Tech Soup

APRIL 3, 2012

On March 22, TechSoup hosted a lively discussion with Shawn Michael and Sri Remala on Microsoft Dynamics CRM. You can now view the archive of the webinar, Cultivating Donor and Client Relationships with Microsoft Dynamics CRM. Microsoft Dynamics CRM Resources. Nonprofit Solution for Microsoft Dynamics CRM.

CRM 55

CRM Application Applicant Consultant 55

DH Leonard Consulting & Grant Writing Services

JULY 26, 2024

While potentially a bit biased, I thought their tips regarding how your CRM can help with your grant seeking were right on point. It’s a great reminder that the CRM system you use has the potential to support all elements of the Grant LIfe Cycle: Readiness, Research, Relationships, writing, and Reporting. Segmentation.

CRM 52

CRM Grants Grant Grant Writing 52

Blackbaud

JANUARY 28, 2025

They must work with advancement teams to understand scholarship funding, find students who fit donors specific requirements, shepherd those students through the application process, manage scholarship review committees, disburse awards, and report back to the donors how their funds were utilized.

Award 80

Award Management Software Utilities 80

Candid

JANUARY 28, 2025

Smaller shares of grantmakers providing technology and tools, unrestricted funding The good news is that a significant majority of funders are now committed to streamlining grant applications (67%) and reporting processes (56%). Will a CRM system help you track your beneficiaries more effectively?

Funding 87

Funding Nonprofit Budget Strategic Plan 87

Blackbaud

MAY 1, 2024

Personalize outreach based on data from your CRM, such as Blackbaud Raiser’s Edge NXT The data you collect from your optimized form and from your CRM can inform your strategy for developing highly targeted email campaigns. This will help you plan and deliver content personalized for your specific recipient.

CRM 115

CRM Donation Retainer Software 115

Tech Soup

OCTOBER 12, 2012

Our partners in Australia, Connecting Up , spent the month of September educating Australian nonprofits on constituent relationship management (CRM) tools and resources. CRM services or applications can help organizations better interact with their donors, volunteers and other important contacts. More CRM Resources.

CRM 50

CRM Consulting Consultant Consulting 50

Tech Soup

MARCH 20, 2012

Microsoft Dynamics CRM. That is where Microsoft Dynamics CRM. It is built on the Microsoft Dynamics CRM platform and not only. Microsoft Dynamics CRM Nonprofit Solution provided a. So, how can you use CRM to tame your data? Find out more about the nonprofit solution for Microsoft Dynamics CRM.

CRM 52

CRM Grant Management Management Software 52

Ann Green's Nonprofit

AUGUST 27, 2024

You can do this by sending out surveys or examining the data in your nonprofit constituent relationship management system (CRM). Just as a spa might purchase massage software , your nonprofit can invest in a robust fundraising platform , nonprofit CRM, volunteer management software, or any other solution that aids you in your work.

Nonprofit 156

Nonprofit CRM Software Donation 156

Blackbaud

DECEMBER 14, 2023

You want applications from organizations that align to your mission, but the frequency of the requests can easily bog down your processes if you aren’t careful. To avoid overwhelming your team, standardize how you receive and process grant applications at your organization. And what is the workflow once an application is received?

Grant Management 116

Grant Management Management Grants Grant 116

Blackbaud

JUNE 24, 2024

Know the regulations that apply to your industry and identify the data that might be applicable to those regulations. 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. AI and machine learning are tools.

Government 116

Government AI Application Applicant 116

Candid

JANUARY 9, 2025

I truly hope that nearly five years after the entire sector was forced to navigate office shutdowns, shift programs and services online, and streamline grant applications and reporting, I dont need to make the case that technology is central to philanthropic and nonprofit organizations mission and programs.

Policy 52

Policy Policies Strategic Plan Budget 52

DH Leonard Consulting & Grant Writing Services

DECEMBER 6, 2024

Note from Diane: You know how passionate our team is about thinking about your grant management work (your post-award work) to help strengthen your grant applications (your pre-award) work. Many grantmakers request a proposed budget along with grant applications to show youre thinking about these goals from the start.

Finance 52

Finance Grant Management Management Grants 52

Tech Soup

JANUARY 26, 2015

In that spirit, here are some leading open-source solutions in three categories relevant to nonprofits: CRM. CiviCRM is an open-source nonprofit-focused CRM system with powerful features for campaigns, fundraising, event planning, contact management, and case management. Image 3 : Max Griboedov / Shutterstock. spanhidden.

CRM 76

CRM Software Nonprofit Management 76

Tech Soup

JANUARY 27, 2014

Your organization has a well-maintained CRM of all your donors and supporters — but does your CRM know who among your supporters lives in the districts represented by the most undecided legislators? Many companies like Twilio and Tropo offer APIs to integrate phone call and text message features into your web applications.

CRM 67

CRM Application Applicant Pass-Through 67

Get Fully Funded

DECEMBER 17, 2024

Choose language specific to giving (submit my donation or donate [$XX]) over more general terms (submit) where applicable. Gather relevant information to add to your CRM. Store their responses in your nonprofits CRM database to provide a better experience for donors. Optimize the submit button. Showcase the impact of donations.

Donation 52

Donation CRM Media Software 52

Tech Soup

DECEMBER 19, 2016

Cloud-based applications are more secure from cyberthreats than a typical nonprofit server environment is. Cloud applications are updated frequently, and teams of skilled cybersecurity engineers use sophisticated software to watch over datacenters. So many charities do fieldwork that this really is a significant benefit.

CRM 62

CRM Software Application Applicant 62

Blackbaud

FEBRUARY 26, 2024

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. Open APIs allow you to connect your CRM data to any platform that supports them.

AI 105

AI Fundraising Software Application 105

Tech Soup

NOVEMBER 24, 2014

Caspio's rapid application development platform empowers nonprofits by enabling nontechnical users to create custom cloud applications without coding, and at a fraction of the time and cost of traditional development methods. cloud applications nonprofits cloud computing data databases' Embrace the Cloud. spanhidden.

Application 65

Application Applicant Budget Nonprofit 65

Tech Soup

SEPTEMBER 2, 2015

Constituent relationship management (CRM) tools can help you keep track of donors as well as your organization's other constituents. Bloomerang is a cloud-based CRM (constituent-relationship management program) that lets you capture new donors and donations through email and annual appeal letters. Donor Management Tools.

Grantstation 68

Grantstation CRM Fundraising Grant Management Software 68

Tech Soup

OCTOBER 18, 2011

When you need to share this information and create processes to be followed, you are ready to graduate to a CRM system. This is why CRM applications have enjoying such wide acceptance. But, is it time for your organization to take the next step with CRM technology? What Does CRM Mean? You're a CRM rock star!

CRM 48

CRM Nonprofit Mentor Management 48

Blackbaud

JANUARY 17, 2024

Work with your team to review and document each of your funding programs, including the number of grantees, timelines, and applications for each. Include who is involved in those application reviews and how decisions are made. Also look for ways your system can tap into repositories such as Candid to simplify your application process.

Grant Management 98

Grant Management Management Grant Management Software Grants 98

DH Leonard Consulting & Grant Writing Services

SEPTEMBER 23, 2022

Managing multiple grant applications at once can be challenging for even seasoned nonprofit professionals. Grant management requires keeping track of multiple moving parts, including deadlines, points of contact, unique application requirements, financial reports, and other documents that vary by grant. . Grant Management Software.

Grant Management 52

Grant Management Software Management Grant Management Software 52

Tech Soup

AUGUST 23, 2011

I can migrate their Microsoft Access applications to a free Salesforce account. Now they have no need for local applications or data. They can take them anywhere they need, access all their applications and data, never worry about malware, backups, disaster recovery, etc. CRM in the Cloud: Right for Your Organization?

CRM 64

CRM Manufacturing Application Applicant 64

Candid

JANUARY 9, 2025

I truly hope that nearly five years after the entire sector was forced to navigate office shutdowns, shift programs and services online, and streamline grant applications and reporting, I dont need to make the case that technology is central to philanthropic and nonprofit organizations mission and programs.

Policy 98

Policy Policies Strategic Plan Budget 98

Tech Soup

SEPTEMBER 6, 2013

For example, a customized CRM (Constituent Relationship Management) system can help the nonprofit better communicate with their constituents, identify recurring donation opportunities and track progress. With the Caspio cloud database platform, users are empowered to create custom data-driven applications without coding.

CRM 58

CRM Nonprofit Management Application 58

Blackbaud

FEBRUARY 15, 2024

Do you have an all-in-one payments system? A unified payment system that improves the overall online donation experience will integrate seamlessly with your entire tech stack—including fundraising, CRM, ticketing, and fund accounting software—allowing for easy processing of card transactions and simplified reporting. 

Donation 105

Donation Nonprofit CRM AI 105

Tech Soup

FEBRUARY 23, 2015

When your constituent relationship management (CRM) systems and databases are in the cloud, you can access all of your important contacts and information from any computer. Bloomerang is a cloud-based CRM that lets you capture new donors and donations through email and annual appeal letters.

CRM 62

CRM Management Consulting Consulting 62

Pamela Grow

MARCH 14, 2024

Hard skills are measurable technical skills or certifications such as CRM management proficiency. This shows respect for your candidates’ time and efforts and lets them know whether you are actively considering their application. Ensure your job descriptions are comprehensive by covering the following items: Soft and hard skills.

Nonprofit 130

Nonprofit Retainer Training Burnout 130

Pamela Grow

MARCH 14, 2024

Hard skills are measurable technical skills or certifications such as CRM management proficiency. This shows respect for your candidates’ time and efforts and lets them know whether you are actively considering their application. Ensure your job descriptions are comprehensive by covering the following items: Soft and hard skills.

Nonprofit 130

Nonprofit Retainer Training Burnout 130

Tech Soup

SEPTEMBER 29, 2011

As I look back, one of the things we dreaded most was wrapping up after each webinar – particularly the time-consuming task of getting registration and attendance data out of our webinar platform and into our CRM system. So far, we’ve had great feedback on the application from our early access testers. Ready to get started?

CRM 47

CRM Application Applicant Training 47

The Fundraising Coach

AUGUST 27, 2024

Use a Robust CRM A robust constituent relationship management (CRM) system will aggregate donor data , making it easy to derive insights that could influence your marketing and fundraising strategies. Your CRM will allow you to set permissions, so controls can be placed over different sections and types of data.

Fundraising 52

Fundraising CRM Nonprofit Demographics 52

Qgiv

SEPTEMBER 2, 2024

In fact, 67% of nonprofits use a CRM. Charity Engine | Nonprofit software with direct mail solutions CharityEngine is a CRM and fundraising platform designed to streamline operations for nonprofits of all sizes. Donor management software enables you to organize your donor information, track gifts, and strengthen your donor engagement.

Software 98

Software Nonprofit Management CRM 98

Tech Soup

FEBRUARY 23, 2015

When your constituent relationship management (CRM) systems and databases are in the cloud, you can access all of your important contacts and information from any computer. Bloomerang is a cloud-based CRM that lets you capture new donors and donations through email and annual appeal letters.

CRM 52

CRM Management Consulting Consulting 52

Blackbaud

JUNE 12, 2024

Work with a company that complies with Payment Card Industry Data Security Standards (PCI DSS) and Payment Application Data Security Standards (PA-DSS), at a minimum. The Nonprofit CRM Built for Fundraisers Find out how Blackbaud’s Raiser’s Edge NXT® fits your organization. Simple solutions: Use industry-standard safeguards.

Donation 119

Donation Policy Policies Media 119

Tech Soup

MARCH 20, 2012

Particularly important for smaller nonprofits and libraries, troubleshooting problems, maintaining your technology, learning new tech skills, and increasing the effectiveness of every day applications can help keep you ahead of the curve and help avoid problems down the road. DIY blogging. Pacific time. DIY Software Learning Resources.

IT 56

IT Onenote Training CRM 56

Tech Soup

FEBRUARY 3, 2014

It involves expertise like the ability to find applicable and valid supporting data from other data sources. A quarter of organizations have a custom database, and less than 10 percent have a more modern CRM or case management database. Microsoft Dynamics CRM Nonprofit Donations on TechSoup.

CRM 64

CRM Nonprofit Insurance Insurance 64

Tech Soup

SEPTEMBER 20, 2010

It seems like such a long time since we blogged about how *abz Austria was able to use technology (specifically, CRM) to optimize their service delivery to jobseekers in Austria (in real time, it was only a few days ago, but — in social media time — that feels like eons ago!). Are you ready to summit this Nonprofit IT Pyramid? It's that time!

IT 43

IT CRM Nonprofit Readiness 43