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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 ?

CRM 78
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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. It was a client kickoff call like so many others.

CRM 80
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Grant Tracking: 3 Ways Your Nonprofit CRM Can Help

DH Leonard Consulting & Grant Writing Services

While potentially a bit biased, I thought their tips regarding how your CRM can help with your grant seeking were right on point. It’s a great reminder that the CRM system you use has the potential to support all elements of the Grant LIfe Cycle: Readiness, Research, Relationships, writing, and Reporting. Segmentation.

CRM 52
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Five Signs Your Nonprofit Is Ready to Migrate Your Database to the Cloud

Tech Soup

In our 2012 Global Cloud Survey we found that only 12 percent of respondents, mostly from larger organizations, are using cloud-based client relationship management (CRM) database services like Salesforce for Nonprofits , or Microsoft Dynamics CRM. But when is it time to consider moving your organization's data to the cloud?

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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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Stop Dreading Mondays: How Fundraisers Can Start the Week Right

The Fundraiser Coach

I clearly remember walking into the development office, dreading opening up the CRM to start my fundraising week. Here’s how I began to ensure a smoother transition from one busy week to the next, keeping my energy positive and my mind clear, ready to help donors change the world. It doesn't have to be that way! Make a list.

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What Kind of Experience Are You Giving Your Donors?

Ann Green's Nonprofit

They’re on your website ready to give. Depending on your CRM/database, you may be able to customize gift amount strings. What kind of experience are you giving your donors when they interact with your organization? Is it good, bad, or somewhere in between? It’s important for you to look at things from their perspective, not yours.

Donation 174