The pace of technology is moving so fast and evolving in such radical ways that it might be time for your perhaps here-to-fore practice of adopting technology solutions, including your CRM, on the go to yield to a more thoughtful organizational pause for a full technology audit. I know, the term sounds terrible and conjures images […]
CRM’s were designed upon the premise that we could use data to drive decision making and strategy, and we have seen that bear out first with how it informed fundraising, and increasingly with how it can inform program and organizational direction.
One size doesn’t fit all, but for too long nonprofits of all sizes have either had to settle for stripped-down fundraising CRM systems with limited functionality (and let’s face it, less than appealing user interfaces) or be roped into expensive, complex systems that were unwieldy to administer for smaller scale shops. Thankfully CRM’s are more […]
For many companies, social channels have been a nice add-on to sales efforts, but having a social strategy hasn’t quite become the norm as of yet. However, successful companies are evolving to understand how social selling has become a lifeline for every company!
There are a lot of project management software solutions out there because let’s face it, we need them! But having another stand-alone tool that may or may not integrate with your other systems is fortunately fast becoming a thing of the past. For those in the nonprofit sector seeking to embrace (and demand!) a single […]
If there is one differentiator that highlights the difference between CRM’s designed for nonprofits and all others it is gift entry. This has been one of the main reasons nonprofits have been so limited in their choices for a CRM solution, with only a few large players offering the necessary functionality to handle donations and […]
Major healthcare and larger school systems have rallied around the concept of constituent portals for their users, but typically these have had to be built from scratch and involved significant technical know-how and expense. But as of late, there are a few forward-thinking nonprofit CRM vendors out there who have opened up the constituent portal to […]
We would like to take the opportunity to provide a list of opportunities you immediately incorporate in your business to reap the benefits of CRM software automation in your business critical functions (and feel comfortable with).
Grants and major gifts have often been a stepchild consideration in CRM module design and functionality, even though this data is vital in capturing and informing almost every nonprofit’s financial performance and strategy. This limitation has lead many a nonprofit to have to create independent reporting for grants and major gifts, often generated from spreadsheets […]
I wanted to highlight the power of being able to share a calendar as one example of how communication across your sales organization can be enhanced.