Remove CRM Remove Download Remove Readiness
article thumbnail

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
article thumbnail

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.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

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.

article thumbnail

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.

article thumbnail

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.

CRM 47
article thumbnail

How to Craft Your Annual Nonprofit Development Plan

CauseVox

Download Your Free Copy of our Fundraising Calendar and Nonprofit Annual Development Plan: Budgeting and Resource Allocation Establishing a robust budget that aligns with your overarching goals is not just good financial practice; it’s a strategic move that amplifies the impact of every dollar spent.

article thumbnail

The Top 12 Mobile Bidding Software Options to Consider

Qgiv

Mobile bidding software is an interactive technology that enables silent auction guests to view and bid on items from their smartphones via a web browser (web-based) or a downloadable app (app-based). But what if my guests don’t want to download an app? It’s understandable to worry about your guests’ willingness to download an app.