CRM Fundamentals

Module Overview

Gearing up to launch a petition, fundraiser or political campaign? Building a sustainable support base requires trust built through relationship development. A path of engagement and professional approach to tracking supporter relationships from prospect through to champion can greatly increase the impact of your team efforts. 

Learning Objectives

  1. Introduction to CRM deployment best practices: Data collection, structure and import
  2. Create and manage a supporter path of engagement in NationBuilder
  3. Set up access (permissions) for a distributed team and query your database to take actions and generate reports

Templates

  • CRM Deployment Preparation 

Presenters

Chris Cowperthwaite | Founder & CEO, Groundforce

Chris is an entrepreneur and ground campaign consultant. He is an expert on open team building and campaign technology for distributed community organizing. Chris conducted his graduate thesis on digital systems for peer-to-peer fundraising and has since worked with over 100 political and not-for-profit ground campaigns in Canada and the United States.

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Founder & CEO, Groundforce Digital – Ground Campaign Experts
www.groundforce.io
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Groundforce Digital helps associations and movements build lean project teams that run innovative participant-driven campaigns to fuel growth and drive change. Consulting services include:

- Strategy: The Groundforce® strategy process results in your campaign plan, including budget, timeline and core messages. 
- Team Building: Groundforce helps you build an open team and draws on a network of campaign and creative professionals to deliver the talent to succeed.
- Groundforce® Workshop: Groundforce surveys the campaign tech marketplace, tests new products and delivers a suite of the top tools & training for your team.

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Chair, Open Democracy Project
www.opendemocracy.team / www.democracykit.org
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The Open Democracy Project is a citizen-led community working to empower everyday citizens to drive change through political action. Its flagship project, DemocracyKit, shares expert advice and campaign technology with any campaign team running for municipal office and maintains an open online library to build on that knowledge from one election to the next. 

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Other Community Service
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Chris is the Loran Scholars Foundation Alumni Coordinator in the Greater Toronto Area. Chris served as a Board Director at the Loran Scholars Foundation from 2013 - 2015 and Ten Oaks Project from 2008 - 2010. He holds an MBA from the Schulich School of Business (York University), a B.Sc. (Honours) and Diploma in Peace and Conflict Studies from the University of Waterloo, and is a Jostens Loran Scholar ('99).