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Grant Tracking: 3 Ways Your Nonprofit CRM Can Help

DH Leonard Consulting & Grant Writing Services

Diane’s Note: It’s no secret that our team is a big fan of Bloomerang as we have collaborated for years on free webinars and in the Nonprofit Storytelling Conference community, but they are also a generous supporter of our BIPOC Nonprofit Professional Scholarships for Agile in Nonprofit training. Segmentation.

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[Webinar] How to Set Up No-Code Integrations on CauseVox

CauseVox

In this 60-minute webinar you will learn: Common automation opportunities for nonprofits How to approach full-system automation Examples of CauseVox automations Why it is important to adopt a continuous improvement model for automation. This session will also feature a live Q&A and be recorded for on-demand viewing. About Your Speaker.

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4 Software Tools For Better Nonprofit Grant Management

DH Leonard Consulting & Grant Writing Services

In fact, we were just talking about this in our most recent webinar about How to Be Exceptionally Grant Ready with Lucy Morgan from MyFedTrainer.com. These software tools allow teams to communicate effectively, stay organized, and ensure each grant application stays on track and is submitted before its deadline. . Donor profiles.

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Webinar Recap: Cultivating Relationships with Microsoft Dynamics CRM

Tech Soup

On March 22, TechSoup hosted a lively discussion with Shawn Michael and Sri Remala on Microsoft Dynamics CRM. You can now view the archive of the webinar, Cultivating Donor and Client Relationships with Microsoft Dynamics CRM. Microsoft Dynamics CRM Resources. Nonprofit Solution for Microsoft Dynamics CRM.

CRM 55
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How The Salvation Army Uses Power BI to Boost Major Giving

Blackbaud

By extending the power of its Blackbaud CRM platform with Power BI, the team now sees more focused information about their major giving prospects. Tim McCleary, CRM Director for The Salvation Army Southern Territory, said the organization’s 71 major and planned giving officers have portfolios assigned by geographic region across 15 states.

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Upcoming Webinar on March 22: Cultivating Donor and Client Relationships with Microsoft Dynamics CRM

Tech Soup

Back in 2010, NPower Northwest' s Shawn Michael wrote a blog post outlining what you can use Microsoft Dynamics CRM for in a nonprofit (or library) environment. " This blog post was created in tandem with a webinar about Microsoft Dynamics CRM. Pacific time. Register today as space is limited.

CRM 59
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CRM Apps: Manage Donors on the Road

Tech Soup

Mobile CRM apps can help you stay organized and track potential donors while you're at a fundraising event, on the road, or networking at a conference. TechSoup provides an array of CRM programs. Other CRM Apps. Many of the popular CRM programs have mobile counterparts. Social CRM Apps. TechSoup Donor Partners.

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