Difference between revisions of "CiviCRM/Questions"
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(Created page with "Some of the questions that pop up when discussing a CRM ; How many people are going to access the system? 6. It doesn't matter. There are no per seat charges, or any license...") |
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Some of the questions that pop up when discussing a CRM | Some of the questions that pop up when discussing a CRM | ||
| − | ; How many people are going to access the system? 6. It doesn't matter. There are no per seat charges, or any license fees of any kind. | + | ; How many people are going to access the system? |
| − | ; How many members/contacts do we need to keep track of? 2,000 It doesn't matter. There is no limit to the size of your database. | + | : 6. It doesn't matter. There are no per seat charges, or any license fees of any kind. |
| − | ; What salutations are required? Mr. Mrs. Ms. Dr. | + | ; How many members/contacts do we need to keep track of? |
| − | ; How should households be greeted? Dear First1 Last1 and First2 Last2 rather than Mr. & Mrs. John Doe because partner may be Jane Smith who kept her maiden name. | + | : 2,000 It doesn't matter. There is no limit to the size of your database. |
| − | ; What groups would our constituents naturally fall into? Eg. "walkers", "runners", "bikers", "maintenance", "events" | + | ; What salutations are required? |
| − | ; What member types do we have? Individual, Corporate, Foundation | + | : Mr. Mrs. Ms. Dr. Most don't matter too much, but Dr. is a tricky one. Best to let the customer specify themselves through signup so we don't make assumptions. |
| + | ; How should households be greeted? | ||
| + | : Dear First1 Last1 and First2 Last2 rather than Mr. & Mrs. John Doe because partner may be Jane Smith who kept her maiden name. | ||
| + | ; What groups would our constituents naturally fall into? | ||
| + | : Eg. "walkers", "runners", "bikers", "maintenance", "events" | ||
| + | ; What member types do we have? | ||
| + | : Individual, Household, Corporate, Foundation | ||
| + | ; What other contact types do we have? | ||
| + | : Partners; State organizations; Vendors; Elected officials in the towns we serve; | ||
Latest revision as of 01:03, 1 June 2016
Some of the questions that pop up when discussing a CRM
- How many people are going to access the system?
- 6. It doesn't matter. There are no per seat charges, or any license fees of any kind.
- How many members/contacts do we need to keep track of?
- 2,000 It doesn't matter. There is no limit to the size of your database.
- What salutations are required?
- Mr. Mrs. Ms. Dr. Most don't matter too much, but Dr. is a tricky one. Best to let the customer specify themselves through signup so we don't make assumptions.
- How should households be greeted?
- Dear First1 Last1 and First2 Last2 rather than Mr. & Mrs. John Doe because partner may be Jane Smith who kept her maiden name.
- What groups would our constituents naturally fall into?
- Eg. "walkers", "runners", "bikers", "maintenance", "events"
- What member types do we have?
- Individual, Household, Corporate, Foundation
- What other contact types do we have?
- Partners; State organizations; Vendors; Elected officials in the towns we serve;
