The Big Picture
Different parts of sheepCRM work together to support the journeys people take through your organisation, from joining or renewing a membership to making a payment or booking an event.
Understanding this big picture helps you know what to expect and where to look when something doesn't happen as expected. The big picture below shows how the different parts of sheepCRM work together to support these journeys.
The Membership Journey
The membership journey is a great example of a very common journey. The below shows how this works in practice. It shows the expected journey, the signals you may see when something changes, and how payment sits alongside membership.
What does this mean for you as an administrator?
You don't need to remember every possible scenario. What matters is knowing how your organisation's processes should work and being able to investigate when something changes.
Understand what to expect
For each process, understand:
What does the person do?
What does sheepCRM do?
What does the administrator do?
Recognise when something changes
If something doesn't happen as expected, start by asking:
What did I expect to happen? → What actually happened?
Statuses, payments and other information in sheepCRM can help you understand where the person has reached in the process.
Know where to look
Depending on the process, you might need to check:
the contact or organisation record
membership status and associated payments
Segments and Reports
communications and automated actions
For practical help with common situations, see:
Your sheepCRM workflows
Every organisation uses sheepCRM differently.
During Your Workflows training, you’ll apply this understanding to your organisation’s actual processes, so you know what should happen, what you need to do and where to look when something changes.
Your agreed processes are captured in your Administrator Handbook, giving your team a practical reference for running sheepCRM day to day.