IS 301 GBCNV Selecting a CRM for Nonprofit Organization Discussion
Chapter 8 Assignment: Selecting a CRM SystemIntroductionA customer relationship management (CRM) system helps a company manage all aspects of customer encounters, including marketing, sales, distribution, accounting, and customer service.Think of a CRM system as an address book with a historical record of all the organization’s interactions with each customer. The goal of CRM is to understand and anticipate the needs of current and potential customers to increase customer retention and loyalty while optimizing the way that products and services are sold. CRM is used primarily by people in the sales, marketing, distribution, accounting, and service organizations to capture and view data about customers and to improve communications. Businesses implementing CRM systems often report benefits such as improved customer satisfaction, increased customer retention, reduced operating costs, and the ability to meet customer demand.Assignment Topic:You must Develop key criteria that a nonprofit charitable organization should consider in selecting a CRM system. Create a list of at least seven key criteria that a nonprofit charitable organization should consider in selecting a CRM system.Discuss each criterion and assign a weight representing the relative importance of that criterion.Create a Form (Google, Microsoft, your choice). This might be a rubric or another form type that you decide will be most efficient to use in scoring various CRM alternatives in terms of how well they meet those criteria on a scale of 1 to 10.Do research on two CRM package and use your form to develop its score. Write a summary of which CRM you believe will be the better choice and why. What To IncludePart One: Do the ResearchConsider what any non-profit organization would find most beneficial when searching and selecting a CRM system. In this portion of the assignment you will work to collect research and information that will help to develop your evaluation tool. Remember, your research should be reliable and scholarly information. Part Three: Complete the Form/Rubric & Decide on the CRMsSpend time to make this project looks professional and providing sufficient information in choosing an appropriate CRM for any given non-profit organization.Remember: when using forms or rubrics it is essential that you points are concise not overly complicated in determining a rating. The rates should also be clear as to the qualifications for achieving each.When you choose your CRM make sure that you provide evidence to why it fits all of your groups qualifications.Part Four: Turning It InOnce all four components of the assignment are complete compile them into one document to submit.Included should be:List of the seven key criteria in a form or rubric of your choosing with determined weight.A description of why each of these criteria were selected for a non-profit organization.Choose two CRM system to evaluate using your created form/ rubric.Determine which is the better choice and provide a summary of your reasoning.Plagiarism: Plagiarism occurs when you use another student’s paper or you create a paper that is not in your own words and is not properly documented. Avoid plagiarism at all costs. When you attach your paper in the assignment area in WebCampus it will be submitted into plagiarism software.RubricChapter 8 Team Assignment: Selecting a CRM SystemChapter 8 Team Assignment: Selecting a CRM SystemCriteriaRatingsPtsThis criterion is linked to a Learning OutcomeForm/ Content (Group grade)25.0 to >15.0 ptsExcellentForm content shows a thorough understanding of the topic. Substantive research effort is evident in locating relevant information and facts. Content is accurate and sequenced in a clear, logical way. All required elements are included15.0 to >10.0 ptsMeets ExpectationsForm content shows an adequate understanding of the topic. Some research effort is evident in locating relevant information and facts. Content is mostly accurate and reasonably organized. May contain some inconsistencies in content or some connections made may not be supported. Required elements are included10.0 to >0.0 ptsApproaching ExpectationsForm content shows general understanding of the topic. There is limited evidence of research in locating relevant information and facts and/or supporting statements made. Content contains some inaccuracies, inconsistencies, misinterpretations, and/or somewhat unclear. A required element may be missing0.0 ptsNeeds ImprovementForm content shows a lack of understanding of the topic. There is inadequate evidence of research and insufficient relevant information and facts. Content is confusing and/or contains frequent inaccuracies. Required elements are missing and/or randomly organized25.0 ptsThis criterion is linked to a Learning OutcomeForm/Focus (Group grade)15.0 to >9.0 ptsExcellentThe thesis is very clearly stated; the topic is narrowed sufficiently; the specific audience has clearly been taken into account9.0 to >6.0 ptsMeets ExpectationsThe thesis is very clearly stated; the topic is narrowed sufficiently; the specific audience has clearly been taken into account6.0 to >0.0 ptsApproaching ExpectationsThe thesis is unclear; the topic is only partially limited; the specific audience has been partially considered0.0 ptsNeeds ImprovementThe topic and thesis are unclear; no apparent attempt has been made to limit the topic; the specific audience has not been considered15.0 ptsThis criterion is linked to a Learning OutcomeForm/ Design (Group grade)5.0 to >3.0 ptsExcellentForm is visually well designed, aesthetically pleasing with appropriate use of white space, visuals, and minimal text. Color and animations are used judiciously. Theme (e.g., template) is evident throughout to produce a highly cohesive purpose. Basically free from errors (grammar, punctuation, spelling, formatting, etc.)3.0 to >2.0 ptsMeets ExpectationsForm are effectively designed with visual appeal including white space, visuals, and minimal text for the most part. Color and animations are used appropriately. Theme (e.g., template) is evident in the form for the most part to produce a cohesive purpose and/or minor errors (grammar, punctuation, spelling, formatting, etc.)2.0 to >0.0 ptsApproaching ExpectationsForm generally include a mix of white space, visuals, and/or text but not consistently and/or some overuse or inappropriate use of color or animations. Theme (e.g., template) is not consistently evident throughout the form and/or some errors (grammar, punctuation, spelling, formatting, etc.)0.0 ptsNeeds ImprovementForm generally lack visual appeal and are text-heavy with little or no visuals and/or exhibit an overuse of color or animations. Media, (e.g., images), if used, are rarely cited on each slide. No theme is evident and the form appears disjointed rather than unified and/or frequent errors (grammar, punctuation, spelling, formatting, etc.)5.0 ptsThis criterion is linked to a Learning OutcomeGoogle Notes/ Summary (Group grade)20.0 ptsExcellent“Notes” and Summary are completed ( to fully explain each criteria as a written transcript. Writing demonstrates a strong writing style basically free from grammar, punctuation, spelling, or usage errors.12.0 ptsMeets Expecations“Notes” and Summary are completed for the most part to explain each criteria as a written transcript. Writing demonstrates a strong writing style basically free from grammar, punctuation, spelling, or usage errors.8.0 ptsApproaching ExpectationsMinimal “Notes” and Summary and/ or are sporadically provided. Writing demonstrates an average writing style with some errors from grammar, punctuation, spelling, or usage errors.0.0 ptsNeeds ImprovementPresentation lacks “Notes” and summary to explain each slide and/or, if included, the notes repeat the text provided on the form. Writing demonstrates a below average/poor writing style with frequent errors in spelling, grammar, punctuation, and/or usage.20.0 ptsThis criterion is linked to a Learning OutcomeContribution to Group (Individual grade)25.0 to >15.0 ptsExcellentBased on students’ involvement in Google, group member participated fully in the project and shared the workload fairly. Contributed to the development of the presentation and assisted in editing others’ work to produce a polished presentation. Coordinated group’s efforts and/or demonstrated leadership to facilitate and achieve the project goals and meet deadline.15.0 to >10.0 ptsMeets ExpectationsBased on students’ involvement in Google, group member participated in the project and shared the workload. Contributed to the development of the presentation. Worked towards achieving the project goals and meeting the deadline.10.0 to >0.0 ptsApproaching ExpectationsBased on students’ involvement in Google, group member participated in the project but emphasis was in completing own work. Allowed others to assume leadership and/or may have not shared workload fairly towards achieving the project goals and meeting the deadline.0.0 ptsNeeds ImprovementBased on students’ involvement in Google, group member rarely participated or contributed to the project towards achieving the goals and meeting the deadline. Did not share workload fairly and/or was a disruptive influence.25.0 ptsThis criterion is linked to a Learning OutcomeCitations in APA Format10.0 ptsFull MarksAll citations are included and written in APA format on the required work cited page.6.0 ptsPartial MarksOne citation missing or citations not written in APA format.0.0 ptsNo MarksNo citations included10.0 ptsTotal Points: 100.0PreviousNext
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