Remove CRM Remove Goals Remove Metrics
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6 Best Practices for Increasing Engagement with Digital Impact Reports

Blackbaud

And once you’ve shared your report with stakeholders, be sure to track engagement metrics afterwards to see how well your report performed and in which ways it could be strengthened in the future. Importing CRM data into a digital report builder, like Storyraise , is simple and quick.

CRM 116
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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.

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Convert the Next Wave of Rage Donors into Lifelong Supporters

Blackbaud

But you do have evidence in your fundraising CRM. Qualifying has one goal: to turn your pool of rage donors into a curated list of potential long-term supporters. Unless the donors send a note of outrage in the comments section of your donation form, you might not have definitive proof that theirs is a rage gift.

CRM 105
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Using Moves Management: A Step-by-Step Guide to Cultivating Major Donors

Planned Giving

Getting Ready to Implement Moves Management Set Clear Goals Before implementing moves management, establish well-defined revenue targetsboth short-term and long-term. Moves management thrives when everyone understands the goals and commits to the necessary tasks, such as logging donor interactions or scheduling regular check-ins.

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How to Use AI for the Right Ask (Without Being Creepy)

Blackbaud

Smart Donor Research Instead of spending hours Googling prospects, hunting down LinkedIn profiles, and scanning your CRM for every ounce of information, let AI be your research assistant. Fortunately, AI can give you a leg up with each stage and, we promise, it won’t come off as creepy (if you don’t let it).

AI 104
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7 Database Goals for Your Independent School’s Capital Campaign

Blackbaud

But you and I know it’s critical to maintain a robust and up-to-date CRM. Just as a successful capital campaign follows defined steps and milestones, so does the work of a database manager—nitty-gritty, behind-the-scenes tasks to keep the campaign moving toward its goal. We work hard to transform basic input into high-quality data.

Goals 102
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Sales Operations Demystified: What It Is, Why It Matters, and How To Do It Right

Wild Apricot

Sales Ops Metrics & KPIs. Performance Metrics Analyses. Selection of Key Sales Metrics to Adopt. Customer Relationship Management (CRM) Platform. Administer, synchronize and optimize technology stack including CRM. Here’s everything we’ll cover in this guide. Sales Ops: Table of Contents.

IT 161