<div dir="ltr"><div class="gmail_default" style="font-family:tahoma,sans-serif">I just wanted to note that being "second in line", the Boston team has been watching this thread with great interest. The interest is partly in watching the discussion and decision making of our FOSS4G partner in action; but the bigger interest is in that we feel these tools - mailing lists; outbound email tools; CRM - are vitally important and will be a key ingredient of our mutual success in 2017. Some quick observations from the perspective of someone who will be actively involved in putting on a future event:</div><div class="gmail_default" style=""><ol style=""><li style=""><font face="tahoma, sans-serif">We fully respect and support the importance of personal privacy and email list transparency</font></li><li style=""><font face="tahoma, sans-serif">As someone who attends a large number of conferences - both open source and otherwise - I fully expect that I will be placed on the mailing list for the next conference once I register. This shouldn't be a surprise to people. And in most cases I want to be on that list.</font></li><li style=""><font face="tahoma, sans-serif">We fully support what seems to be the prevailing, two part opinion of this thread: 1) <b>Clear notification</b> that someone will be placed onto the list in the first place when they fill out the initial form; and, 2) <b>Clear and easy opt out</b> be present on any outbound messaging to that list. This seems entirely reasonable while acknowledging how important these lists are to future conference teams (like Raleigh, for FOSS4GNA 2016).</font></li><li style=""><font face="tahoma, sans-serif">As a commercial company, we implement a cloud-based CRM package for our company called <a href="https://www.zoho.com/">Zoho CRM</a>. We are quite happy with Zoho (and there are many other good choices out there), but the road to success is not necessarily straight forward. From this perspective I'd observe that every CRM comment made on this thread <i>is accurate.</i> Here's my personal take:</font></li><ul><li style=""><font face="tahoma, sans-serif">CRM's are very valuable and their capabilities go far beyond what you can do with a "list manager" and email platform like Mail Chimp</font></li><li style=""><font face="tahoma, sans-serif">That said, something like Mail Chimp <i>can </i>be used in a manner that is similar to a basic CRM. Indeed, Zoho has a module (called "Campaigns") that provides Mail Chimp functionality</font></li><li style=""><font face="tahoma, sans-serif">Taking full advantage of a CRM requires proper planning, setup and management. And most customers, including ourselves, use only a tiny fraction of the full functionality.</font></li><li style=""><font face="tahoma, sans-serif">CRM software can be friendly to the "end user" but there is backroom setup and management that requires special skills. Even with fulltime technical people, we have sought consulting to help get Zoho setup properly for certain activities.</font></li><li style=""><font face="tahoma, sans-serif">Ultimately, someone at OSGeo would need to "own" and manage the CRM. This could be challenging in an organization without a fulltime staff presence. It would be somewhat analogous to someone trying to do something that's very important and advanced with geospatial analysis on a part-time, volunteer basis, with potential months long gaps between using the tools. The alternative would be to outsource management of the CRM.</font></li><li style=""><font face="tahoma, sans-serif">That said, if OSGeo wanted to proceed with CRM, Boston 2017 would be a willing collaborator and user and could lend some of our experience to the mix</font></li><li style=""><font face="tahoma, sans-serif">In short, it would be great to have an operational CRM to support an event like FOSS4G. But, it is non-trivial to get a good CRM up and operational, and managed for the long term.</font></li></ul></ol><div><font face="tahoma, sans-serif">Thanks to all for this very useful thread and for the future help we know you will provide us over the coming months...</font></div><div><font face="tahoma, sans-serif"><br></font></div><div><font face="tahoma, sans-serif">Happy new year!</font></div><div><font face="tahoma, sans-serif"><br></font></div><div><font face="tahoma, sans-serif">MT</font></div></div></div><div class="gmail_extra"><br><div class="gmail_quote">On Mon, Dec 28, 2015 at 3:52 AM, Sanghee Shin <span dir="ltr"><<a href="mailto:shshin@gaia3d.com" target="_blank">shshin@gaia3d.com</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">Dear All,<br>
<br>
I feel that many realised the importance and necessity of CRM here in OSGeo.<br>
<br>
So, if anybody could lead and volunteer for CRM selecting, setting-up and managing, that will be really appreciated. Board could provide necessary resources, I believe.<br>
<br>
Past FOSS4G attendees, FOSS4G and OSGeo sponsors are the main customers we should manage.<br>
<br>
Kind regards,<br>
<span class=""><br>
신상희<br>
---<br>
Shin, Sanghee<br>
Gaia3D, Inc. - The GeoSpatial Company<br>
<a href="http://www.gaia3d.com" rel="noreferrer" target="_blank">http://www.gaia3d.com</a><br>
<br>
</span>> 2015. 12. 23., 오후 9:30, Steven Feldman <<a href="mailto:shfeldman@gmail.com">shfeldman@gmail.com</a>> 작성:<br>
<div class="HOEnZb"><div class="h5">><br>
> Brilliantly summarised Marc<br>
> ______<br>
> Steven<br>
><br>
><br>
>> On 22 Dec 2015, at 23:16, Marc Vloemans <<a href="mailto:marcvloemans1@gmail.com">marcvloemans1@gmail.com</a>> wrote:<br>
>><br>
>> Dear Board et al<br>
>><br>
>> Let me give an idea why some kind of CRM would be appropriate;<br>
>> - finances are managed in a financial software environment like SAP<br>
>> - code is managed in a SVN env like Trac<br>
>> - collaboration is done in eg Google Docs<br>
>> - relations are managed in a CRM<br>
>> ....however none are managed in a list !<br>
>><br>
>> It is probably a matter of dominant perspective or mental model ; if the majority of a community is financially/technically/commercially in background it tends to approach every problem with its own unique tool set. Unless a hammer is the only tool available....<br>
>><br>
>> Please let's treat the OSGeo relationship management as an important enough theme. Unless outreach and promotion are not on the agenda any more. Doing document management in a SVN environment a little while ago was already bizar enough ;-)<br>
>><br>
>> Vriendelijke groet,<br>
>> Marc Vloemans<br>
>><br>
>><br>
>>> Op 23 dec. 2015 om 02:55 heeft Sanghee Shin <<a href="mailto:shshin@gaia3d.com">shshin@gaia3d.com</a>> het volgende geschreven:<br>
>>><br>
>>> Hi Steven,<br>
>>><br>
>>> I don’t think that might be another loads of managing different lists. The core lists are only two, previous attendees and sponsors lists, 11 lists are there at MailChimp.<br>
>>><br>
>>> Cheers,<br>
>>><br>
>>> 신상희<br>
>>> ---<br>
>>> Shin, Sanghee<br>
>>> Gaia3D, Inc. - The GeoSpatial Company<br>
>>> <a href="http://www.gaia3d.com" rel="noreferrer" target="_blank">http://www.gaia3d.com</a><br>
>>><br>
>>>> 2015. 12. 23., 오전 12:45, Steven Feldman <<a href="mailto:shfeldman@gmail.com">shfeldman@gmail.com</a>> 작성:<br>
>>>><br>
>>>> Sanghee<br>
>>>><br>
>>>> I noticed that this conversation is taking place solely on Conference list so I have extended to Discussions to gain a wider range of opinion hopefully<br>
>>>><br>
>>>> I think it may be more work for FOSS4G LOCs and others to manage loads of different spreadsheet lists rather than maintaining one master database.<br>
>>>> ______<br>
>>>> Steven<br>
>>>><br>
>>>><br>
>>>>> On 22 Dec 2015, at 14:55, Sanghee Shin <<a href="mailto:shshin@gaia3d.com">shshin@gaia3d.com</a>> wrote:<br>
>>>>><br>
>>>>> Hi Steven and all,<br>
>>>>><br>
>>>>> I know MailChimp is not for the CRM. However I believe the core part of the customer relation management doesn’t lie on the CRM SW but on interaction with customers, for us it means previous FOSS4G attendees and sponsors.<br>
>>>>><br>
>>>>> As a volunteer organisation I don’t think we have enough time and resources to manage another CRM SW - whether that is open source or proprietary.<br>
>>>>><br>
>>>>> So, how about just focusing on giving thanks and asking participation to OSGeo’s activities? It will not be so frequent. I believe introducing CRM SW could be another overkill.<br>
>>>>><br>
>>>>> Cheers,<br>
>>>>><br>
>>>>> 신상희<br>
>>>>> ---<br>
>>>>> Shin, Sanghee<br>
>>>>> Gaia3D, Inc. - The GeoSpatial Company<br>
>>>>> <a href="http://www.gaia3d.com" rel="noreferrer" target="_blank">http://www.gaia3d.com</a><br>
>>>>><br>
>>>>>> 2015. 12. 22., 오후 6:58, Steven Feldman <<a href="mailto:shfeldman@gmail.com">shfeldman@gmail.com</a>> 작성:<br>
>>>>>><br>
>>>>>> MailChimp is not a CRM, it’s mailing software that works of lists that you upload. The challenge is maintaining the lists with any degree of granularity<br>
>>>>>><br>
>>>>>> I agree with Darrell that a proper CRM would be a great asset allowing us to develop a better understanding of conference delegates, list members etc and deliver more tailored marketing communications to them. There are open source solutions that we could deploy and hosted solutions that we could purchase.<br>
>>>>>><br>
>>>>>> I will stick my hand up to help (emphasis on help) with implementation if we decide to go ahead with a CRM<br>
>>>>>> ______<br>
>>>>>> Steven<br>
>>>>>><br>
>>>>>><br>
>>>>>>> On 22 Dec 2015, at 01:42, Sanghee Shin <<a href="mailto:shshin@gaia3d.com">shshin@gaia3d.com</a>> wrote:<br>
>>>>>>><br>
>>>>>>> 2015. 12. 22., 오전 9:35, Darrell Fuhriman <<a href="mailto:darrell@garnix.org">darrell@garnix.org</a>> 작성:<br>
>>>>>>>><br>
>>>>>>>> I’ve always maintained that OSGeo should maintain a CMS with sponsor contacts, conference attendees, etc.<br>
>>>>>>><br>
>>>>>>> We already have MailChimp account for managing previous global FOSS4G attendees and sponsors. It’s huge asset.<br>
>>>>>>><br>
>>>>>>>> One it’s all in place, you just have to have a policy for deciding who gets access to what, which shouldn’t be that hard.<br>
>>>>>>><br>
>>>>>>> We may add new OSGeo sponsors there to MailChimp for managing all the thing in one place. And then we may set the access rule, maybe by Board?<br>
>>>>>>><br>
>>>>>>>> But I was never able to get any traction on that. *sigh*<br>
>>>>>>><br>
>>>>>>> To reduce any other additional jobs, I suggest to make the best of MailChimp as a platform for CRM(Customer Relation Management). I believe it’s about CRM not about spamming.<br>
>>>>>>><br>
>>>>>>>><br>
>>>>>>>> d.<br>
>>>>>>>><br>
>>>>>>>><br>
>>>>>>>>> On Dec 21, 2015, at 01:20, Sanghee Shin <<a href="mailto:shshin@gaia3d.com">shshin@gaia3d.com</a>> wrote:<br>
>>>>>>>>><br>
>>>>>>>>> If sharing scope can be defined, that might also be nice.<br>
>>>>>>>>><br>
>>>>>>>>> For example,<br>
>>>>>>>>><br>
>>>>>>>>> 1. email lists collected through global FOSS4Gs, that might be only shared to next global LOC.<br>
>>>>>>>>> 2. email lists collected through regional FOSS4Gs, that might be only shared to next regional LOC.<br>
>>>>>>>>><br>
>>>>>>>>> By the way, Conference Committee, when will you add me to the conference committee members[1]? I have enough scars on my body to be added to your committee!<br>
>>>>>>>>><br>
>>>>>>>>> [1]<a href="https://wiki.osgeo.org/wiki/Conference_Committee#Current_Members" rel="noreferrer" target="_blank">https://wiki.osgeo.org/wiki/Conference_Committee#Current_Members</a><br>
>>>>>>>>><br>
>>>>>>>>> 신상희<br>
>>>>>>>>> ---<br>
>>>>>>>>> Shin, Sanghee<br>
>>>>>>>>> Gaia3D, Inc. - The GeoSpatial Company<br>
>>>>>>>>> <a href="http://www.gaia3d.com" rel="noreferrer" target="_blank">http://www.gaia3d.com</a><br>
>>>>>>>>><br>
>>>>>>>>><br>
>>>>>>>>>> 2015. 12. 20., 오전 6:10, Seven (aka Arnulf) <<a href="mailto:seven@arnulf.us">seven@arnulf.us</a>> 작성:<br>
>>>>>>>>>><br>
>>>>>>>>>> Done:<br>
>>>>>>>>>><br>
>>>>>>>>>> <a href="https://wiki.osgeo.org/wiki/FOSS4G_Handbook#Participant_Involvement" rel="noreferrer" target="_blank">https://wiki.osgeo.org/wiki/FOSS4G_Handbook#Participant_Involvement</a><br>
>>>>>>>>>><br>
>>>>>>>>>> Please feel free to add good stuff like this to the Handbook any time.<br>
>>>>>>>>>> Anybody. It's a Wiki...<br>
>>>>>>>>>><br>
>>>>>>>>>>> On 18.12.2015 09:31, Ian Edwards wrote:<br>
>>>>>>>>>>> Hi All,<br>
>>>>>>>>>>><br>
>>>>>>>>>>> All discussed here<br>
>>>>>>>>>>> <<a href="http://osgeo-org.1560.x6.nabble.com/OSGeo-Privacy-Policy-was-FOSS4GNA-Someone-is-watching-you-o-tp5241750p5241873.html" rel="noreferrer" target="_blank">http://osgeo-org.1560.x6.nabble.com/OSGeo-Privacy-Policy-was-FOSS4GNA-Someone-is-watching-you-o-tp5241750p5241873.html</a>>,<br>
>>>>>>>>>>> it would be good to get your thoughts on updating the FOSS4G Cookbook to<br>
>>>>>>>>>>> include a brief statement on email privacy.<br>
>>>>>>>>>>><br>
>>>>>>>>>>> Something along the lines of:<br>
>>>>>>>>>>><br>
>>>>>>>>>>> "by submitting your email address you consent to us sharing your details<br>
>>>>>>>>>>> for the purpose of keeping you informed of future similar events. You<br>
>>>>>>>>>>> can unsubscribe from these communications at anytime using the<br>
>>>>>>>>>>> unsubscribe links provided."<br>
>>>>>>>>>>><br>
>>>>>>>>>>><br>
>>>>>>>>>>> ===<br>
>>>>>>>>>>> Ian Edwards<br>
>>>>>>>>>>><br>
>>>>>>>>>>><br>
>>>>>>>>>>> _______________________________________________<br>
>>>>>>>>>>> Conference_dev mailing list<br>
>>>>>>>>>>> <a href="mailto:Conference_dev@lists.osgeo.org">Conference_dev@lists.osgeo.org</a><br>
>>>>>>>>>>> <a href="http://lists.osgeo.org/mailman/listinfo/conference_dev" rel="noreferrer" target="_blank">http://lists.osgeo.org/mailman/listinfo/conference_dev</a><br>
>>>>>>>>>> _______________________________________________<br>
>>>>>>>>>> Conference_dev mailing list<br>
>>>>>>>>>> <a href="mailto:Conference_dev@lists.osgeo.org">Conference_dev@lists.osgeo.org</a><br>
>>>>>>>>>> <a href="http://lists.osgeo.org/mailman/listinfo/conference_dev" rel="noreferrer" target="_blank">http://lists.osgeo.org/mailman/listinfo/conference_dev</a><br>
>>>>>>>>><br>
>>>>>>>>><br>
>>>>>>>>><br>
>>>>>>>>> _______________________________________________<br>
>>>>>>>>> Conference_dev mailing list<br>
>>>>>>>>> <a href="mailto:Conference_dev@lists.osgeo.org">Conference_dev@lists.osgeo.org</a><br>
>>>>>>>>> <a href="http://lists.osgeo.org/mailman/listinfo/conference_dev" rel="noreferrer" target="_blank">http://lists.osgeo.org/mailman/listinfo/conference_dev</a><br>
>>>>>>><br>
>>>>>>><br>
>>>>>>> 신상희<br>
>>>>>>> ---<br>
>>>>>>> Shin, Sanghee<br>
>>>>>>> Gaia3D, Inc. - The GeoSpatial Company<br>
>>>>>>> <a href="http://www.gaia3d.com" rel="noreferrer" target="_blank">http://www.gaia3d.com</a><br>
>>>>>>><br>
>>>>>>> _______________________________________________<br>
>>>>>>> Conference_dev mailing list<br>
>>>>>>> <a href="mailto:Conference_dev@lists.osgeo.org">Conference_dev@lists.osgeo.org</a><br>
>>>>>>> <a href="http://lists.osgeo.org/mailman/listinfo/conference_dev" rel="noreferrer" target="_blank">http://lists.osgeo.org/mailman/listinfo/conference_dev</a><br>
>>><br>
>>> _______________________________________________<br>
>>> Discuss mailing list<br>
>>> <a href="mailto:Discuss@lists.osgeo.org">Discuss@lists.osgeo.org</a><br>
>>> <a href="http://lists.osgeo.org/mailman/listinfo/discuss" rel="noreferrer" target="_blank">http://lists.osgeo.org/mailman/listinfo/discuss</a><br>
><br>
<br>
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<a href="http://lists.osgeo.org/mailman/listinfo/conference_dev" rel="noreferrer" target="_blank">http://lists.osgeo.org/mailman/listinfo/conference_dev</a></div></div></blockquote></div><br><br clear="all"><div><br></div>-- <br><div class="gmail_signature"><span style="font-family:arial,helvetica,sans-serif;font-size:10px"><strong>Michael Terner</strong></span><br style="font-family:arial,helvetica,sans-serif">
<em style="font-family:arial,helvetica,sans-serif"><span style="font-size:10px">Executive Vice President</span></em><br>
<span style="font-size:9px">617-447-2468 Direct | 617-447-2400 Main</span><br>
<span style="font-size:9px"><span style="font-family:arial,helvetica,sans-serif">Applied Geographics, Inc.</span><br>
<span style="font-family:arial,helvetica,sans-serif">24 School Street, Suite 500<br>Boston, MA 02108</span><br>
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