Customer Relationship Management Designed for Libraries
The system of record for Outreach, Liaison, and Development Librarians. Manage outreach and liaison activities in one centralized place and identify gaps in your outreach efforts.
How Does It Work?
Customizable Fields - Define the groups with which you interact. Undergraduates? Faculty? Young Adults? What about organizations or departments? Academic Advising? Vendors? City Council? Customize People and Organization types to suit your demographic.
Record Demographic-Specific Data - Define which fields to gather for each Group. For example, your Faculty Group might have a 'Tenure' field, whereas your Vendor Group might store Product Subscription info.
Define Custom Interaction Types - From email, to in person, to phone – customize your interaction types. This way, when you record an interaction with a Person or Organization, you’ll have all your communication methods right at your fingertips.
Custom Social Profiles - Each Person and Organization can have a number of Internet/Social profiles associated with their record. Add Facebook profiles, Academia.edu, Mendeley, Twitter, ORCID ID, or even a link to their profile in your institutional repository.
Integration with Springshare Tools - Integrate LibCRM with your other Springshare tools so that patron activity with LibGuides, LibCal, LibAnswers, and LibWizard is automatically recorded.
How You Can Use It!
Unified View - All users, organizations, and entities have profile pages in LibCRM. View contact details, social profiles, and relevant interaction info in one place. Enjoy a holistic view of the depth and the quality of your relationship and interactions.
View Relationships - To fully understand a particular customer, LibCRM offers a view of their inter-relationships with other users and with organizations & groups to which they belong.
Deep Data Mining - All fields can be analyzed for deep and effective mining of your demographic's needs and relationships with the library. Identify gaps in your outreach efforts or preferred communications methods for a specific user-group.
Robust Task Management - LibCRM has full Task Management functionality built-in. Administrators can assign tasks to individual librarians (singly or in bulk), and everyone can follow the progress of the library's outreach efforts.
Store Notes & Documentation - Store all your relevant documents and notes related to your users and organizations all in one place, neatly organized, and available to all authorized LibCRM accounts.