5 Signs Your Nonprofit Needs a New CRM


Change can be hard, especially for non-profits that are already stretching their resources and capacity to the maximum, but if you're continually running into the same problems with your CRM, it's probably time to start looking for a better solution to manage your member data.

CRM 154

Business Fails At Customer Retention Too

The Agitator

So we were gratified to see this article — Keep ‘em Comin’ Back — from the Center for Media Research discussing an Acxiom/Loyalty 360 study of customer retention in the commercial space. If it’s any consolation, businesses struggle with customer retention too! Citing Bain Consulting, the article reports that the average company loses 20-40% of its customers every year. The Agitator is rather passionate on the subject of donor retention.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

The Role of the Free Agent and Fundraising


From a contract standpoint, I usually read “free agent&# as an independent consultant–however, that is NOT what is meant in this discussion. I think customer relationship management is important here.

Free 130

Out of the Shadows: The danger of shadow databases and the 3 keys to eliminating them

JCA Insights

Shadow systems can be a serious problem in any organization, because manually updating and synchronizing information between your CRM system or donor database (the primary system of record) and these extra lists is time-consuming and often overlooked. Customized views, accessible interfaces, and other developments can make the system more attractive to busy fundraising professionals. You’ll want to make sure you agree on the metrics and parameters prior to investing in custom tools.


JCA Insights

At JCA we work on an assortment of projects including systems integrations, data migrations, custom applications and internet development. In this blog, we’ll offer our insights and experiences (good and bad) working with the fundraising, ticketing and CRM applications we all use daily. JCA Answers utilizes SQL Server Analysis Services data cubes and a custom Windows application for browsing data and creating reports.

API 100

Here's 28 Reasons Why Your Nonprofit Should Switch to EveryAction


Custom reports offer a real-time picture of your supporters across all channels. Rely on world-class customer support. Create custom target segments in EveryAction, then push them to Facebook for precisely targeted ad buys. It's actually a unified CRM.

How MarketSmart Works With Partners


So, today I thought I’d explain how we work with consultants, consulting firms, direct marketing agencies, CRM software companies and others. So they tap into the consulting world, they subscribe to use CRM software, and they hire direct response agencies. Having said that, it’s important to recognize that we are not a consulting firm. And we are not a CRM company. Outsourced capital campaign consulting.

Work 109

A Glossary of Key Fundraising Terms, Jargon, and Vocabulary You Need to Know


APC Association of Philanthropic Counsel—professional organization for fundraiser consultants. CRM/Database Customer Relationship Management; otherwise known as the software program that collects specific data about your donors (name, contact, giving history, lifetime giving total, etc.)

Income 130

5 Tech Strategies for Making a Multi-Channel Fundraising Ask

Fundraising Coach

Here are five tech-enabled strategies that you should consider as you embark on a multi-channel fundraising effort: Leverage your CRM data to make effective asks. Leverage your CRM data to make effective asks. You already know the importance of fundraising for your nonprofit.

Determining Attrition in Service-Based Businesses

Non Profit Marketing 360

Determining customer retention in a professional service business is one of the most difficult business metrics to calculate. In this post, we’ll take at look at how you should position you retention efforts to keep the customers that keep you in business. Beyond great customer service, there are tactical measures you can take to better position and execute retention with your customers.

Improving Donor Communication: A Q&A Guide for Nonprofits

Ann Green

You can hire a nonprofit fundraising consultant. If you want some outside help or just a professional’s opinion, it makes sense to talk to a fundraising consultant. Make sure to look at consultants whose focus lines up with your nonprofit’s. Customized to your cause.

Guide 75

How Many Donor Databases Are There?

Fundraising 123

It does not include custom systems, of which there are many. Banner Advancement SunGard Higher Education BasicFunder Jellyware Benefactor Datatel CAMPAIGN Compton Fundraising Consultants Campaign Management Systems Havey & Associates CAMS Three Rivers Systems Church Contribution System Vian Corporation CiviCRM CiviCRM Common Grouns Convio communitEbuilder Oaktree Systems, Inc. Weiner Consulting, is an independent technology consultant based in San Francisco.

Social Media "Pioneers" Tell Why

Diva Marketing Blog

In fact, some companies thought we were a bit crazed to encourage brands to embrace concepts like transparency, authenticity, honesty and the most radical of all … customer-to-brand, peer-to-peer conversations in public forums. We came, we saw, we kicked its ass. Ghostbusters.

Terrific Fundraising Insights

The Agitator

Mark Phillips of UK’s Bluefrog fundraising agency, is a consultant I’d probably hire. Notice we’re not talking here about some super-duper-CRM-donor-value-modeling software, or a whiz-bang Facebook widget, or a slick mobile app. We’re talking about the fundamental chemistry of human interaction … sometimes known crassly as … customer service. I’ve never met him.

CRM 63

Diva Marketing Talks Social Media + eMail with Simms Jenkins and Morgan Stewart

Diva Marketing Blog

Prior to founding BrightWave Marketing, Jenkins headed the CRM group at Cox Interactive Media. Morgan came to ExactTarget in 2004 to launch ExactTarget's strategic consulting group, which he managed for more than 3 years.

[Guest Post] Why Donors Stop Giving

Fundraising Coach

Nearly every fundraising consultant I speak to in the charity sector acknowledges this topic as so important they have been preaching about it for years. Our research kept leading us to a project conducted by the Rockefeller Corporation on why customers leave a commercial business.

Donors 113

7 Key Ways Online Giving Has Changed Over the Past Year

Fundraising Coach

Data gathering: You can learn a lot about your donors’ communication preferences and other important information by analyzing the data transferred into your CRM by your mobile giving software. Campaign page customization and branding options. Fundraising consultation.

A Nonprofit’s Guide to Building Simple, Low-Cost Websites

Fundraising 123

Be sure to check in with these vendors to make sure that you choose an online solution that meshes well with these tools to avoid costly customizations down the road. Pick a Web-Development Tool If your organization requires a very large site (50 or more pages), or a sophisticated, highly customized site with a lot of integrated tools, you are unlikely to find a fast, easy solution. Blogging tools may also provide easy-to-use design templates with the option of some customization.

Cost 120

Fundraising Intermission #1: Retention (Again!)

The Agitator

Let’s use Part 1 to focus on a startling Infographic prepared by Bloomerang , the new CRM company with a heavy focus on retention, founded by veteran Jay Love, who also started e-Tapesty decades ago.

Sanity Saver: Organize What You’ll Need Again and Again

Kivi's Nonprofit Communications Blog

Whether you use a simple database or spreadsheet or a more robust customer/constituent relationship management (CRM) package, you need to centralize your contact information and donation history for your supporters. Getting organized is a sanity saver. Photo: LizMarie on Flickr.