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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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How to Keep Donor Data Safe With Your Nonprofit CRM

Pamela Grow

Thankfully, your nonprofit constituent relationship management (CRM) system can help keep donor data safe. Let’s take a closer look at how you can leverage this software to not only gain valuable donor insights but also protect your nonprofit’s supporters. Invest in secure software First and foremost, the CRM itself must be secure.

CRM 130
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4 Key Lessons Nonprofits Should Learn from Businesses

Ann Green's Nonprofit

You can do this by sending out surveys or examining the data in your nonprofit constituent relationship management system (CRM). Just think about how businesses offer generous return policies, leverage easy-to-use e-commerce platforms, and train employees to provide excellent service. Provide a positive supporter experience.

Nonprofit 156
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Open Source for Nonprofits: Programs to Try (Part 2)

Tech Soup

To read about how open-source software might benefit your nonprofit or public library, check out part one of this series. In that spirit, here are some leading open-source solutions in three categories relevant to nonprofits: CRM. Making the Right Decision About Open-Source Software. Project Management.

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How do you choose a payment processor for your nonprofit?

Candid

On top of Google searches, check out more in-depth reviews from trusted sources, like TrustRadius or Software Advice. . Examine each processor’s policies. As you drill down into the specifics of each payment processor you’re considering, remember to thoroughly examine each company’s policies. Data portability policies.

Policy 105
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4 Nonprofit Financial Management Challenges (& Solutions)

Get Fully Funded

Also, DNL OmniMedias nonprofit digital strategy guide recommends regularly auditing your organizations fundraising tech stack to ensure you arent paying subscription costs for software you dont use or that has overlapping functionalities with your other tools (e.g., if you pay for a separate donation processor when your CRM has one built in).

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6 Tips to Retain Volunteers

Blackbaud

Adopt a CRM system, such as Blackbaud Raiser’s Edge NXT + Rosterfy , to allow volunteers to seamlessly manage their experience with your organization, including: Onboarding Scheduling Training Recognize that volunteers have busy lives outside of your organization, and it’s your job to understand their commitments. Authors Barbara L.

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