CRM and Customer Retention

Non Profit Marketing 360

With digital media, the core advantage is the collection of thousands of data to allow you to critically evaluate your customer behaviors. Actually foreseeing what your customers will do in light of an event. Choosing a CRM. The most popular and recommended way to do this is with a Customer Relationship Management software, or CRM. This is the driving factor in selecting a CRM. Using a CRM for Retention. Data matters.

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5 Ways to Effectively Use Your CRM


A CRM is no different than any other tool that your nonprofit uses, in the sense that there is a difference between using it well enough to get by, and really getting the most bang for your buck. With effective testing, you’ll be maximizing the potential of your email program and your CRM.

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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 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.

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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! In addition, customers are now empowered to transact and interact on demand without limitations or restrictions on where and how they buy.

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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.

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.

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4 Ways Colleges Use Technology To Increase Campus Engagement


There are a variety of technologies available to help Student Activities professionals excel in their work, particularly Constituent Relationship Management (CRM) databases that allow easy tracking and management of campus events and general student involvement.

The Role of the Free Agent and Fundraising


I think customer relationship management is important here. 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.

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Halcyon's By The People Festival: How One Organization is Using Data to Unite People Around Art


CRM arts and cultureHalcyon is a DC-based arts and culture organization that brings together diverse groups of changemakers in art and social enterprise and provides a safe haven for their bold ideas to take flight.

5 Tech Best Practices Universities Should Use To Keep Alumni Connected


Use a targeted email program to segment your list based on various characteristics, and create custom email series to show alumni that you are invested in them as individuals. fundraising CRM Development donor management higher education

5 Tech Best Practices Universities Should Use To Keep Alumni Connected


Use a targeted email program to segment your list based on various characteristics, and create custom email series to show alumni that you are invested in them as individuals. fundraising CRM Development donor management higher education

A Quick Guide to Using Technology Throughout the Donor Engagement Process

J Campbell Social Marketing

Uploading this information into a customer relationship management (CRM) tool can be a great first step. With a CRM tool, a nonprofit can track all sorts of data on its current and potential donors, including contribution history, engagement history, social media links, and more.


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.

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EveryAction Development: Make Your Fundraising Tools Work For You


As a major force behind this powerful, unified fundraising solution, Melissa is our go-to guru for learning how EveryAction Development is a better, more user-friendly platform to cultivate donor relationships, track major gifts, run direct mail & telemarketing campaigns, segment custom reports, and at the end of the day, raise more money. It has been an ongoing pain point for nonprofits using other CRM solutions, so we were determined to solve that problem.

Nuggets of Social Change–Round 2


Are you or your clients curious about the latest and great in customer relationship management models? Web Strategist Jeremiah Owyang recently wrote up an in-depth post that gives an overview of 31 different CRM companies that are worth a look through.

3 Nonprofit Email Unsubscribe Pages That Might Inspire You

Kivi's Nonprofit Communications Blog

Naturally, the Charity: Water team takes it up a notch by actually telling you how many emails you can expect so that you can customize the volume and mix of email that works for you.

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EveryAction Acquires DonorTrends


EveryAction offers a best-in-class Digital, Fundraising and Organizing SaaS products, with a unified customer relationship management (CRM) platform that effectively serves large and small nonprofits, as well as campaigns through its existing NGP VAN brand.

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EveryAction Acquires ActionKit


EveryAction offers a best-in-class Digital, Fundraising and Organizing SaaS products, with a unified customer relationship management (CRM) platform that is able to effectively serve large and small nonprofits, as well as campaigns through its NGP VAN brand.

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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. 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.

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.

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.

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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Donor Data: 5 Data Tips for More Efficient Fundraising

Fundraising Coach

Store data in the right CRM for you. Store data in the right CRM for you. For a quick refresher— nonprofit data is stored in a constituent relationship management (CRM) system. Taking time to research the right CRM solution for your organization is the first step to that.

5 Inventive Ways Donor Data Can Boost Your EOY Fundraising


The best way to reach your donors in meaningful ways is to look into your donor database or CRM and analyze the data that you have. Specifically, these data fields can help you build a custom yet scalable communications strategy: The donor’s preferred name and title.

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How Greenpeace & Other Environmental Groups Are Using Technology to Build a Better World


We’re proud to power organizations like Greenpeace USA with EveryAction’s easy-to-use forms , but what really excites us is when organizations go a step further, customizing them to meet their own needs. You can see when someone volunteered, campaign activities they participated in, availability, and custom identifiers relevant to the work you do. It involves segmenting your audience and creating customized emails just for them, but with a good CRM it’s easy.

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7 Tips to Improve Nonprofit Donor Communication

Ann Green

Consider implementing these details into customized thank-you’s for each donor. This allows you to send targeted messages customized to a smaller group of donors who share similar qualities. .

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Get More from Your Donor Database

Getting Attention

That’s why I’ll be blogging lots of tips, tools and case studies on building out and using your database(s) to improve your supporter’s experience in 2014—via segmentation, serving customization content and personalization. Welcome to guest blogger, James Porter.

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. We love pre-built reports that give you an easy place to start, but can be quickly customized with a ton of filters, columns, and sorting. A new year means new resolutions, and for nonprofits that often falls into the category of better fundraising practices. Enter our new series, “New Year, New Heights.”

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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.

When to Stop Snail Mailing and Emailing People, Part I

Kivi's Nonprofit Communications Blog

If you haven’t engaged in the last three months (which includes email opens and clicks, website form completions, or shopping cart purchases), you are moved to a list that our CRM calls “Unengaged Marketable.” The argument for keeping them in the database even if we aren’t emailing them is to have a more complete record of previous customers and to have their personal history available should they re-engage.

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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). Finally, with a little bit of effort, we found some partners who were ready to share our results with their clients and customers!

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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.

End of Year Is Here: Where to Focus Your Attention Right Now


Here is your super simple 3 step process for finding out who has yet to renew, no Excel pivot tables needed: Download a “donation history” report from your CRM. Click on the Custom Queries tab. When you create your “custom query” toggle the “all” selection to “$5,000+.”

Got UTM? Measuring Nonprofit Email and Social Media Results

Kivi's Nonprofit Communications Blog

Your website CMS or your CRM database may have URL builders built into them too. For example, we use a plugin called iTracker360 , because it integrates with our CRM, Infusionsoft. You can also create your own custom dashboards to show you exactly what you want to see.

10 Email Resolutions for the New Year


Your CRM provider may have an email deliverability specialist on hand. You shouldn’t have to be an email expert to use a good CRM. Conditional content allows you to use if-then statements and create dynamic ask strings, taking advantage of the rich data you have on each supporter and customizing messaging based on their individual profile. (This is the second post in our New Year, New Heights development series. Need to catch up?

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


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.) Every profession has its fair share of jargon.

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Irwin Union Bank Donation

Cause Related Marketing

My posting on Firedog Across America revealed a study which shows that customers respond best to CRM campaigns when causes and companies are well-matched.But what if you’re a bank and have all. Is ‘Any Charity’ As Good as One Charity?My My posting about 505 Green Chile Sauce talked about how a company might go about picking a suitable charity to partner with in a cause-related marketing campaign.

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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.

Our EveryAction Hero: Middle East Children's Alliance


The primary way we use EveryAction is in segmenting our lists and customizing our asks in email, mail, and for major donors , so we know we’re asking the right people for the right amount. I couldn’t do that without a good CRM. The Middle East Children’s Alliance (MECA) works to protect the rights and improve the lives of children in the Middle East through aid, empowerment and education. This year they're celebrating 30 years of serving the region.

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7 Questions on Marketing Automation for Nonprofits


MV: Automation came about once marketers began to see the value of inbound, or the idea that creating valuable content will bring potential customers to you rather than the outbound efforts everyone was familiar with.

Nonprofit Web Design 101: 5 Strategies for Beginners

Kivi's Nonprofit Communications Blog

These programs often come with templates — or pre-built designs — that you can customize. 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.

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