications for CRM software.
+==Shared Fields Twixt Database & CRM==
 [[Category: Coders]]

← Older revision		Revision as of 20:56, 5 August 2011
Line 1:		Line 1:
		+	As Free Geek continues expanding its partnerships with the outside community, it has become necessary to have a system that can track these relationships in a consistent and measurable fashion - in other words, to have CRM Software. This proposal addresses the needs of such a system, how it could be utilized on an individual and organization-wide basis, the relative merits of such a system, and the steps necessary to implement it.
		+
		+	[[Vision]]
		+	A fully-realized CRM system at Free Geek would be used to
		+	* Track communications with outside organizations
		+	* Identify opportunities for new relationships
		+	* Identify relationships between individuals & organizations
		+	* Run reports
		+
		+
	This is a wish list of specifications for CRM software.		This is a wish list of specifications for CRM software.

← Older revision		Revision as of 23:02, 19 March 2011
Line 13:		Line 13:
	*Associate multiple addresses with organization if necessary (perhaps labeled with physical, mailing, & pickup)		*Associate multiple addresses with organization if necessary (perhaps labeled with physical, mailing, & pickup)

−	[[Category: ~~Technocrats~~]]	+	[[Category: Coders]]

← Older revision		Revision as of 22:48, 2 March 2011
Line 12:		Line 12:
	*Identify pricing tier to which donors belong, plus history of changes		*Identify pricing tier to which donors belong, plus history of changes
	*Associate multiple addresses with organization if necessary (perhaps labeled with physical, mailing, & pickup)		*Associate multiple addresses with organization if necessary (perhaps labeled with physical, mailing, & pickup)
		+
		+	[[Category: Technocrats]]

CRM Specs - Revision history

Ryan52: /* contacts */

Ryan52: /* Vision */

Ryan52: /* Vision */

Ryan52: /* Shared Fields Twixt Database & CRM */ donations separate

Jbeckett at 22:00, 9 August 2011

Jbeckett at 20:56, 5 August 2011

Rfs at 23:02, 19 March 2011

Jbeckett at 22:48, 2 March 2011

Jbeckett: New page: This is a wish list of specifications for CRM software. *Easily view donation, contribution, and volunteer history for each contact *Ability to make notes on each file with date stamp and...

Jbeckett: New page: This is a wish list of specifications for CRM software. Easily view donation, contribution, and volunteer history for each contact Ability to make notes on each file with date stamp and...