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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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Is It Time for Your Nonprofit or School to Make a CRM Change?

Blackbaud

After we made introductions, I asked about their donor CRM, jotting notes as they shared their hopes, frustrations, and data woes. As their list of frustrations grew and their unfulfilled hopes piled up, they asked me if I thought it was time to change to another donor CRM. It was a client kickoff call like so many others.

CRM 100
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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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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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Get Your Grant-Funded Nonprofit Started in Fundraising

Blackbaud

If you’re ready to move beyond grants, let’s get started! 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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Using Moves Management: A Step-by-Step Guide to Cultivating Major Donors

Center for Major Gifts

Getting Ready to Implement a Moves Management System at Your Nonprofit Before implementing a moves management process, your organization must have well-defined short-term and long-term revenue targets. Tracking Progress Throughout cultivation, document every interaction in your CRM. email opens).

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Your Unrestricted Funds Need Stewardship, Too

Blackbaud

Here are a few features that enable you to get the information you need to make informed decisions: Integrations Integration with your fundraising and CRM systems allows for automated and accurate data pass-through. Ready to see how a fund accounting system can simplify how you track your unrestricted funds?

Funding 108