Databases and CRMs

ICT Champions have developed a range of resources concerned with databases and CRM systems designed particularly to meet the needs of voluntary organisations and community groups. These can be downloaded below.

Overview

This briefing paper provides an overview of the topic, and answers the question - what is the difference between a database and a CRM system? (CRM - Customer Relationship Management)

Databases and CRM systems  265Kb

Planning and implementation

The overview is complemented by a a series of eight briefing sheets which cover each of the stages involved in planning and implementing a new database or CRM system: 

Database Planning: Stage 1 - Current State Analysis  236Kb

Database Planning: Stage 2 - Integration  237Kb

Database Planning: Stage 3 - Desired State Analysis  237Kb

Database Planning: Stage 4 - Software Selection  259Kb

Database Planning: Stage 4 (appendix) - Table of Suppliers  148Kb

Database Planning: Stage 5 - Project Management  238Kb

Database Planning: Stage 6 - Development  247Kb

Database Planning: Stage 7 - Implementation  242Kb

Database Planning: Stage 8 - Go Live & Review  235Kb

Toolkit resources

Accompanying these briefings are specific resources to support the planning and implementation of a new system.

Data collection

Data collection: Connectivity tracking  23Kb

Data collection: Organisation process questions  81Kb

Data collection: Server tracking  20Kb

Data collection: Site worksheet  17Kb

Implementation

Implementation: Assessing implementation capacity  26Kb

Implementation: Assessing implementation time  20Kb

Implementation: Go Live checklist  27Kb

Implementation-Top 40 CRM vendors  2Mb

Planning

Planning: Customisation requirements summary  14Kb

Planning: Define resource worksheet  37Kb

Planning: Define services worksheet  17Kb

Planning: Employee services worksheet  15Kb

Planning: Employee work hours worksheet  20Kb

Planning: Equipment worksheet  17Kb

Planning: Project scope  24Kb

Planning: Responsibility checklist  94Kb

Project management

Project management: Project plan  42Kb

Project management: Project review survey  19Kb

Project management: Project status  49Kb

Project management: Scope change log  37Kb

Project management: Scope change request form  18Kb

Project management: Status tracking  25Kb

Project management: Weekly summary  121Kb

N.B To see more resources developed by ICT Champions, see the documents store.