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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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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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.

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

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.

EveryAction Acquires DonorTrends


Smarter segmentation and better optimized donor journeys will result in more immediate and long-term revenue for the nonprofit organizations both companies serve.”. Predictive Analytics Fundraising Product Fuels EveryAction’s Rise in Nonprofit Market. Washington, D.C.,

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Donor Data: 5 Data Tips for More Efficient Fundraising

Fundraising Coach

Store data in the right CRM for you. Segment your donor data for heightened insights. Store data in the right CRM for you. For a quick refresher— nonprofit data is stored in a constituent relationship management (CRM) system.

7 Tips to Improve Nonprofit Donor Communication

Ann Green

Segment your audience. Consider implementing these details into customized thank-you’s for each donor. Segment your audience. To establish good communication practices, it is crucial that you first segment your donors.

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10 Email Resolutions for the New Year


Your CRM provider may have an email deliverability specialist on hand. Segmenting Lists. Tackling list segments can seem daunting at first but our advice for an easy way to start is to create donor personas. These shouldn’t just be segments based off of just age or demographic. You shouldn’t have to be an email expert to use a good CRM. While segmenting your lists is the first step, the next is to tailor your content to target your specific audience.

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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.

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. The more you can segment, the better.

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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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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. Segment your donor lists.

When to Stop Snail Mailing and Emailing People, Part II

Kivi's Nonprofit Communications Blog

The bottom line in both email and print: Invest in a good CRM. Good tracking and list segmentation with customized sending schedules for different segments in different channels based on their engagement status — with automation to move people from segment to segment based on their action or inaction in time windows you set — will allow you to maintain a strong sender reputation, optimize engagement and donor retention, and save you money.

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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. The invisible part of fundraising that people don’t really think about is segmentation. You should segment by gift level, how long someone has been a donor, how frequently they give and then you can target them with the right ask. I couldn’t do that without a good CRM.

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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+.”

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.

Ten Changes to Make in 2012: Free Webinar Thursday

Kivi's Nonprofit Communications Blog

For example, here’s one of the ten items on the list: tagging and segmenting your mailing lists. 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).

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7 Questions on Marketing Automation for Nonprofits


Marketing automation for nonprofits takes communications ingredients like the right audience segment, the best ask, compelling stories, and powerful calls-to-action and combines them to cook up smart, fruitful campaigns while you work on everything else.

Improving Donor Communication: A Q&A Guide for Nonprofits

Ann Green

Look into your CRM to review their donor history. Once you have the right information on your donors, you can segment them into different groups with their own marketing strategy. Customized to your cause. By John Killoran.

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#GivingTuesday 2019: How to Build A Successful Fundraising Campaign

Fundraising Coach

A robust constituent management system : A more comprehensive CRM platform allows you to automatically create profiles for your donors, keep track of their previous donations, and view real-time data and analysis. The holiday season inspires a certain sense of altruism.

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7 Techniques to Boost Donor Engagement

Fundraising Coach

And while creating a completely individualized approach isn’t always feasible, building successful relationships does require some customization. In addition to tracking all aspects of your donor relationships, donor database software lets you segment your donors into different categories.

5 Steps to Finding the Ideal Email Service Provider

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There were two main problems: We thought the most significant gap was that the customer service team was impossible to reach. Do you need to integrate the ESP with third-party databases such as your fundraising or CRM systems? You may want to change from all-HTML all the time to some HTML emails and some text or to segment your lists in a completely different way (e.g. Customer-orientation: Do they offer good support via email, chat and phone?

Social Media: What Priority For Fundraising?

The Agitator

" On the other hand, Joe Marchese, writing in Online Spin , takes this view: "Many people become fans because they are already sold on one aspect or another of the brand, and they are very likely already customers (hence the usage of CRM). 40% - Twitter will be only marginally useful for for most nonprofits, because only a very small segment of their donors and activists will adopt it.

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