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, 00:59, 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.
; 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