Nonprofit Data Quality: Maintaining Good Data in a NFP Environment

Nonprofit Data Quality: Maintaining Good Data in a NFP Environment

by Edward Kachinske, Timothy Kachinske
     
 

You've invested a lot of resources in your constituent relationship management (CRM) database. Staff have contributed input, you've selected an implementation vendor and software for your database. Funds have been budgeted. Existing data sources have been analyzed. Now comes the hard part.

It's easy to sometimes forget the core reason for creating a CRM system:

…  See more details below

Overview

You've invested a lot of resources in your constituent relationship management (CRM) database. Staff have contributed input, you've selected an implementation vendor and software for your database. Funds have been budgeted. Existing data sources have been analyzed. Now comes the hard part.

It's easy to sometimes forget the core reason for creating a CRM system: your nonprofit organization needs a mechanism for keeping track of constituent data. This data is vital because it will contain information about past or prospective donors, volunteers or other constituents. Your nonprofit will depend on this data to carry out its mission and raise sufficient funds. The database is only as good as the data housed within.
A CRM system containing bad data, incomplete records, old stuff, or inaccuracies can actually be more of a liability than not having a CRM system at all.

If your CRM system contains 15,000 records, but half of the records contain incorrect address information, the quality of the data could cost thousands of dollars when you send a mailer. It could cost you hundreds of working hours following up on contacts that don't exist. And - the kiss of death for any database deployment - it could convince your users that the CRM system is not worth using.

This book outlines some common-sense strategies that you can use when designing your CRM database. These strategies will produce a system that is conducive to maximizing the full potential of your software. You'll also see some sample data quality checklists and sample style guidelines, which you can use as a foundation for creating similar documents for your environment.

Read More

Product Details

ISBN-13:
9781463539702
Publisher:
CreateSpace Publishing
Publication date:
05/27/2011
Pages:
108
Product dimensions:
5.50(w) x 8.50(h) x 0.22(d)

Meet the Author

Edward Kachinske has written more than 25 books on CRM-related topics, including Maximizing Your Sales with Microsoft Dynamics CRM, Maximizing Your Sales with Salesforce.com, Managing Contacts with Outlook, the Official ACT! Course Manuals for Instructor-Led Training, and more. He is a frequent speaker at CRM-related conferences and is on the Microsoft Dynamics EC Advisory Board.

Edward is the President of Innovative Solutions, a Gold Certified Microsoft Dynamics CRM Partner. Innovative Solutions is a Microsoft Dynamics President's Club member, ranking in the top 5% for sales of Microsoft Dynamics CRM worldwide. Edward is certified in Microsoft Dynamics CRM and is a Microsoft Certified Trainer. He holds a dozen other Microsoft certifications, including the Microsoft Certified IT Professional status.

Timothy Kachinske has written more than a dozen books on CRM and non-profit management topics. Titles written by Tim include Maximizing Your Sales with Microsoft Dynamics CRM, Maximizing Your Sales with Salesforce.com, 90 Days to Success in Fundraising, and 90 Days to Success in Grant Writing. He has 17 years of experience as a development officer for various non-profit organizations, and has been designing CRM solutions for NFP organizations for more than a decade.

Tim teaches an online class on Microsoft Dynamics CRM and a class on non-profit fundraising through a consortium of colleges and universities. Through this consortium, Tim's classes are distributed to more than 1,500 colleges and universities in North America. Tim is a Microsoft Certified Trainer and is certified in Microsoft Dynamics CRM and Sharepoint.

Read More

Customer Reviews

Average Review:

Write a Review

and post it to your social network

     

Most Helpful Customer Reviews

See all customer reviews >