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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, Corporate, Foundation | |||
Revision as of 02:01, 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, Corporate, Foundation
