Should your CRM include photos of each of your donors?


After I read this I began to wonder if, perhaps, fundraising CRM should include photos of each donor by syncing with open API’s that social media like Facebook, LinkedIn and Twitter provide. The post Should your CRM include photos of each of your donors? My uncle is a radiologist.

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5 Questions about Nonprofit CRM Tools You’re Too Embarrassed to Ask


strategy nonprofit technology CRM A brand new year is here, and everyone is resolved to make improvements to the way they live, work, and even their nonprofit website ! What''s more, folks are seizing the opportunity to get organized + do business better.

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How to Use CRM + Donor Management Software to Talk to Anyone


Whether you're reporting to your board, supporting teams in different departments, or just trying to get through to a specific type of donor, we've broken down all the ways your CRM + donor software can help. How CRM + donor management software can help your teams work better together.

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At Last! A CRM System Designed For Retention

The Agitator

That’s why my eyes brightened as I thumbed through the week’s press releases only to discover that Jay Love, the founder of eTapestry, has launched an online constituent relationship management system (CRM) to help small and mid-size nonprofits focus on engagement and retention.

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Should You Switch Your Nonprofit CRM? [Guest Post]


We asked Joe Fuld of The Campaign Workshop to take us through the process of determining whether a nonprofit organization should switch CRM tools. Here's what he had to say. strategy software nonprofit technology

CRM … Meet MRM

The Agitator

No sooner do direct marketing fundraisers get the message that success involves building relationships — customer relationship marketing (CRM) — when along comes MRM … mobile relationship marketing! Here’s a good summary of mobile usage data from a variety of sources, compiled for the Chief Marketing Officer Council. A few factoids that struck me: 4% of mobile users go online to advocate, compared to 41% of desktop users.


Fundraising metrics: you have to see them to believe them


Synced with CRM? So far, the system syncs with Little Green Light CRM , Neon CRM , Kindful CRM , Etapestry CRM, and Araize CRM. I always hated when my staff sent me an Excel file showing our astounding growth.

How Nonprofit CRM Management Can Improve Donor Stewardship

Ann Green

If your organization is looking for ways to amp up your donor stewardship and build better relationships with supporters, look no further than your nonprofit Customer Relationship Management (CRM). Your CRM is full of useful management tools that can aid you in cultivating donors.

CRM and Customer Retention

Non Profit Marketing 360

Choosing a CRM. The most popular and recommended way to do this is with a Customer Relationship Management software, or CRM. Your CRM should allow you to not only collect information on the demographics of your customers, but also on the historical behaviors of your customers. This is the driving factor in selecting a CRM. The selection of a CRM should contain the sophistication to allow you to bring Website, email, and offline data into the record as well.

Improve Donor Stewardship with These 5 Proven Strategies

Fundraising Coach

Love (Stewardship) Guest Posts crm donor retentionTo successfully retain donors , nonprofits need to invest time into cultivating and maintaining long-lasting relationships, from the first donation onward.

Ask an Expert: Online Engagement Tool Trends + Advice


The sea of tech options for nonprofits is large and growing - what isn't is data-driven, expert advice on making tech decisions (as a CRM provider, we get it!). CRM engagement

EveryAction Development: Make Your Fundraising Tools Work For You


It has been an ongoing pain point for nonprofits using other CRM solutions, so we were determined to solve that problem. fundraising CRM donor managementIt’s no secret EveryAction’s best-in-class tools have been proven to help thousands of nonprofits raise more money while saving time on day-to-day operations.

Want to Fire Your Online Engagement System?

Getting Attention

Fundraising, advocacy, email marketing, events, eCommerce, and CRM are all standard components of most nonprofits’ online engagement software. Tools Advocacy crm donor management Firefly Partners fundraising Maureen Wallbeoff Nonprofit Communications

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Donors give when THEY want to give, not when YOU want them to give


Related Posts: >>Should your CRM include photos of each of your donors? It ain’t about you. Unsuccessful fundraisers want donors to give on their timeline, not the donor’s. They think they can make the donor ‘move’ when they want them to ‘move’ They ignore where the donor resides in the consideration process.

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Mixed Links for Nonprofit Communicators

Kivi's Nonprofit Communications Blog

For a deeper look at messaging to different personas, check out their article on Using CRM and Donor Management Software to Talk Anyone. What time is it? Mixed Links time!

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Should Small Nonprofits Use Facebook as a Total CRM Solution?

Marketing for Nonprofits

Should very small nonprofits, i.e. orgs with staffs of 1 -2 people and/or mostly volunteer-led use Facebook as their CRM? In case you don't know this tech lingo, a CRM is a Customer Relationship Management system. For example, Salesforce is a 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. And we are not a CRM company. Outsourced data warehouse (CRM). Over time, more and more consultants, consulting firms, direct response agencies and CRM companies will recognize the value we provide.

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Donor retention and donor qualification go together like peas in a pod


Don’t go running around worrying about retention just because it’s the buzzword of the day thanks to some CRM vendor’s blog or some speaker you heard at a seminar. Some things just work best when coupled together. Peanut butter and jelly. Toothpaste and a toothbrush. Cookies and milk. Soap and water. Simon and Garfunkel. Get the idea? Donor retention and donor qualification.

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3 Ideas for Getting the Word Out to Your Donors About Online Fundraising Campaigns

J Campbell Social Marketing

Make sure you are getting the most out of your CRM. There’s a fluidity to using a CRM as your campaign central. With that knowledge stored in your CRM, you’ll be better situated for your next campaign. Guest post by Gretchen Barry. Build it and they will come, right? Well, maybe.

4 Easy Ways to Get Closer & Boost Action

Getting Attention

They could quickly see that terms such as “police” started trending, nationally and among supporters in AFSC’s database (CRM). AFSC created a saved search to see exactly who in its CRM was talking about Ferguson on Facebook and Twitter.

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Listen in: Hot Technology Topics Nonprofits Are Talking About in 2012

JCA Insights

For example, as legacy CRM systems begin showing their age and the gap between the functionality of older and newer systems widens, we’re seeing more organizations undertake system selections, implementations and/or upgrades as well as integrations between systems. Drowning in data: Most nonprofits now have sophisticated CRM systems but have been stalled in their ability to interpret the glut of data.

15 telephone call do’s for major and legacy gift fundraisers


Use technology to be more efficient (such as CRM, auto-dialing click widgets, etc). 15 Do’s. Be straightforward. Identify the reason(s) for your call. Ask great open-ended questions that encourage dialogue and show that you are sincerely interested and care about that particular person.

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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. Uncategorized CRM donor systems Fundraising SystemImagine this scenario: An important donor calls your organization asking why she did not receive her invitation to the annual VIP luncheon.

10 Tech Innovations That Will Revolutionize the Sector

J Campbell Social Marketing

Technology in the nonprofit space means more than simply posting on Facebook or getting set up with the best CRM. The nonprofit technology landscape moves so quickly, it’s hard to keep up.

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Reporter Seeks Sources on CRM for Medical/Health Charities

Cause Related Marketing

Hey everyone:Back again with another reporter source request. In this case the reporter is looking for products whose sale benefits a medical or health charity. See the details below.Warm regards,Paul Jones, PresidentAlden Keene & AssociatesSummary: Products Benefiting CharitiesCategory: GeneralName: Leigh Ann HubbardEmail: managingeditor@familydoctormag.comTitle: Managing EditorMedia Outlet

Take Control of Your Data: 3 Must-Have Reporting Tools Every Nonprofit Should Have


Depending on your CRM, you might have fully customizable reports where you build them from scratch or canned reports with all the columns and form fields ready for you to run. If they're working with a clunky CRM that makes it time-consuming to enter relationship data, many major gifts officers will fall back on using spreadsheets and their memories to store and keep track of important milestones and the life cycle of major donor prospects.

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Cause-Related Marketing Advisory Boards

Cause Related Marketing

Most charities that do a meaningful amount of cause-related marketing probably need an advisory board or group whose job is only to help the organization make contacts and expand its CRM footprint.At

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How to Find a Charity Partner for a CRM Campaign

Cause Related Marketing

The 411 on Locating a Cause Right for Your Company Suppose you’re a community-minded company and you’re considering launching a cause-related marketing campaign, but in a world of causes, no cause is much more appealing than the next. Who do you partner with?This This question came to me while I was looking at the back of a bottle of 505 Southwestern Organic Green Chile Sauce. 505’s sauces are.

Nonprofit Marketing Team Roles and Tasks – Who Does What?

Kivi's Nonprofit Communications Blog

Data Manager – Manages how the Client Relationship Management (CRM) tool (or email broadcast tool in smaller orgs) is structured and used, and how data actually gets into and out of the system.

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Why call it moves management?


Instead, I prefer the more common term used mostly in the private sector… customer relationship management (CRM) ? I don’t like the term “moves management”. Because it focuses on you and your organization. It’s about your moves.

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5 Steps to Consistent Communications (+ Instant Connection)

Getting Attention

For example, use your CRM or donor database to segment your lists in the way that’s most meaningful, then customize messages accordingly. Whether you’re all in on year-end fundraising or working in some 2017 prep, I bet you have some pretty ambitious goals to meet.

Simple Segmentation For Smaller Organizations

The Agitator

And so I was interested to see the results of a survey on ‘Communications Segmenting’ conducted by Bloomerang , the CRM company and Kivi Leroux Miller’s Nonprofit Marketing Guide.

Nonprofit Web Design 101: 5 Strategies for Beginners

Kivi's Nonprofit Communications Blog

Jeff has been working with his team for the last 12 years on building the optimal fundraising, CRM database, and marketing solution for nonprofits. Jeff Gordy. If your nonprofit’s website hasn’t been a top priority, it’s time to change that.

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Does 6% Decline In 2017 Giving Thru Mid-Year Spell Year-End Trouble?

The Agitator

The data is gathered through a collaborative partnership of software firms that include Bloomerang , and Neon CRM. These data are supplemented with summary data from both Clearview CRM and eTapestry.

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Takeaways for Communicators: Nonprofit Technology Conference (#14NTC)

Getting Attention

Don’t be afraid of using tools not built for nonprofits, especially if they connect to your CRM.

Why everyone talks about segmenting emails but hardly anyone ever does it


You have tons of data in your CRM. They’ll talk about it at conferences. You’ll read about it in the Chronicle of Philanthropy. Online discussion groups will say it’s the key to marketing success!

Find Your Frequent Email Readers Using Excel

Kivi's Nonprofit Communications Blog

Here’s what we discovered: We used our CRM to help us figure this out, but I knew there had to be a way to do it in Excel too, so I put out the call for help. Back in September, I told you about our experiment to see who our most loyal newsletter readers were.

Join Cause-Related Marketing, Get a CRM Tool You Can Use Now

Cause Related Marketing

Kind Readers:Joanna F. is the latest person to join the Cause-Related Marketing Googlegroup.You can join, too. When you do, each new posting to Cause-Related Marketing comes directly to your email box.As an inducement, everyone that joins receives a copy of the "Five Flavors of Cause-Related Marketing" which explains Cause-Related Marketing in an easy-to-follow matrix and includes examples.

CO-OP FInancial Services and Children's Miracle Network Roll Out an Old-School CRM Campaign

Cause Related Marketing

An Old Campaigner Returns to the Dance FloorRight now in the United States ballroom dancing. of all things. is hot, hot, hot.It seems that everything old is new again. For instance, Children's Miracle Network, where I spent seven years, is the beneficiary of an old-school cause-related marketing campaign of the kind I haven't seen from them in years.To be fair, the staff at Children’s.

The New Email Metric You Might Want to Try

Kivi's Nonprofit Communications Blog

In Infusionsoft (the CRM we use), I can open a list of everyone who was sent the email, who opened it, and who clicked it and then apply tags to the people on those lists. Let’s talk about email engagement.