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.
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
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).