Tony Martignetti

OCTOBER 29, 2023

Rubin Singh: CRM Selection Rubin Singh returns to help you focus on what matters in CRM selection. To keep you safe from a serious misstep, he also shares his thoughts on what else might be the problem, besides your CRM database. Rubin is CEO of One Tenth Consulting.

CRM 161

CRM Consultant Consulting Consulting 161

Wild Apricot

MARCH 18, 2020

Not sure what kind of software to use to help manage your association? This guide will help you decide and introduce you to 10 CRM tools worth considering.

CRM 158

CRM Software Management 158

Blackbaud

OCTOBER 21, 2024

Somewhere in between the sweet dream and the nightmare is the experience donor information management can provide. What is donor information management? This likely includes frontline fundraisers, prospect researchers/prospect management staff, and advancement leaders and managers.

CRM 98

CRM Management Fundraising Software 98

Planned Giving

JANUARY 25, 2025

A defined moves management framework makes your fundraising efforts more efficient and fosters genuine, long-term connections with donors. What is Moves Management? At its core, moves management revolves around intentional moves, or touchpoints, that bring a donor closer to your organizations mission. Verify contact details.

Management 52

Management CRM Metrics Readiness 52

Blackbaud

JANUARY 28, 2025

Scholarship administrators have a lot to manage. Thats why modern scholarship offices rely on award management systems. What is an award management system? Evaluating and selecting an award management system can be complicated. An award management system is a years-long investment.

Award 75

Award Management Software Utilities 75

Blackbaud

DECEMBER 5, 2024

Relationship-building, communication, commitment to the cause, perseverance, creativity, and project management are all transferable skills that can be applied to fundraising. It is always a bonus if your team has personal qualities like integrity, leadership skills, and outstanding manners. Recruiting volunteers can also be a game-changer.

Funding 98

Funding Grant Grants Fundraising 98

Blackbaud

AUGUST 12, 2024

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 111

CRM IT Strategic Plan Training 111

Center for Major Gifts

JANUARY 25, 2025

This approach is known as moves management a structured method of planning and tracking each interaction or move that nudges a donor from initial awareness to a transformational gift. A defined moves management framework makes your fundraising efforts more efficient and fosters genuine, long-term connections with donors. email opens).

Management 52

Management CRM Readiness Metrics 52

Pamela Grow

NOVEMBER 6, 2023

Thankfully, your nonprofit constituent relationship management (CRM) system can help keep donor data safe. Invest in secure software First and foremost, the CRM itself must be secure. Your nonprofit must know the right safety features to look for when evaluating your CRM or looking for a new one.

CRM 130

CRM Software Training Nonprofit 130

NonProfit PRO

APRIL 1, 2022

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

CRM Nonprofit Goals Management 111

NonProfit PRO

AUGUST 31, 2022

The beauty of using a customer relationship management (CRM) tool is that it gives you a place to house your donor information and creates automated processes and background information to guide you in continuous engagement.

CRM 105

CRM Management IT Software 105

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:

CRM 97

CRM Nonprofit Management IT 97

Blackbaud

NOVEMBER 5, 2024

Leverage CRM Data for Personalization By using data from your Customer Relationship Management (CRM) system, you can tailor your impact report to appeal to each of the audience segments you identify. Importing CRM data into a digital report builder, like Storyraise , is simple and quick.

CRM 116

CRM Demographics Metrics Education 116

DH Leonard Consulting & Grant Writing Services

DECEMBER 6, 2024

Note from Diane: You know how passionate our team is about thinking about your grant management work (your post-award work) to help strengthen your grant applications (your pre-award) work. Thats why were thrilled to bring these tactical tips to you from Jitasa to help broaden your understanding of grant management.

Finance 52

Finance Grant Management Management Grant 52

GiveSmart

DECEMBER 16, 2024

to a nonprofit, having the right strategies and plans for volunteer recruitment and management is critical for long-term nonprofit success. Too many organizations can be laissez-faire about volunteer recruitment and management. If you have a CRM with a grouping tool , you can tag contacts as volunteers for unlimited data points.

Management 52

Management CRM Training Award 52

GrantNews

MARCH 27, 2025

Some Essential Small Business Startup Tools Project Management: Choose a platform that organizes tasks, tracks progress, and streamlines workflows to keep projects on schedule. Customer Relationship Management (CRM): Manage customer interactions, sales pipelines, and business relationships efficiently.

Mentor 109

Mentor Award Grant Grants 109

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?

CRM 67

CRM Management Nonprofit 67

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?

CRM 97

CRM Software Nonprofit Management 97

Get Fully Funded

FEBRUARY 10, 2025

When you start a nonprofit, one of the most important things to figure out is how to manage your organizations finances. As your organization expands and evolves, many complexities can arise, making financial management more difficult for your team. if you pay for a separate donation processor when your CRM has one built in).

Management 52

Management Nonprofit Finance Software 52

NonProfit PRO

MARCH 8, 2024

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

Management 98

Management CRM Software Nonprofit 98

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.

Management 98

Management CRM Award Fundraising 98

DonorSnap

DECEMBER 24, 2024

Many nonprofits rely on their CRM to manage aspects of their auction, but combining a CRM with specialized auction software can unlock a more efficient and seamless way to manage your event from start to finish. If youve ever wondered whether investing in auction software like AuctionSnap is worth it, youre not alone.

Software 52

Software CRM Nonprofit Donation 52

DonorSnap

DECEMBER 24, 2024

Many nonprofits rely on their CRM to manage aspects of their auction, but combining a CRM with specialized auction software can unlock a more efficient and seamless way to manage your event from start to finish. If youve ever wondered whether investing in auction software like AuctionSnap is worth it, youre not alone.

Software 52

Software CRM Nonprofit Donation 52

NonProfit PRO

OCTOBER 31, 2022

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

CRM 98

CRM Nonprofit Management Software 98

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).

Management 76

Management CRM Fundraising 76

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.

Donation 271

Donation Demographics CRM Fundraising 271

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.

CRM 59

CRM Management Nonprofit IT 59

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.

Grant Management 115

Grant Management Management Grant Grants 115

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.

CRM 52

CRM Software Management Nonprofit 52

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.

CRM 52

CRM Software Management Nonprofit 52

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.

CRM 64

CRM Consultant Consulting Consulting 64

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.

CRM 52

CRM Training Management Nonprofit 52

Pamela Grow

FEBRUARY 11, 2025

Track these metrics using your nonprofit constituent relationship management system (CRM) and fundraising software. Donor Engagement Rate: Tracks interactions like event attendance, email opens, and social media activity, reflecting how actively supporters engage with your organization.

Metrics 147

Metrics CRM Donation Fundraising 147

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.

IT 161

IT Metrics CRM Contracts 161

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.

CRM 160

CRM Budget Template Media 160

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!

CRM 52

CRM Instrumentl Grant Management Grant 52

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.

CRM 52

CRM Grant Grants Grant Writing 52