[Chapter-delegates] AMS celebration day 2024 [was Re: Happy third anniversary MemberNova initiative]

[Andrew Sullivan]

Dear colleagues,

On Mon, Mar 18, 2024 at 12:27:43PM +0000, Olivier MJ Crépin-Leblond via Chapter-delegates wrote:
>
>At 4:30 Andrew Sullivan, standing in to deliver the Managing 
>Director's report (until this position is filled), explained that 
>Fonteva, because it is based on SalesForce is being developed as a 
>Customer Relationship Management (CRM) Tool which is being built 
>behind the scenes with a dashboard being turned on in Q2, "...which 
>will make things somehow easier".

If that is what I said, it is a little confused.  My point was rather that Fonteva is built inside Salesforce, and Salesforce is _also_ a CRM.  The Fundraising team is building their dashboard inside Salesforce.  There are certain advantages to Fonteva having been built inside Salesforce, not least of which is that the AMS and the CRM that we use for fundraising (among other things) can share a common back end, which ensures consistent data handling and policy enforcement and so forth.

>I wonder if the idea was to have a CRM System for the Internet Society 
>Foundation to administer grants and being able to scale up.

No, Fluxx is used for _outbound_ philanthropy.

>Since the Internet Society Foundation is actively searching for 
>funding opportunities, it would make sense to implement a CRM system 
>for this.

Yes, the Fundraising team, which lives in the Foundation, is going to depend on the CRM.

>But then comes the question: was the first aim to get a CRM system for 
>the Internet Society Foundation and the side add-on to have a 
>replacement for the AMS, or the other way around?

The other way around, though it was pretty obvious once Fonteva became the leading contender for the AMS that our CRM would almost certainly be Salesforce.  It is worth reminding everyone that the selection of Fonteva took a very long time partly because we consulted pretty heavily with the community on the topic, and Fonteva emerged a clear favourite in part because of that community reaction to the options we had.

Best regards,

A

-- 
Andrew Sullivan, President & CEO, Internet Society
e:sullivan at isoc.org m:+1 416 731 1261
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