JISC CRM – Case Study Event, January 20, 2010 JISC CRM Case Study The Development Office Brett Arnall

JISC CRM – Case Study Event, January 20, 2010 Recruit former students to the Alumni Society (13,000 +) Engage with students, staff, governors & friends of YSJ Keep members informed and enthused about YSJ Raise funds for our annual fund – SPARK Raise funds for other approved YSJ projects Encourage philanthropic giving Development Office Background

JISC CRM – Case Study Event, January 20, 2010 Before the CRM Over reliance on Registry due to the SITS system Time taken/difficulty in targeting specific demographics Inability to store historical data/key contact information Operating with a multitude of databases Duplication of contacts, who informs who re updates Not knowing what others were doing with key contacts Uncoordinated requests to send information out

JISC CRM – Case Study Event, January 20, 2010 No pain – no gain! 13,000 records to be cleansed! 12 week project Databases amalgamated to one Inputted key demographic data Started to create groups Preparation for our key fundraising campaigns (Telephone/postal asks) Utilisation of volunteers

JISC CRM – Case Study Event, January 20, 2010 Case study 1 Telephone Campaign (Nov 09) 511 calls were made (320 answers) 17% pledged or contemplated giving £3,000 was generated for SPARK We promoted events & new book too Benefits of the CRM We stored all the responses We updated 152 records for accuracy We have a list of people to ask/not ask

JISC CRM – Case Study Event, January 20, 2010 Case study 2 Postal campaigns 2009 Annual alumni ask for donations (£8,000) We also sent out alumni questionnaires Responses - University wide benefits (207) What jobs they currently do171 Volunteering at YSJ46 Further study/short courses111 Business links23 Student placement opportunities 71 Old John’s Day119 Mentoring students 62 Provide a profile62 Fundraising 22

JISC CRM – Case Study Event, January 20, 2010 The University wide benefits Targeting key contacts effectively Reduction in costs for errors Effective collaborations More knowledge on key contacts Improved service to user groups The next stage: Training (protocols) Monthly e-bulletins Alumination opportunities

JISC CRM – Case Study Event, January 20, 2010 Summary Take the time to get the data right You should see quick benefits It is a long term project A University wide effect where working together will increase internal efficiency & improve the service and opportunities to our key users/partners