Trending Sources

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

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?

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.

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.

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

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

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.

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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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

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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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.

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.

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.

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.

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.

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.

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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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.

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.

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.

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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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.

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.

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!

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.

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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.

Yes, Your Open Rates Are Wrong. But You Can Still Use Them.

Kivi's Nonprofit Communications Blog

So, I looked up her record in our CRM. I’ve received several emails in response to Tuesday’s post about other ways to measure email engagement asking about the accuracy of open rates.

Get More from Your Donor Database

Getting Attention

The same holds for the Blackbaud CRM/donor management product successes you hear about. Welcome to guest blogger, James Porter. James is Associate Director, Development & Communications for the END Fund , a nonprofit dedicated to controlling and eliminating neglected tropical diseases.

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.


Ten Changes to Make in 2012: Free Webinar Thursday

Kivi's Nonprofit Communications Blog

Tagging and segmenting can be very simple (a few extra fields in your database) to complex (with a complete customer relationship management system or CRM). Happy New Year! Our first free webinar of 2012 is coming up this Thursday, January 5: Ten Changes to Make in 2012.

Is Blackbaud Too Nice?

The Agitator

We neglect to our detriment strategic focus and concern about the important and fundamental ‘plumbing’ of contemporary fundraising – the database, CRM, eCRM platforms and other fundraising software applications. Raiser’s Edge, eTapestry, Blackbaud CRM, Luminate, Common Ground, NetCommunity, Friends Asking Friends, Target Analytics, Altru, Sphere, Nonprofit Central, and Blackbaud Social are just a few of the countless offerings we found when exploring the vast Blackbaud website.

Why donors stop their support

Nonprofit Marketing Blog

Just imagine what a solid communication plan built upon a top notch CRM/Database solution could do for each item above. I recently hosted a guest post by Jay Love on the great donor exodus. He covered how to determine how many donors you are keeping - and losing.

Please Vote—Communications Sessions #14NTC (NTEN Conference)

Getting Attention

Including linking your CRM & CMS & email. The Nonprofit Technology Network has a refreshingly open method of designing the program for its 2014 annual conference , and the votes of folks like you are a key part of it. I’ve partnered with some fantastic experts on these two sessions and hope you’ll to help bring them to life by voting for them today. Voting closes Wednesday, July 31 so vote now please! Marketing & Fundraising Meet & Greet.

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[Guest Post] Top 10 Tips for Growing Your Matching Gift Program

Fundraising Coach

One pro tip is to use a customer relationship management service (CRM) to keep track of all of your donors’ information, including matching gifts submitted and received. I've been impressed with the number of nonprofits actively educating about matching gifts.

Introducing “ENGAGEMENT FUNDRAISING”— the future of marketing for nonprofits.


And, there are industries propagating these decaying philosophies that include printers, consultants, CRM software companies and others. My mission is simple: I want to exponentially increase the revenues that nonprofits secure while dramatically reducing the cost of obtaining those revenues. Increase revenues. Drive down costs. With “engagement fundraising”— a phrase I coined about a year ago. What the heck is engagement fundraising?

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