Social CRM

From Wikipedia, the free encyclopedia

Social CRM is a marketing term of the company Kintera

Kintera helps organizations fulfill their mission with its social CRM system (Constituent Relationship Management). [1] Social CRM provides organizations with the critical data needed to build relationships with donors, members, prospects, participants and volunteers – all in one single, interactive system.[1]


A social CRM system helps organizations the following ways:


Unites Online and Offline Constituent Experiences

Social CRM allows an organization to automatically capture a variety of online interactions such as e-mail activity and Web form donations. Offline activities such as event participation or volunteer hours are also tracked. These offline activities can be inputted by constituents themselves or by staff using customizable data entry forms.[1]


Gives a Total View of the Constituent

Social CRM provides both the organization and constituents with a total view of constituents, their relationship with the organization, and even their relationships with each other. This may include preferred methods of giving and visibility into how their contribution was used. This may also include tools that help organizations better manage and communicate with individuals in the same household, place of work, or alumni group.[1]


Provides Comprehensive Knowledge and Oversight

Social CRM provides comprehensive knowledge and oversight of not just constituents, but of all fundraising efforts. Since most business processes are managed online, real-time reports such as integrated campaign activity statistics or customizable dashboards are always readily available. Wealth screening tools are also part of the knowledge platform, and work to identify and cultivate an organization’s best donor prospects.[1]


A social CRM system is both fundraiser-centric and donor-centric. Fundraisers have a better way to capture and manage data, leverage it in their business decisions, work more efficiently and provide more personalized and meaningful donor experiences. Meanwhile donors know with certainty that their gift was received and are continuously reminded of its impact. The result is a rewarding giving experience for both parties.[1]


[edit] Notes

  1. ^ a b c d e f "About Social CRM", Kintera, Retrieved September 11, 2006.