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7 Signs Your Organization Is Ready for an Enterprise-Scale CRM

Blackbaud

As a tech leader at a growing social impact organization, you know that migrating to an enterprise-scale constituent relationship management (CRM) system can be a daunting proposition. So, what are the specific signs that your organization has reached a tipping point and needs to consider moving to an enterprise-scale CRM ?

CRM 105
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CRM Integration for Nonprofits and Schools: Helping Organizations Save time and Eliminate Errors

Blackbaud

Is your nonprofit or school getting the most from its fundraising CRM? Many organizations use CRMs to track donor information, but most are missing out on the benefits that come from integrating them with their other software. When you link your existing tools with your CRM, it becomes more than just a place to store data.

CRM 95
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How to Determine Your Needs When Choosing a New Fundraising CRM

Blackbaud

Choosing a new fundraising CRM is exciting–but also needs careful consideration. If you are unclear about your needs, abilities, and opportunities, you will quickly find it difficult to vet vendors and evaluate CRMs, not to mention bringing internal stakeholders onboard or getting sign-off at key stages.

CRM 111
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Build Trust by Integrating Your Fundraising and Finance Systems

Blackbaud

Sharing data in an integrated financial and CRM ecosystem aligns functional teams and reduces time-intensive manual extracting and inputting of data, allowing you to put more of your time, energy, and resources into furthering your mission. Budgeting: If you can track goals and budgets in your software, are you doing so?

Finance 81
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The Top Seven Reasons to Integrate Your Fundraising CRM and General Ledger

Blackbaud

Development and Finance both love when fundraising reports and financial statements show increases over last year, over targets, and over budgets. You can change the scenario—including the dramatic little scene above—by effectively integrating data from your fundraising CRM and your accounting system.

CRM 59
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Host a Successful Golf Tournament Fundraiser With These 6 Steps

CauseVox

Download the Free Complete Guide to Nonprofit Fundraising Events : 1. Establish a Budget and Pricing Strategy Money matters. Whether you run a small community organization or a large nonprofit, hosting a successful golf tournament fundraiser is entirely within your reach. And the best part?

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GivingTuesday: How to Choose a Fundraising Platform

CauseVox

Download the Ultimate Guide to GivingTuesday and Year-End Fundraising: Ease of Use Choosing a platform that’s easy for both your team and your donors to use will make your GivingTuesday campaign run smoothly and encourage more people to give. One of the most important integrations to consider is with your CRM.