Remove CRM Remove Goals Remove Management
article thumbnail

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 79
article thumbnail

How to Build a Culture Around Your CRM and Use it for Growth

Blackbaud

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.

CRM 107
Insiders

Sign Up for our Newsletter

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

article thumbnail

A Crash Course for Selecting and Implementing a Nonprofit CRM

NonProfit PRO

Now more than ever, the customer relationship management (CRM) system you use could make or break your ability to scale your mission and meet your ambitious fundraising goals.

CRM 111
article thumbnail

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. Change management: How does your team respond to change ?

CRM 81
article thumbnail

Using Your Fundraising CRM Software to Its Full Potential

Blackbaud

As the senior manager of digital and data at the Bone Health and Osteoporosis Foundation , Im always looking for new ways to eliminate friction between our organizations mission to prevent osteoporosis and my teams ability to realize it. Over the long term, optimizing how you use your CRM will help you achieve more of your objectives.

CRM 72
article thumbnail

Reach Your Target Audience: 5 Effective Segmentation Tips

Pamela Grow

Define your segmentation goals. Any strong strategy starts with goal-setting. Based on your goals, choose the segmentation criteria you’ll rely on to group your supporters. Then, group them accordingly in your constituent relationship management system (CRM), and use the channels they indicate to promote recurring giving.

article thumbnail

Adopting a New CRM? 4 Change Management Tips for Small Nonprofits

Blackbaud

How can my scrappy smaller organization, with all the tasks my team is already juggling, adopt a new fundraising CRM and learn to use it with the least amount of disruption?” The short answer: change management. What Is Change Management? What don’t they know? When that happens, the change might not be adopted.

CRM 80