Consistent and timely communication with donors, prospects and other constituent groups is a requirement to keep them engaged with your nonprofit organization. As a successful development officer know that if you’re spending too much time at your desk following up and truly stewarding donors this can be a time-consuming process.
I’ll try and review how both you and I can look at CRM software views as a tool to support productivity with your salesforce processes.
If your work with CRM systems (which you should be without a doubt) you know that it’s a constant problem of keeping data integrity under control and one of the main problems I hear from data managers and leaders of organizations is managing duplicate records in your CRM.
When sales opportunity knocks, of course, you want to answer the door, but getting the opportunity to come a-knockin’ is always the harder part. If