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To make faster and more intelligent business decisions, close to 70% of organizations plan to continue or increase their investments in CRM technology in the coming year, according to Kate Leggett, Vice President and Principal Analyst at Forrester. She is a leading expert on CRM strategy, maturity, benchmarking, and return on investment.
Customer Relationship Management (CRM): Manage customer interactions, sales pipelines, and business relationships efficiently. Video Conferencing and Webinars: Select a host that offers virtual meetings, webinars, and live events with interactive features. Grants to Advance Diversity in Entrepreneurship and Investment!
You might have noticed: AI is everywhere. You can barely go a day without hearing about ChatGPT or new AI tools, and for good reason—it’s reshaping our world and how we work in countless ways. The Benefits of AI to Major Gift Fundraisers Fundraising is an industry that faces high stress and burnout.
But you do have evidence in your fundraising CRM. To request a post-election gift, rely on data in your fundraising CRM, your relationship with the donor, and your experience as a gift officer to determine the right ask amount, the right timing, and the right messaging. Did they make their first (only) gift during the election cycle?
Nonprofit leaders often have an all-or-nothing response to the question of using artificial intelligence (AI) tools. Either they’re all in from the start—“What if AI solves all our problems?”—or or they opt out before they even understand what AI could do for them. How Will AI Help Your Team? That’s okay, too.
If you work for a nonprofit and want to learn how to use artificial intelligence (AI) and low-code automation to create your own digital solutions, applications, dashboards, and workflows, you are not alone. But what is low-code and how is it related to AI? What Is Low-Code and What Does It Have to Do with AI?
In our webinar with grantmaking consultant Lisa Tacker, she highlighted the importance of data governance for grantmakers and how to incorporate it into your organization. For example, have your grant application automatically pull data into your CRM instead of having to manually enter or update contact records each grant cycle.
Does your organization use Microsoft Dynamics 365 as your CRM? Join us on May 29th for a webinar aimed at empowering nonprofit organizations to elevate their online fundraising efforts through the transformative power of AI and Microsoft Fundraising & Engagement. Issue 198 Happy Tuesday, Fundraisers!
To identify who your mid-level donors are, you can leverage your CRM or donor database to track giving patterns, engagement, and communication history. They’re not just writing a check and walking away; they believe in your mission and often have the capacity and desire to do more.
But you and I know it’s critical to maintain a robust and up-to-date CRM. PRO TIP: Don’t be afraid to experiment with tools using automation (Power Automate) or AI to free up time later. Check out the K–12 Fundraiser webinar series , free and on-demand. We work hard to transform basic input into high-quality data.
Save time with a nonprofit CRM to automate tasks, centralize data, and improve donor outreach. Use AI to help your team write different communication templates for your campaigns. Segment your donors by their behavior by reviewing donor data collected from CRMs, fundraising platforms, and social media.
Zoom is a video conferencing platform that you can use to facilitate digital meetings, create breakout rooms, and stream webinars, and other types of events. Here are two solutions specifically for nonprofit organizations: Neon One has specific CRM software dedicated to managing your event and its volunteers.
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