Blackbaud

DECEMBER 12, 2024

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 ?

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Blackbaud

DECEMBER 20, 2024

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.

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Bonterra

FEBRUARY 15, 2022

Is it time for your nonprofit to move to a new customer relationship management (CRM) solution ? You might have started asking yourself this question for a variety of reasons:

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NonProfit PRO

MARCH 8, 2024

Many nonprofits are considering new constituent relationship management software. Here's how to navigate the ever-evolving CRM landscape.

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NonProfit PRO

MAY 31, 2024

When you’re looking for new CRM software for your nonprofit, the choices can seem overwhelming. How do you know which system is right for you?

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Tech Soup

APRIL 6, 2022

The answer, luckily, is fairly simple — by implementing a platform known as a customer relationship management system or CRM. How can organizations ensure that their time, money, and resources are being leveraged effectively?

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NonProfit PRO

FEBRUARY 23, 2022

Virtuous, a nonprofit CRM and responsive fundraising platform announced that it has acquired VOMO, the award-winning volunteer mobilization platform designed to recruit new volunteers, manage the volunteer experience, and activate volunteers to grow giving.

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Blackbaud

DECEMBER 4, 2024

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.

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NonProfit PRO

OCTOBER 31, 2022

Your Path to Evaluating, Selecting, and Adopting the Right Constituent Relationship Management Platform.

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Tech Soup

MAY 8, 2023

In order to build a successful communication and fundraising ecosystem, you need to have the right contact management solution. When weighing up your options, a major decision you need to make is whether to choose a constituent relationship manager (CRM) or donor management system (DMS).

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Ann Green's Nonprofit

AUGUST 30, 2023

Tatango’s guide to nonprofit text messaging recommends looking for a text fundraising platform that will readily sync with your nonprofit’s CRM and provide your organization with real-time campaign analytics and performance tracking. On the other hand, you may have one-time donors who never renewed their support.

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Aly Sterling Philanthropy

MAY 20, 2024

Your nonprofit CRM can handle all your data management needs when you leverage its vast capabilities. The post Understanding Your CRM: 5 Things You Need to Know first appeared on Aly Sterling Philanthropy. Make the most of this essential tool with these tips.

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Get Fully Funded

JANUARY 4, 2023

Your nonprofit’s CRM is the centerpiece of your technology stack and will dictate how your team operates. There is a wide variety of CRM solutions available, many of which are specialized to help different types of organizations. Here are four factors to take into account when purchasing a CRM: 1.

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Double the Donation

JULY 28, 2023

A constituent relationship management (or CRM) solution allows an organization to track its relationships with key constituents. Nonprofit CRM software is a specific system designed for charitable organizations to manage and streamline their fundraising and engagement efforts.

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Double the Donation

JULY 25, 2023

A constituent relationship management (or CRM) solution allows an organization to track its relationships with key constituents. Nonprofit CRM software is a specific system designed for charitable organizations to manage and streamline their fundraising and engagement efforts.

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Greater Giving

DECEMBER 12, 2023

That’s where customer relationship management (CRM) comes in. A CRM is the backbone of effective communication, engagement , and fundraising strategies. In this guide, we’ll provide four CRM training best practices.

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Wild Apricot

DECEMBER 21, 2017

Sales Ops vs Sales Management. Contract Lifecycle Management. Contract Management. Customer Relationship Management (CRM) Platform. Content Sharing and Management. Contract Lifecycle Management. Performance Management Software. Manage compensation. . Sales Ops: Table of Contents.

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Instrumentl

MAY 8, 2024

Discover how Instrumentl's CRM integrations with platforms like Salesforce, Raiser’s Edge NXT, and Virtuous CRM can streamline your grant management processes. Let's optimize your workflow and make grant management a breeze!

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Ann Green's Nonprofit

MAY 6, 2024

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.

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Qgiv

AUGUST 4, 2023

To keep your volunteers as effective as possible, develop a volunteer management process that helps you recruit, train, and steward volunteers for your organization. Having a successful volunteer management strategy will help you increase your volunteer retention rate, which ultimately creates more efficient volunteer staff.

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DonorSnap

OCTOBER 31, 2024

Whether it’s setting fundraising goals, streamlining donation entry, or enhancing donor stewardship, a CRM like DonorSnap has the tools you need to make your year-end campaign more efficient and impactful. DonorSnap makes it simple for nonprofits to manage their objectives.

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DH Leonard Consulting & Grant Writing Services

JULY 26, 2024

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.

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Get Fully Funded

OCTOBER 26, 2022

Getting your programs off the ground, ensuring legal compliance, recruiting staff and volunteers, and correctly managing your nonprofit’s finances can be daunting. When you break down the process into manageable tasks, making your organization official is easier than you’d expect. Event management software.

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Blackbaud

DECEMBER 14, 2023

Here are a few things you can expect for each step of the grant management process, including some best practices on how to ensure the entire cycle works smoothly and effectively. Grant Management Beyond Approval Before or even during payment distribution, you may still have some expectations of the grantee. Just rinse and repeat.

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OneCause

MAY 12, 2021

For many successful organizations, the center of their fundraising technology is a nimble CRM, or customer relationship management system. What is a CRM system? Before we go any further, let’s be more specific about what we mean by a CRM system. Fundraising Considerations When Choosing a CRM.

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DonorSnap

APRIL 29, 2024

A nonprofit CRM system offers many benefits, including facilitating team collaboration on fundraising efforts. A nonprofit CRM system helps your team maintain detailed supporter notes, enhancing donor stewardship. If your CRM isn’t being fully utilized, we want to help! Is your nonprofit fully utilizing its database?

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DonorSnap

JANUARY 18, 2023

A nonprofit CRM will help you build meaningful relationships with your supporters. To reap the true benefits of CRM, your nonprofit will need both a system and a strategy. Keep reading to discover how you can leverage a CRM system and strategy to build lasting relationships with your supporters. What is a Nonprofit CRM System?

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Blackbaud

SEPTEMBER 12, 2024

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.

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Pamela Grow

SEPTEMBER 25, 2024

Then, group them accordingly in your constituent relationship management system (CRM), and use the channels they indicate to promote recurring giving. Sync your nonprofit event management platform with your constituent database so you can use your segments to inform your event communications. Demographics. Event communications.

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Veritus Group

APRIL 10, 2024

How can you find efficiencies in your donor CRM that will help you see and care for the trees, not just the forest? The post When You Can’t See the Trees for the Forest appeared first on Veritus Group.

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Soapbox Exchange

DECEMBER 4, 2023

Salesforce , a popular customer relationship management (CRM) platform, is one such technology that can help businesses achieve these goals. In fact, Salesforce has been named the #1 CRM provider for seven years in a row. That's where Salesforce Managed Services come into play.

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Bonterra

APRIL 10, 2024

Enterprise Go beyond the standard CRM with enterprise-grade data management capabilities, AI-driven intelligence, and the features you need to maximize results and revenue. Engagement Holistically manage all of your one-to-many fundraising initiatives to easily interact with all your supporters.

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NonProfit PRO

MARCH 3, 2022

Manage your nonprofit’s core activities—fundraising, CRM, and accounting—in one software solution. Foundant’s NonprofitCore helps utilize your staff, time, money, and other resources more effectively with streamlined and automatic workflows and reporting.

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Get Fully Funded

FEBRUARY 23, 2021

Aplos is built for nonprofit accounting and has donor management tools built in. Project management: A project management tool is essential to working with a team and making sure everyone is doing their assigned role to get to the finish line. But even if you are a one-person operation, you still need a project management tool!

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Ann Green's Nonprofit

JULY 30, 2024

No matter what technology you’re using to collect data, make sure all of these findings are routed to your constituent relationship management (CRM) system so the information is consolidated in one unified platform. Perform a deep data analysis. Once you’ve collected and organized your supporter data, it’s time to analyze it.

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Qgiv

AUGUST 21, 2024

That can include actual fundraising solutions, such as donation forms and event registration, or tools that help you manage and contact your donors, such as CRM or marketing software. Top fundraising software providers Here’s a list of top fundraising, CRM, and marketing tools to support your nonprofit’s revenue-generation efforts.

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The Fundraising Coach

AUGUST 4, 2022

Gathering donor data and leveraging it to improve your interactions with supporters is the foundation of effective donor management and fundraising success. . In this post, we’ll highlight four strategies for improving your donor management: . You’ll also want to make sure that the tool you choose integrates with your CRM solution.

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