I am the Director of Member Retention and CRM for a non-profit business membership organization.
I am trying to create a CRM strategy without the addition of any CRM technologies, as we have an
organization specific database management system with limited CRM capabilities. Do you have any
suggestions on implementation of a CRM strategy without the purchase of CRM software? The lack of
information on the CRM "philosophy" is disheartening and makes my task all the more
I've attached an article which describes the process we've developed to help our clients design and evaluate CRM programs. Our 'philosophy' with regard to CRM is that it is component-based: customers, relationships, and management. Customers represent the complete range of individuals or groups touched by your organization, including Staff. Relationships are the means and media of maintaining contact and feedback. Management has to do with marshaling scarce resources to optimum effect - time, money, people, facilities, technology - and, as in your case, information.
This was first published in February 2002