Home > Tips and best practices

Tips and best practices

All our CRM advice to help you manage your business. #NoProblem

By sector

By category

How can online surveys help associations deliver better customer service

Agility - Contact Relationship Management - Data - Marketing & Communication

Each of your contacts whether they are an individual or an organisation, has their own needs. It can seem difficult sometimes to anticipate these needs and integrate them into your associations future planning. To be able to offer a complete, adapted and scalable service, you need to deepen your knowledge of your contacts needs. One of the easiest and most effective ways to do this is by using online surveys.

Tips and best practices

"In order for professional organisations to devote themselves to their defence and promotion mission, Eudonet CRM has developed software for associations , which automates certain administrative processes while ensuring a good relationship with their professional network: members, volunteers, public authorities, partners ..."

Simplify the activity of your association with the CRM

Sarah Cotton

Contact Relationship Management, Data, Digital, Legislation, Marketing & Communication

Tips and best practices

GDPR for non profits

"During recent period of lockdown, the work of the association has not stopped and the activity has continued remotely from homes. This has brought yet again attention to security of the processing of personal data."

GDPR: how does it work for non-profits?

Sarah Cotton

Contact Relationship Management, Data, Digital, Legislation, Marketing & Communication

Tips and best practices

Keep in touch with members

"If you and your permanent employees are not subject to furlough during this period of lockdown, it is essential to show your contacts that your organisation continues to operate"

COVID-19: How can associations keep in touch with their Members, Contacts and Volunteers during lockdown?

Sarah Cotton

Business & Management, Connected solution, Digital, Marketing & Communication, Strategy

Tips and best practices

CRM Specification Document

" If your plan in the coming year is to procure a new CRM solution for your association or indeed change supplier, this article is for you."

9 questions to ask when writing a CRM Specification Document?

Sarah Cotton

Business & Management, Connected solution, Digital, Marketing & Communication, Strategy

Tips and best practices

Scripting your emails

"For both recruitment and retention of members, scripting your emails can be a real time saver in the medium and long term. But do you know how to go about it ?"

Scripting your emails: how does it work?

Sarah Cotton

Business & Management, Connected solution, Digital, Marketing & Communication, Strategy

Tips and best practices

Success CRM project

"Eudonet integrates a project methodology to take control of its CRM tool. Discover the keys to the success of CRM project!"

The keys to the success of a CRM project

Sarah Cotton

Change Management, Contact Relationship Management, Data, Digital

Show all tips and best practices

Tips and best practices

Succeed in your CRM

"Think about your project upstream for a smooth implementation of the ideal CRM solution"

Succeed in your CRM: Think about your project upstream for an easy implementation of the ideal CRM solution

Sarah Cotton

Collaboration, Contact Relationship Management, Digital, Strategy

Tips and best practices

Post project animation CRM

"Your CRM project does not end when going live. Its success is measured over some time by the users' adherence to the new tool. A few simple means can be implemented to increase their support."

Post-project animation

Sarah Cotton

Change Management, Data, Digital

Tips and best practices

online survey

"As an economic development agency, your main missions are to promote your territory or business sector and offer value-added services to your economic strategy. Discover how a survey can help you improve your services and attract new companies. "

How does the online survey allow economic development agencies to offer new innovative services?

Sarah Cotton

Agility, Business & Management, Digital, Innovation, Strategy

Tips and best practices

Management events

"The organization of events is essential to your influence. Make each one a success and deal easily several strategic and operational tasks."

How to simplify the management of your events?

Sarah Cotton

Agility, Contact Relationship Management, Data, Digital, Marketing & Communication

Tips and best practices

Inbound & outbound marketing

"Marketers are moving from OUT-bound marketing to IN-bound marketing. A revolution dictated by the Internet user himself. Learn how using a CRM solution can help you reach your goals."

Are you IN or OUT?

Sarah Cotton

Contact Relationship Management, Data, Digital, Marketing & Communication

Tips and best practices

Will the email disappear

"More time consuming whilst less adapted to our business ways : emails might be disappearing in the next few years for the benefit of new tools. Discover Eudonet’s solution."

Will the email disappear?

Sarah Cotton

Contact Relationship Management, Data, Marketing & Communication

Tips and best practices

How to collaborate effectively in an association thanks to CRM?

"Charitable organisations are evolving in an increasingly digital world. CRM is the collaborative solution that can meet the challenges of fundraisers. Find out how in this article."

How to collaborate effectively in an association thanks to CRM?

Sarah Cotton

Business & Management, Collaboration, Contact Relationship Management, Marketing & Communication

Tips and best practices

Strategy CRM charity

"The 5 steps to lead an effective advocacy strategy"

Advocacy strategy: how to optimize it thanks to an adapted CRM?

Sarah Cotton

Contact Relationship Management, Data, Digital, Strategy

Tips and best practices

"Learn how Eudonet’s CRM solution can help you drive your association successfully with just 5 simple tips."

How do we make your association work easier?

Sarah Cotton

Business & Management, Contact Relationship Management, Data, Performance, Strategy

Lead nurturing

"Our previous article looked at the scripting of emailing campaigns now we look at how you can make your campaigns more effective by adding tracking links""

The effectiveness of tracking links in email campaigns

Sarah Cotton

Business & Management, Connected solution, Data, Digital, Innovation, Marketing & Communication, Strategy

Tips and best practices

Gestion des leads

"Managing leads, from their detection to their conclusion or abandonment, is a major issue for all organizations. Therefore, actions need to put in place to optimize the tracking and conversion process."

Improve lead management: Make every opportunity a growing business

Sarah Cotton

Business & Management, Change Management, Contact Relationship Management, Digital, Marketing & Communication, Performance

Saas et Clous CRM

"SaaS aims to provide IT solutions in the form of a service integrating the application, infrastructure, hosting and support. This offers many advantages. Read our article to know more."

SaaS and Cloud: don't forget the Service dimension!

Marc Thevenin

Agility, Change Management, Collaboration, Data, Digital, Innovation, Mobility

No results for your search

You don’t want to miss out Subscribe to our newsletter !