Thursday, August 27, 2015

Dynamics CRM for Political Campaigns

With the presidential campaigns taking so much of our national attention, I have been think about how candidates can benefit from customer relationship management technology.

My company InfoStrat has implemented Microsoft Dynamics CRM to provide constituent management, executive scheduling and correspondence management for elected officials such as governors and county commissioners.

Candidates have similar requirements to communicate with voters as elected officials . These communications come from multiple channels, including website forms, emails, in-person meetings and, yes, even letters.  Dynamics CRM and Parature allow you to respond in kind, using the appropriate communications channel.  With ClickDimensions email marketing automation, you can create richly formatted emails and event invitations, and track responses in Dynamics CRM.

Communications should be handled consistent with the policy positions of the candidate and often require escalation and staff action to respond to requests. You can publish a knowledge base of candidate positions and documents, and organize them for easy searching and browsing.




Dynamics CRM social capabilities allow you to track voter sentiment and social engagement. 

Political candidates also have requirements to comply with federal and state election laws, so tracking relationships with donors is vital.  Integration with your campaign contribution system helps ensure compliance and associate activities with donors. 

CRM gives a 360 degree of people which interact with the campaign. Their role and relationship can change over time, such as contributing, volunteering, or even taking a staff position after a successful election bid.

You can use Dynamics CRM to sign up volunteers and track their activities.  With a portal like PortVue, volunteers can sign up online.

Mapping capabilities of Dynamics CRM offer visualizations to show where donors and supporters are located.

Getting organized and communicating clearly and consistently are important to political campaigns, so Dynamics CRM is a tool that can help you get elected. 


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