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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 ?

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

Blackbaud

You can change the scenario—including the dramatic little scene above—by effectively integrating data from your fundraising CRM and your accounting system. For example, an integrated posting process can mark transactions as ‘posted’ in the fundraising CRM so they can’t be inadvertently posted again.

CRM 59
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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.

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Double the Donation and FlexFormz Launch Advanced Matching Gift Automation with 360MatchPro

Double the Donation

Simply navigate to your FlexFormz dashboard to download the Double the Donation add-on, then install the plugin to your WordPress website. Ready to see it in action? FlexFormz integrates with multiple CRM databases to provide clean, actionable data and powerful real-time reporting.

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How to Get Leadership Buy-in for Streamlining Your Grantee Application

Blackbaud

Gather Data on Your Current Application Before you present your suggestions to your leadership, have the data on your current application ready. Here are some examples of small steps you can take: Pull information from other sources, such as Candid or your CRM, instead of asking for it each time.

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Nonprofit Fundraising Plan: 11 Must-Do Steps for Success

CauseVox

Download Our Free Fundraising Plan & Calendar Template: Why Do You Need a Fundraising Strategy? Are you ready to create a great fundraising plan? Follow these 11 must-do steps to ensure your fundraising plan is ready. If you maintain a donor database or other CRM , youll be able to access this data quickly.

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Say Goodbye to Tedious Spreadsheet Work with ReadyTalk for Salesforce

Tech Soup

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. Ready to get started? Quickly send webinar or training invitations right from the contact record.

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