The Business Case for Devoting Resources to CRM Management
In today's competitive business landscape, managing customer relationships is paramount to sustained success. Customer Relationship Management (CRM) systems have emerged as powerful tools to streamline processes, enhance customer satisfaction,…
20 Example ChatGPT Prompts Nonprofits Can Use
In the world of nonprofits, meaningful conversations can be both insightful and enjoyable. In this blog post, we've gathered 20 laid-back prompts that will ignite engaging discussions around the business side of nonprofits. From fundraising…
20 Essential ChatGPT Prompts for Business Conversations
Are you ready to harness the power of ChatGPT for your business discussions? In this blog post, we present you with 20 essential prompts that will ignite engaging conversations about various aspects of the business world. Whether you're a budding…
Getting Started with ChatGPT: How to Talk to AI in Simple Terms
Have you heard about ChatGPT, the smart AI that can have conversations with you? If you're new to this, don't worry! In this blog post, we'll explain what a ChatGPT prompt is, why it matters, and how you can use it to have better chats with…
Fundraising Unleashed: How Nonprofits Can Harness ChatGPT for Success
Welcome to the future of fundraising, where the power of technology meets the heart of nonprofit organizations. In this blog, we'll explore the exciting possibilities of using ChatGPT, an advanced language model, to revolutionize the way nonprofits…
Automating Nonprofits with a Dash of Humor: Bringing Efficiency and Laughter Together!
Welcome to a whimsical journey through the nonprofit industry, where automation and humor unite to revolutionize the way we make a positive impact on the world. In this blog, we'll explore how nonprofits can leverage automation…
The Art of Sales Automation: Crushing Targets and Laughing All the Way!
Welcome, to a world where sales automation reigns supreme, and laughter is the secret ingredient to achieving sales success. In this blog, we'll take a light-hearted dive into the wonderful world of sales automation, exploring how humor can…
#Facts: Difference Between A Database and a CRM
CRM (Customer Relationship Management) and a database are both essential tools for managing and organizing information, but they serve different purposes and offer distinct functionalities. Let's break down the differences between CRM and a…
Unleash Your Inner CRM Jedi: Discover the Best Zoho CRM Training Resources Online!
"May the Zoho be with you!" If you're ready to become a CRM master and conquer the galaxy of customer relationship management, you've come to the right place. Zoho CRM is your trusty lightsaber, and in this blog post, we'll reveal the top online…
Salesforce Trailhead: Unlocking the Path to Success in the Salesforce Ecosystem
In today's digital age, businesses are constantly seeking innovative ways to streamline their operations, enhance customer experiences, and drive growth. Salesforce, a renowned customer relationship management (CRM) platform, has emerged as…
Investing in Software Training for Your Team is Mission Critical
Having worked for a few nonprofits in my time, I have seen first hand how lack of training stimies the power of technology in your operations schema, particularly as it relates to your nonprofit CRM software. It's hard enough to do the product…
Zoho CRM Marketing Automation (The Complete Guide)
What is Zoho CRM Marketing Automation?
The role of CRM marketing automation has moved from being a luxury item within CRMs to an imperative and is one of the key ways to increase productivity throughout your organization. Thankfully a few of…
65+ eCommerce Statistics for 2019 and Beyond
Ecommerce is one of the biggest industries in the world. In the US alone, it makes up 2.4% of last year's GDP. That’s a very huge chunk, amounting to over $500 billion.
So, if you’re an online retailer, it pays to know more about the industry you’re in. This will help guide your decisions and strategies around your business.
How to Overcome the Amazon Effect
As we mentioned above, the main reason why Amazon is continuously growing is they focus on their customers. They make it easier for them to buy the things they want. And by focusing on their experience, they are slowly changing buyers’ behaviors and expectations.
As an online retailer, if you don’t learn from what Amazon is doing and where the industry is headed, you’ll get left behind.
5 Things to Consider Before Selling on Amazon
Amazon accounted for 33.7% of all eCommerce sales for a total of USD 232 billion in net sales in 2018. As an eCommerce site owner, you’re probably already selling on Amazon. And if you’re not, the thought has probably occurred to you more…
3 Critical Challenges of Online Retailers and How to Overcome Them
The challenges of online retailers continue to grow. Amazon continues to dominate the online marketplace. In 2018, it accounted for 33.7% of all e-Commerce sales for a total of USD 232 billion in net sales.
According to the US Commerce Department,…
When Considering A New Nonprofit CRM... (Yes, another one of those posts)
I know we all hear about CRM and how your organization should have one, however, let me pose a question to you what are you taking into consideration when making this decision?
Powerful Segmentation Tips For A Successful Appeal Season
The best person to answer the question, ‘How do I find the right people to target?’, should be you. These questions are answered by looking at who interacts with your organization and why; from there you can build targeted campaigns to make sure you are getting the right information to the right people.
How To Touch More Leads And Develop More Relationships In Less Hours
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.
Moves Management Is An Organization Wide Initiative In Your Nonprofit
Moves Management is not something that Development makes a priority or work on. Moves Management is an organization-wide initiative that everyone in the organization has to embrace and understand.
Understanding Your Sales Pipeline Using Forecasting Reporting
Being able to determine how your sales pipeline is performing throughout the year can be challenging to understand without clear and simple reporting.We would like to encourage you to PAUSE for a moment and develop a visual representation of your sales pipeline.
Managing Users, Roles, and Profiles In Zoho CRM (2019)
Security Control, found within Setup is where you can customize each User’s permissions to the different data, features, and modules within Zoho CRM using Roles and Profiles.
In every organization's CRM considerations of democracy (every…
CRM System Management Tips and Trick You Can Use (2019)
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.
Using (Free) Third Party Applications Like Eventbrite To Work Smarter As A Nonprofit
The use of third-party application has to be a strategy that your nonprofit organization has to embrace. Trying to build a custom application or purchasing huge systems from your database provider that cost tens of thousands of dollars to have can't be part of your strategy to do more with less.
The Death of Data Entry: How Your CRM Should be Entering its Own Data
Heretofore data entry has been a necessary evil of the having a CRM; it’s also one of the major reasons most of your staff aren’t using the most powerful tool in your fundraising and operations arsenal. So for mission’s sake, the death…
The New Imperative of CRM Automation and Why It's Time for Nonprofits to Embrace It
The role of automation has moved from being a luxury item within CRMs to an imperative and is one of the key ways to increase productivity throughout your organization. Thankfully a few of the CRM’s out there designed for nonprofits have…
Duplicate Records In Your CRM System: A Nightmare and a Solution
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.
Fundraising Automation: Using CRM Integrated Web Forms For Data Collection
The process of collecting data is an easy one to suggest throughout your organizations. However, the task of collecting organizing and using it to make business decisions can be a challenge. With so many activities happening throughout the organization, it can be overwhelming to try to collect it all, not to mention getting that data into the system in a healthy format.
Opportunities Boards - Increase Your Chances of Sales Opportunities Knocking
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 you haven't used an Opportunities Board before, this can be a great way to get your arms around…
Business CRM Software: Why Your Company is Due for a Technology Audit
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…
Why You Need Real-Time Data In Your CRM System and How to Get It
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.
Why Your Fundraising CRM Software Should Be Built to Scale
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,…
How Social Selling Has Become a Lifeline for Every Company
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!
Why the Best Project Management Software May be in Your CRM
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.…
Gift Entry is a Key Differentiator in Nonprofit CRMs
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…
Cloud-Based Constituent Portals for the Rest of the Nonprofit World
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,…
The Benefits Of CRM Software Automation In Your Business
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).
A New Era in Grants and Major Gift Tracking - One More Value of a Centralized CRM
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…
Shared Calendar Just One Example of Enhanced Communication Flows
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.
Market Segmentation...Why Being Seen Matters
Market segmentation is an important way to ensure your nonprofit is keeping it’s messaging relevant to your donors by considering which subgroups there may be within your donor pool, including those who are still just prospects. For example,…
Mail Merge…Why Paper Persists And How It Can Evolve
Is your organization sheepishly still sending out mail merge paper acknowledgments and direct mail campaign letters via snail-mail despite the cost, waste and general signal it sends to your donors that you might still be operating in the land…
Webforms Bring The Magic Wow In CRM Efficiency Gains
I have often thought I was suffering from magical thinking in expecting that I could just put a custom designed webform on a site and have the information captured there flow seamlessly into my nonprofit CRM software without any coding required to set up the form and without any high maintenance importing.
CRM Customization - A Right Not A Privilege For Nonprofits
When looking for CRM options many nonprofits find themselves with two problems, and they both relate to customization. One, there are simply not that many CRM’s tailored to the unique needs and requirements of nonprofits, and two, many of…
Setup Should Not Be Scary - Configuring Nonprofit Vertical CRM Personal Settings
As rule, the day you begin with the Setup tab in your new CRM should feel more like your birthday than Halloween. That is to say, you should be experiencing the joy of the gift given, rather than the surprise of monsters jumping out at you with…
The 5 Zoho Products Every Nonprofit Can Benefit From
In an effort to help with making this decision I would like to make a few suggestions on the products from the Zoho Suite that are cost-effective and easy to implement and use.
Rebels Rebelation - I Challenge You to Generate Revenue Not Earn it
In this video, Rebel Saffold III, CEO of Lebertech, talks about how moving your business or organization from an "Earn" model to a "Generate" model with support growth and more dollars coming in the door.
You're Special, but Your Problems are Not
Over this time I've come to realize that the problems most nonprofit organizations have are not unique. You may feel your organizations has challenges with systems and processes that no one else has but your wrong.
Finding New Viable Donor Prospects Using Zillow
If you’re an organization that has taken the opportunity to invest in a prospect screening of a group of constituents or screened your entire database then I’m sure you have taken into consideration the value of the prospects home when determining the potential capacity of a major gift.
Convert Your Website Into Free Prospect Researcher
With that in mind, it was a priority for Nonprofit Vertical CRM to turn that resource into a tool for identifying opportunities with your constituent. Though your website is a cost to your organization, the thought of having it work for you (or heck get a Return On Your Investment) is something not considered.