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160 bytes added ,  01:01, 1 June 2016
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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
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