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Great Online T ech Grow your Rotary Club by using the right tools 06/26/202 2 © Heatherstone, LLC. www.heatherstone.com
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Heatherstone http://heatherstone.comSoftware, database, management, and search engine marketing consulting to businesses and professionals who prefer innovation to infrastructure. Rockville Innovation Center155 Gibbs Street, Suite 530Rockville, Maryland 20850888.716.1521 Like us at Heatherstone on Facebookhttp://on.fb.me/HeatherstoneWebFollow us @HeatherstoneWeb on Twitter: http://twitter.com/HeatherstoneWeb
Transcript of Online tools
04/08/2023
© Heatherstone, LLC. www.h
eatherstone.com
Great Online Tech
Grow your Rotary Club by using the right tools
04/08/2023
© Heatherstone, LLC. www.
heatherstone.com
Keys
to G
row
th
Setting goals Internal communicationTracking progressConsistent follow-upExternal outreachShared information
04/08/2023
© Heatherstone, LLC. www.
heatherstone.com
Core
Tools Email systemCustomer relationship
manager (CRM)Project tracking
04/08/2023
© Heatherstone, LLC. www.
heatherstone.com
Em
ail
Sys
tem
Google Apps It’s free Includes more than just
email Direct connection to domain
name Supports groups and
nicknames google.com/apps Piggyback on a member’s
system Consider newsletter tool
for larger mailings
04/08/2023
© Heatherstone, LLC. www.
heatherstone.com
Sett
ing U
p E
Start with an at least
an administrator accountCreate groups for each
roleCreate general groups
for members and “friends”Collect email addresses from every
visitor and guest
04/08/2023
© Heatherstone, LLC. www.
heatherstone.com
New
slett
er
Tool
Use when your outreach
email becomes very large
Supports anti-spam features, like managed
unsubscribe Provides tracking and
measurement tools Examples: Mailchimp Constant Contact Campaign Monitor
04/08/2023
© Heatherstone, LLC. www.heatherst
one.com
04/08/2023
© Heatherstone, LLC. www.
heatherstone.com
Cust
om
er
Rela
tionsh
ip
Manager Track people, contact
information, and last
contactKnow your visitors and
guestsEnable good follow-up
04/08/2023
© Heatherstone, LLC. www.
heatherstone.com
CR
M O
pti
ons
Google Apps Spreadsheet
Still free! Easy to use Sharable online Poor contact tracking
Highrise by 37 Signals $24-99/month Easy to use Sharable online
Great tracking highrisehq.com Various CRMs via Google
Marketplace
04/08/2023
© Heatherstone, LLC. www.heatherst
one.com
04/08/2023
© Heatherstone, LLC. www.
heatherstone.com
Proje
ct T
rack
ing
Beyond contacts, manage your goals
Track tasks, milestones, and assignmentsKeep membership
committee in touch and accountable to each other
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heatherstone.com
Proje
ct O
pti
ons
Google Apps Sites Still free! Fairly easy Sharable online
No structure Basecamp by 37 Signals
Free-$149/month Easy to use Sharable online
Great tracking basecamphq.com Various project tools via
Google Marketplace
04/08/2023
© Heatherstone, LLC. www.heatherst
one.com
04/08/2023
© Heatherstone, LLC. www.
heatherstone.com
Conta
ct
Presenter:Aaron [email protected] Innovation Center
155 Gibbs Street #555Rockville, MD 20850
www.heatherstone.com
