Blackbaud

JANUARY 24, 2025

Is your nonprofit or school getting the most from its fundraising CRM? Many organizations use CRMs to track donor information, but most are missing out on the benefits that come from integrating them with their other software. When you link your existing tools with your CRM, it becomes more than just a place to store data.

CRM 87

CRM Software Nonprofit Readiness 87

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

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

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

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 66

CRM Management Nonprofit 66

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

FEBRUARY 13, 2025

Pledge tracking is an important aspect of fundraising, and using a nonprofit CRM can simplify the process. If you are curious how a nonprofit CRM can help your organization track pledges you are in the right place. If you are curious how a nonprofit CRM can help your organization track pledges you are in the right place.

CRM 52

CRM Nonprofit Management 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 75

Management CRM Fundraising 75

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 270

Donation Demographics CRM Fundraising 270

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

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 Consulting Consultant Consulting 64

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

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

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 114

Grant Management Management Grant Grants 114

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

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 159

CRM Budget Template Media 159

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 156

IT Metrics CRM Contracts 156

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.

CRM 52

CRM Goals Nonprofit Donation 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

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

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.

Finance 98

Finance Management Nonprofit CRM 98

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.

CRM 59

CRM Fundraising Strategic Plan Consulting 59

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?

CRM 52

CRM Utilities Nonprofit Finance 52

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.

Management 87

Management Retainer Nonprofit Training 87

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

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?

CRM 52

CRM Nonprofit Budget Donation 52

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.

CRM 59

CRM Finance Fundraising Funding 59

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.

Demographics 278

Demographics Metrics Goals Media 278

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 95

CRM Management Fundraising Software 95

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 66

Award Management Software Utilities 66

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 95

Funding Grant Grants Fundraising 95

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.

CRM 111

CRM Management 111

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.

Management 59

Management CRM Time Effort Nonprofit 59