Making P-E-O Work in Your CRM

Using Tags on a Contact

Many CRM’s allow for nonprofits to use tags and create reports based on the tags
It’s important that the tags can be related to individual contacts and can be used to create a
custom report; otherwise this is not a viable option.

To Track P-E-O Using Tags

  • Using your P-E-O chart, create a standardized tag for two to three of the most important steps in the organization. For example, you may have four to five ways someone can engage at an E level in prayer, but you may only want to track one. Decide what is most meaningful to track
  • and create tags for that.
  • Add the tag to the contact record as the person begins or accomplishes the activity.
  • Create reports based on the different P-E-O categories and for individual contacts to see what to invite them to next.

Using Events

Some CRM’s allow you to track the events that contacts have participated in. It’s important that the events are related to individual contacts and can be used to create a custom report; otherwise this is not a viable option.

To Track P-E-O Using Events

  • Create a standardized list of events based on the 2-3 most important steps in the organizations PEO for the categories they most want to track. For example: “Prayer Email Chain Member”. Use the name of the event from the PEO list as the subject line or title of the event.
  • Add the event to the contact record as the person begins or accomplishes the activity.
  • Create reports based on the different PEO categories and for individual contacts to see what to invite them to next.