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.
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.
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).
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.