Membership/Constituent Relationship Management

Imagine a situation where clients need to organise, process, track and record all relationships with their constituents. Not only is it time-consuming but unless there is a correct framework in place, the system might not even function in the first place. In this connection, Knowledge Innovation Centre can help clients keep track of: Contact management, Contributions, Communications, Peer-To-Peer Fundraisers, Advocacy Campaigns, Events, Members, Reports and Case Management.

Here at KIC, we have the capabilities of creating a powerful, web-based contact relationship management (CRM) system. This will undoubtedly allow any organisation to record and manage information about the various people and organizations it interacts with. KIC will help you create more than just an address book, but also allow you to track your interactions with people and organizations, engage with constituents, and solicit donations through your website. The information you gather is all stored in one place but you can access it from almost anywhere. Given that KIC understands the needs of NGOs, we therefore emphasize effective communication with individuals, community engagement, activism, outreach, managing contributions, and managing memberships. Moreover, we will ensure that the system created for NGOs is web-based, which means that it can be accessed by many users at the same time from different locations. It has been developed with the international community in mind, and translations and multi-language options are supported

Since NGOs might not necessarily be privy to what a CRM does, it is perhaps best to describe this structure in further detail. One way to understand what a CRM does is to think of your personal address book with enhanced capabilities. Imagine that every time you make a phone call to a given person, your address book automatically makes a note of it, together with brief description of the conversation. It can also decide whether to ask this person for a particular favour, based on whether she did this favour for you a week ago, and schedule a follow-up meeting following the call. After using this address book for a while, you could ask “What were my interactions with X?” or “How many people helped me this month?” and it would give you the whole history together with further details. Now let’s say your organization is managing a dinner party and would like to invite all the people previously acquainted with during the previous year. One just simply has to write the invitation and tell the address book to send the email. You don’t have to worry about anything else after this point (apart from preparing the dinner!). Your address book handles the RSVPs from all invited guests, together with information about who is vegetarian and who is not. It even lets you know two nights before the event how many people you can expect.

Here at KIC, we understand how hard it is to remember all of your meetings, phone calls and other forms of contact (especially over the long term), but the more you know about the people and organisations you interact with, the more successful your work will be. You’ll be able to target your message to specific groups, because you know who will be interested in specific topics, and you’ll be able to observe their reactions and adjust your next interaction, and continue to improve how you talk to different groups.

KIC will help you develop a modular system.  In this connection, you will be able to:

  • record basic contact information such as name, home or postal address, email address, phone number
  • define relationships between your contacts
  • send emails
  • keep a record of your interactions with your contacts

Components and extensions will let you do more things such as sign up members for your organisation, take registrations for your events, receive donations or distribute grants.  See the Components and Extensions chapters for more information.

KIC also integrates this process with Drupal, Joomla and WordPress. Integration with a CMS opens up a lot of useful possibilities.   Visitors to your website can carry out many activities on their own, such as renewing their membership, signing up for events, requesting email updates, and donating money and you can share parts of your CRM data, for example event information, with visitors to your website. For more of our work in this particular sector (particularly those related to EURASHE and EFQUEL click on the following link…)