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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 ?

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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. Change management: How does your team respond to change ?

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CRM Integration for Nonprofits and Schools: Helping Organizations Save time and Eliminate Errors

Blackbaud

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.

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How to Streamline Your Grant Management Process with Technology

Blackbaud

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. Use templates when possible so that the message is standardized and ready for each grant cycle. Will several teams review the requests?

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Using Moves Management: A Step-by-Step Guide to Cultivating Major Donors

Planned Giving

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.

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Using Moves Management: A Step-by-Step Guide to Cultivating Major Donors

Center for Major Gifts

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).

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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.

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