3 Questions Environmental Organizations Should Ask When Evaluating a CRM


Once you’ve made the decision to search for a new CRM for your nonprofit, the task can seem daunting. For environmental organizations, these are three questions that should be asked about any potential new CRM.

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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 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.

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5 Features Environmental Organizations Need From Their CRM


In this series, we’ll be exploring the unique concerns that organizations in different fields consider when searching for a CRM software. For environmental organizations, an effective CRM will seamlessly enable both fundraising and advocacy.

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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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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 … 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.

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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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5 Ways Technology Can Help Your Nonprofit Do More Good


software nonprofit technology CRMThe way people give is constantly changing. People may care about your cause, but it doesn’t mean they will donate. So what drives them?

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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.

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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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

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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.

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

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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.

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Big Pressure for Big Data? Here’s What to Do

Getting Attention

Right-Things Right-Now Marketing Audience Research big data crm Nonprofit Communications nonprofit marketing

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.

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.

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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.

Are you sure your nonprofit is ready for social media?

J Campbell Social Marketing

Do you have a CRM system? Marketing Nonprofits Social Media Strategy CRM Hierarchy of needs Idealware Maslow Technology Assessment Maslow’s hierarchy of needs is a psychological theory proposed by Abraham Maslow in 1943.

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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.

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The Role of the Free Agent and Fundraising


You don’t have to use a slick and fancy CRM system (tho they can help), but mainly, you need to be detailed, diligent and deliberate. This is my second post in my seven-day quest to raise $1100 to provide seven roofs for seven Guatemalan families.

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Why Projects Fail, Part 3

JCA Insights

I have seen this scenario many times: “We need a new CRM system. You should hire me to implement you CRM software. Uncategorized CRM Implementation Nonprofit Project ManagementThis is the third and final installment of Why Projects Fail.

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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.

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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.

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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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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.

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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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.

Monthly Giving Part 3- The Great Recordkeeping and Payment Processing Barrier

The Agitator

And, given today’s ready availability of off-the-shelf CRM software and flexible payment processors much-feared complexity of managing monthly giving programs is no longer a valid excuse for jumping in.

Better Data, Better Donors


For starters, you should have a dedicated Moves Management report in your CRM that’s doing the heavy lifting for you. Speaking of detailed data - when you build out a new grant in your CRM, there are a couple of key details you want to be sure to include: Key dates about the grant process (e.g. Having a solid foundation of good and organized data in your CRM is essential for a job well done. (This is the final post in our New Year, New Heights development series.

Nonprofit Content Strategy: It’s Not About You

Kivi's Nonprofit Communications Blog

It had a consistent and well-constructed content calendar, a segmented email list, and a top-notch CRM. Make your supporters the superhero in your story. We recently started working with a healthcare nonprofit that wanted to take a fresh approach to its communications and marketing content.

Data On the Utility of Donor Management Databases Is Not Favorable

Blue Sky Collaborative

study 20% 0f 451 senior executives polled said the their CRM (customer relationship management) initiatives had failed to deliver profitable growth and had damaged customer relationships Do You Really Know What to Do with Your. In a Bain & Co.

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.

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Interview On Cause Marketing With a Trade Magazine Reporter, Part II

Cause Related Marketing

The ways to make any CRM effort pay dividends for both the charity and the business.)The The second half of an interview with Carol Gustafson, a writer with Western & English Today, a trade magazine to the equine industry.3. What are the secrets to success?

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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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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

Why Webinars Work for “Engagement Fundraising”


Otherwise, you’ll need to find a way using your marketing automation or CRM systems to wrap up all the data into an overall score. In a recent marketing article, Shelby Britton (Senior Product Manager at Adobe) points out why Webinars work for the private sector.

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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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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.