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Customer Relationship Management. CRM- How to Make it An Organizational Priority. Southern Institute Conference May 23, 2013; 1:30 – 3 p.m. CRM - Definition. - PowerPoint PPT Presentation
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Customer Relationship ManagementCRM- How to Make it An
Organizational Priority
Southern Institute ConferenceMay 23, 2013; 1:30 – 3 p.m.
CRM - Definition
Is a model for managing a company’s interactions with current and future customers. It involves using technology to organize, automate, and synchronize sales, marketing, customer service and technical support.
Current StateHow is your United Way Using CRM?
(5) Full Integration
(4) Partial Integration
(3) Modest Integration
(2) Purchased
(1) Purchased What?
CRM Practical
• Listen
• Alignment
• Connect
• Evaluate
Key Examples Amway – One by One Campaign
Century A&E – Reading Corner
Wolverine Worldwide – Get FitUWW – “Read Learn Succeed”
United Way Worldwide and Regional Global Corporations
Key Examples
Amway Corporation“One by One Campaign for Children”
http://www.youtube.com/watch?feature=player_embedded&v=Gy-zaGqSns8
The Amway One by One Campaign for Children is a movement that spans 10 years and has helped
10 million children. Amway and its millions of distributors and employees around the world
identify the most pressing issues, then find meaningful ways to help and mobilize others.
Amway One by One projects and stories are as unique as the company itself.
Grand Rapids, Michigan, USA - In 1989, Amway responded to a challenge to “adopt” an inner-city school near Grand Rapids, Michigan, near its headquarters. The idea was to focus the company’s resources on a small population, and bring generosity and volunteerism to scale. The Amway commitment outlasted the adoption program, and years later, Amway employees are still increasing their commitment to the public
schools. From tutoring … to book drives … to pen pals … to field days … to career days … to anti-bullying training … to Junior Achievement instruction … Amway employees are involved in big and small ways. They even lend their expertise in the area of entrepreneurship through a special partnership with the Ottawa Hills High – School of Business, Leadership & Entrepreneurship, which means Amway has a continuum of support, from kindergarten to graduation.Through Amway, its employees and distributors, the Amway One by One Campaign for Children is making a difference, one child at a time.
Key Examples
Century A&E – Reading Corner
Key Examples
Wolverine Worldwide – Get FitUWW – “Read Learn Succeed”
Wolverine Worldwide
Co-Branding with Wolverine Worldwide
Merrell Brands
Get Active!
Born Learning Refreshed
Global Journey
Steelcase Corporation & Local United Way
Annual Gifts will Decrease - $25K/annually
Need to Invest Globally
Steelcase
Key Questions
What is our ultimate role with local companies?
Leverage Resources ($ & Volunteer)
Connect Resources to Local Needs
Add Value to Their Corporate Community Interests
Other
All Above
Key Products
What products do we offer? Pledge Processing Volunteer Connection Issue Awareness Issue Impact through Key Strategic Solutions Global Reach Co-Branding Other All Above
Expanding the Horizon
Researched “Who Else”
15 Global Companies in Region
Discussion with Neighboring United Ways
Engaged United Way Worldwide
Meeting Host - Steelcase
United Way Worldwide
If you are interested in providing a tax-deductible donation to a charitable entity (non-profits, orphanages, schools, universities) outside of the United States, United Way Worldwide offers the International Donor Advised Giving Program (IDAG) one of the most RELIABLE, SAFE & FLEXIBLE international grant giving programs in the world.
United Way WorldwideInternational Donor Advised Giving Program (IDAG)
United Way Worldwide
United Way WorldwideInternational Donor Advised Giving Program (IDAG)
General Charitable Operations Grants
Specific Project Grants
Due Diligence, including Anti-terrorism Vetting
Outputs and Outcomes-based Reporting
A Simple Fee Structure
Access to UW network in 40 countries
FACTS
United Way WorldwideInternational Donor Advised Giving Program (IDAG)
Grant Processing
1 week
8 weeks
16 weeks
Appeal to Donors
Tax deduction
Personalized
Services
Investment
Protected
Program Time Line
5 years
7 years
13 years
Meeting Logistics
United Way WorldwideInternational Donor Advised Giving Program (IDAG)
June 25th
Hosted by Steelcase
UWW Showcase
Skype with Global UW’s
Respond to Questions & Comments
Track Record
United Way WorldwideInternational Donor Advised Giving Program (IDAG)
700 Grants/Year
$30MM Annually
100 Countries
Build Your Own Plan Select A Company
What is their Community Focus Corporate Demographics/Resources
Your Impact Priorities Create a Match Build a Plan
Make Your Pitch Compelling Case Short Term & Long Term Results
Celebrate Success & Monitor Results Joint Marketing Continual Evaluation
Plan Processing
What Worked
Aha’s
Additional Information
Your Next Steps
Take A-Ways
Maureen NoePresident/CEO
Heart of West Michigan United Waymnoe@hwmuw.org
Land: (616) 752-8620Cell: (513) 607-2020
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