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.
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.
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
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
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.
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!
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).