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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 103
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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 87
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How Making Wise Investments Can Help You Raise More Money

Ann Green's Nonprofit

Invest in a good CRM/database Plain and simple, a good CRM (customer relationship management)/database can help you raise more money. Many CRMs have built-in payment processors. Your CRM will let you personalize your letters and email messages. In short, you can do a lot with a good CRM/database. Shorter is better.

CRM 159
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Don’t Take a Vacation From Your Donor Communication

Ann Green's Nonprofit

Email and social media are okay, too. You can also use email and social media. The downside is people get a ton of email and social media messages, so make yours stand out. Will certain policies or budget cuts affect your organization? Many states have issued their budgets for the next fiscal year.

Policy 172
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How Will You Welcome Your New Donors?

Ann Green's Nonprofit

A good CRM/database will help you avoid any missteps.* Invite them to subscribe to your newsletter, join you on social media, and volunteer. A better use of your print and mailing budget is to send thank you notes instead of swag. Get together a group of board members, other volunteers, and staff to help you.

Donation 210
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Get Your Grant-Funded Nonprofit Started in Fundraising

Blackbaud

Even if it feels overwhelming at first, break it down into essential steps: Setting goals Identifying potential donors Defining your message Starting with a well-conceived plan helps you clarify goals, outline specific actions, and define your budget to achieve your goals.

Funding 95
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Technology policies and practices to leave behind in 2025

Candid

Instead of an Instagram policy, consider a social media policy. Or, instead of a policy specific to your database, create policies about how data is collected, stored, and accessed, even if some of those details do include your CRM systems specifics. Technology effectiveness is a year-round investment.

Policy 98