Got clients? Got salespeople? Then you need Salesforce. Salesforce is a Customer Relationship Management platform. 311 Media has extensive experience using and customizing Salesforce for non-profits, higher education and medium-sized businesses.
Salesforce is free for non-profits and higher education (for up to 10 users)!
What is CRM?
CRM stands for “Customer Relationship Management.” CRM technology allows you to manage relationships with your constituents and track data related to all of your interactions with those constituents. It also helps teams collaborate, both internally and externally, track important metrics, and communicate via email, phone, social, and other channels.
A CRM app like Salesforce allows a nonprofit to have visibility into every aspect of its relationship with its constituents – including events, volunteer shifts, donations, client services, and so on. And as opposed to this information being locked away in various systems scattered across the organization — it’s all in one place. So at any point in time, staff have a holistic snapshot of a donor or client’s relationship — and can use that information to engage in personalized and powerful ways.
Salesforce is a single place to create, view and update your constituent data from anywhere on any device to drive lasting engagement with your customers. You don’t have to install software to access Salesforce. You just need an internet connection and a web browser (or mobile App).
Of course, building a CRM system isn’t just about choosing the right technology, but also having the right plan in place for a successful implementation.