You’re a social impact professional. What’s the best CRM tool to help you make a difference?

La mejor herramienta es lo que se asemeja a lo que queremos. Por ejemplo: en el caso de la literatura hay que apuntar a llegar a todos los sectores, no solo a los lectores. Se deben incluir librerías, editoriales, plataformas, bibliotecas, escuelas, etc. Si nos enfocamos en un grupo de audiencia sería un fiasco. Y si esa audiencia ni siquiera se mueve dentro de la esfera a la que buscamos llegar, un fracaso.

No creo en herramientas mágicas, ni en promesas milagrosas. Sí, en el trabajo y la elección de herramientas correctas por función. Un buen trabajo, bien hecho y después buscar herramientas que nos sirvan para nuestro propósito. Esto es para todos los ámbitos así.

An example of a good system is Salesforce. We use it to track the implementation of more than 300 promises and commitments totaling in excess of USD 60 billion. Over time it becomes a powerful resource for accountability.

From a basic point of view, it is helpful to work backward and figure out the outcomes you want to achieve. There are lots of all-in-one CRM packages and an increasing amount of helpful specific tools that can do a good job depending on the objectives. These days, an automation tool such as Zapier can link together many tools, so if you are comfortable with certain tools, they most likely can be configured to work together seamlessly.

In an ideal scenario, one CRM solution would provide everything you need. In practice, it is more likely that there will be multiple different platforms/tools that do parts of what you need. Another important factor to consider in the selection process is the ability of the CRM to integrate (through API or other means) with other tools or datasets to allow you greater functionality and a solution that is truly holistic. In addition to that, and perhaps more importantly, is to assess the solution provider’s willingness and ability to work with you to craft the right and best fit solution (potentially by combining multiple solutions).

We built our own CRM system using FileMaker Pro. Given the data is internally hosted and disconnected from the Internet, it aligns with our Member Privacy Policy of not sharing data with third parties. There are considerations such as off-site backup, but data breeches are not a major concern. At the end of the day, it is what your nonprofit can afford, and is effective in managing your goals.

Trabajo, trabajo y más trabajo. Nada supera la mano de obra, los dise?os, la comunicación, todo es fundamental. La inteligencia artificial nunca puede ser un buen piloto Saludos