CRM Implementation
por chris knott
1. Why?
1.1. Modernize and upgrade contact records
1.2. Clarify rider purchases and participation
1.3. Contact continuity for future employes
2. Who would use it?
2.1. 5-6 staff
2.2. Volunteers
2.3. board?
3. Where is the data coming from?
3.1. Race It (registration system)
3.1.1. potential for API devel
3.2. Access databases
3.3. Excel spreadsheets
3.4. Outlook?
4. What do we need?
4.1. Tweaks, not customization
4.2. Data importation
4.2.1. What are we importing?
4.2.1.1. 4,000+ rider records
4.2.1.1.1. past records (14 years)
4.2.1.1.2. 25 datapoints
4.2.1.2. 150 volunteer records
4.2.1.3. community, vendor, partner records
4.2.1.4. 200+ donations
4.3. Deduplication
4.4. Training
4.5. Maintenance
5. Questions
5.1. Cost for staff training?
5.2. Cost for upkeep/dedupe?
5.3. How can Salesforce help us achieve goals?
5.3.1. promote bike tourism
5.3.2. deliver the best bike ride in America
5.3.3. increase brand awareness
5.3.4. improve marketing
5.3.5. fundraise