CRM Download Training 
Blackbaud
JANUARY 24, 2025
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.
Blackbaud
AUGUST 12, 2024
Where does your constituent relationship management software (CRM) fit into that culture? The Power of a CRM-Centric Culture Reflecting on my 20-plus years of working with nonprofit organizations, I can point to one pivotal era that underscored the importance of a CRM-centric culture: the pandemic.
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Blackbaud
APRIL 18, 2025
Your CRM and online fundraising tools should help you with much more than transaction management. Make Authentic Connections with Supporters Record and use personal details : Use your CRM to track personal details like birthdays, donation anniversaries, and interests. Create emails that include personalized messaging from this data.
Blackbaud
JANUARY 28, 2025
It should allow you to send ad hoc emails from within the system and synchronize data with your donor management CRM and fund accounting systems. Ensure you can get in-person and online training during implementation, ongoing training and support, and collaboration tools to connect you with the vendors higher ed user community.
Blackbaud
APRIL 23, 2025
Additionally, this step offers an opportunity to verify and update applicant records in your CRM, avoiding duplicate entries and ensuring data integrity. Because external reviews often involve people who have less experience with your organization, its important to have clear, well-documented evaluation criteria and training.
GiveSmart
NOVEMBER 1, 2024
Step 2: Implement Best Practices Year-End Giving Campaign Tips and Ideas The more resources, training, and accountability you provide to your team of ambassadors, the more money you will collect. Download our expert-written Year-End Fundraising Appeal Templates for FREE and get started on empowering your supporters.
Blackbaud
SEPTEMBER 18, 2024
CRMs and Technology Ecosystems We then focused on the CRMs and technology ecosystems nonprofits have in place. Most participants shared that their nonprofit has a CRM solution. Attitudes towards CRMs are also similar across regions. Download each regional report for free to explore these findings in more detail.
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