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?
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.
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 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.
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.
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.
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 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
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.
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.