Integrations that Achieve: Optimizing Your CRM Integrations to Meet Constituent Needs
Friday, August 4th, 2017
8:15 AM - 9:20 AM: Breakout 5
Data, data everywhere! Hitting you from all sides - eMail, Social Media, telemarketing, direct mail, data appends, and self-reported data. The list goes on and on and on. And instead of getting smaller, the number of tools and applications marketers and organizers are using to gather data and reach out to their constituents are continuously growing.
An organization's CRM needs to manage that data from disparate sources to provide marketers with the 360-degree constituent view. Once achieved, that holistic view of the constituent can empower marketers to maximize opportunities across multiple channels and for varied outreach efforts.
Looking beyond the basic data points like email addresses, opt-ins/opt-outs, donations, and advocacy actions, how can an organization decide which data values should pass back and forth between all the various systems in play?
We advocate for a strategy that is planned from the constituent experience backwards towards the technology. What data does a constituent expect you to know about him/her? What data is most critical to your organization to achieve an engaging one-on-one dialogue? How can harnessing that data empower your organization's marketing and fundraising success?
Learn from two organizations that have thoughtfully implemented technical CRM integrations to specifically answer their business challenges and better engage and inform their constituents. In this session we will unpack at least two very different but equally successful constituent-focused integration-based solutions.
Our panel will also dig into some future ideas in order to model methods for translating constituent needs into deliverable projects. Participants are encouraged to bring to the session current constituent experience business needs to be examined by our panel of experts.
Learning Outcome #1
By attending this session participants will learn: How to evaluate organization-wide and mission-driven priorities that can be achieved through strategic technical integrations.
Learning Outcome #2
By attending this session participants will learn: How to maximize the benefit and minimize the costs of the critical CRM integrations.
Learning Outcome #3
By attending this session participants will learn: How an organization can utilize its integrated CRM to take advantage of the myriad data points to inform its communications across all channels.
To enhance the attendee's learning experience, we are looking for a variety of presentation styles. Please indicate your style: A panel of presenters