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How to Improve Your Communication for Better Donor Engagement

Ann Green's Nonprofit

So is a good CRM/database to help you with this. In addition, dust off those templates and freshen up your appeal letters and thank you letters. Create letter templates for different donor groups and replace your vague, generic language with something clear, conversational, and specific. Your donors deserve better.

Template 297
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Sales Operations Demystified: What It Is, Why It Matters, and How To Do It Right

Wild Apricot

Forms and Templates. Customer Relationship Management (CRM) Platform. Even then, there are organizational models and structural templates you can build from. But perhaps more than anything else, sales operations brings a system to selling. What are the key functions of a sales operations group? Lead Generation. Conversion Rates.

IT 161
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Could Your Nonprofit Benefit From a Little Spring Cleaning?

Ann Green's Nonprofit

Clean up your mailing lists and CRM/database Has it been a while since you updated your mailing lists? go through your mailing lists and CRM/database to see if you need to make any additions, changes, and deletions. Create separate templates for new donors, current donors, and monthly donors. I know I should do more.

CRM 290
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How Making Wise Investments Can Help You Raise More Money

Ann Green's Nonprofit

Invest in a good CRM/database Plain and simple, a good CRM (customer relationship management)/database can help you raise more money. Many CRMs have built-in payment processors. Your CRM will let you personalize your letters and email messages. In short, you can do a lot with a good CRM/database. Shorter is better.

CRM 160
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Year End Giving: The Step-by-Step Guide For Nonprofits

GiveSmart

Fundraising and donor engagement campaigns with specific goals consistently outperform those that have open-ended objectives. Think about your mission and what you are trying to accomplish at the end of the year within your organization. A clear-cut focus will make it that much easier for you to succeed. Donating should be quick and easy!

Donation 105
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App It Up Presents: Apps By and For Nonprofits

Tech Soup

Browser plug-ins, widgets, web apps, and templates: all of these are apps, too. CRM to QB Link is an app that is specifiically designed to address this duplicate and error-prone effort. We've talked a lot about mobile apps during the App It Up project. But apps come in many other forms. How About You?

IT 62
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Shawn Michael on Microsoft Dynamics CRM Online for Nonprofits

Tech Soup

She is an expert in nonprofit databases and the primary contact for the eleven NPower affiliates , who are experts in implementing Microsoft Dynamics CRM for nonprofits. Shawn joined Microsoft's Sarah Barnhart to demonstrate the freshly launched Microsoft Dynamics CRM Online for Nonprofits at the recent NTEN Nonprofit Technology Conference.

CRM 45