A Quick Guide to Using Technology Throughout the Donor Engagement Process

J Campbell Social Marketing

Many people are most likely to respond to text messages over phone calls or emails, which often result in genuine and personal exchanges. Uploading this information into a customer relationship management (CRM) tool can be a great first step.

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. Be Detailed: If you interact with a supporter on Twitter or Facebook or meet someone at a conference and exchange business cards, write it down.

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Get More from Your Donor Database

Getting Attention

Apps (on the Salesforce App Exchange and beyond) for taking online donations (processing fees still apply), project management, and calendar management are likely to help your organization, especially if it’s on the smaller side, to operate more efficiently.

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

Getting Attention

This is your chance to hang out, talk shop, exchange ideas and swap notes about top-of-your-list sessions. 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.

Playing by the (Wrong) Rules

Sea Change Strategies

It’s a quintessential market exchange. I think one cause of the low-dollar death spiral is the fantasy of CRM, or constituency relationship management. Simplified, CRM is a set of communications channels tied to a database and governed by a set of rules. The problem isn’t CRM itself but the fantasy that it can do the job alone. This was a tough year-end for a lot of fundraising organizations. Time for some sober reflection and some self-honesty.

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