Business planning in nonprofit: laying the ground for customer relationship management in Instituto de Empreendedorismo Social

A Work Project, presented as part of the requirements for the Award of a Masters Degree in Management from the NOVA – School of Business and Economics

With a growing scope of business, IES felt the need to better structure its internal information and processes so a one-on-one communication strategy with its stakeholders, a key competitive advantage, could be maintained. This work project intends to lay the ground for CRM implementation in IES, reviewing the literature on relationship marketing and analyzing the environment and context in which the institute functions and its day-today operations. The results suggest that IES could benefit from the implementation of the Salesforce.com CRM cloud-based software, creating interrelated databases for its three main groups of stakeholders – social entrepreneurs, social initiatives and entities.