Tech Soup

OCTOBER 16, 2012

2 for 1, free white paper, or enter them for the raffle. When giving a webinar, if your product is applicable, ensure that you offer a demo. Having your webinar integrate with your CRM platform allows for a quicker follow up call to further engage your users. Do NOT schedule it for more than an hour.

CRM 55

CRM Media Readiness Training 55

Tech Soup

JANUARY 8, 2013

With either scenario, there are many ways to get started, so please check out my colleague David Lamb’s white paper, The Basics of Prospect Management. The idea is for gift officers to see this as a useful tool and not a technically difficult software application.

Metrics 44

Metrics Utilities Electronics Software 44

OneCause

JULY 7, 2022

What’s the process for recording offline gifts get in your organization’s CRM? A vendor’s practices should completely align with all applicable legal requirements, as well as the nonprofit’s data privacy and security standards. How many people are involved in that process, how long does it take, what happens to the original paperwork?

Policies 59

Policies Policy Pass-Through Budget 59

Double the Donation

SEPTEMBER 13, 2021

UC Innovation is a powerful provider of innovative CRM solutions and consulting services with a focus on higher ed institutions. Salesforce is a cloud-based platform that provides customer relationship management services along with a suite of enterprise applications focused on marketing solutions, customer service, and more.

Fundraising 52

Fundraising Education Software Donation 52