3 Questions Environmental Organizations Should Ask When Evaluating a CRM

EveryAction

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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5 Ways to Effectively Use Your CRM

EveryAction

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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4 Ways That Health Organizations Benefit From a Unified CRM

EveryAction

This is easy to do with a powerful CRM that enables collecting, tracking, and segmenting personal data effectively. Using a unified CRM is important when doing any type of mass communication, so that the message can be tailored based on all available data. CRM healthcare

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Why everyone talks about segmenting emails but hardly anyone ever does it

iMarketSmart

Everyone talks about segmenting emails — sending the right message to the right person at the right time. You have tons of data in your CRM. Ready to see real-world examples of our email segmentation solution used for organizations like yours?

How to Use CRM + Donor Management Software to Talk to Anyone

EveryAction

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.

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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.

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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Finding Data Management Solutions for Arts and Culture Organizations

EveryAction

Database and CRM systems for arts and cultural organizations should offer the capability for several key tasks: 1. Using a unified CRM is important when doing any type of mass communication, so that the message can be tailored based on all available data. CRM arts and culture

How To Find the Right Database For Social Justice and Advocacy Nonprofits

EveryAction

Using a unified CRM is important when doing any type of mass communication, so that the message can be tailored based on all available data. If you're looking for a CRM that fits the unique needs of social justice and advocacy organizations, or just wondering how yours stacks up - click below!

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How To Find Effective Database Solutions for Social Services Organizations

EveryAction

Using a unified CRM is important when doing any type of mass communication, so that the message can be tailored based on all available data. CRM nonprofit tools

5 Tech Best Practices Universities Should Use To Keep Alumni Connected

EveryAction

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

EveryAction

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

EveryAction

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.

Improve Donor Stewardship with These 5 Proven Strategies

Fundraising Coach

Striking a balance between general and personal content will become much easier once you segment your donors. By segmenting your donor base into groups, nonprofits can tailor their communication strategy to different types of donors. What categories should you segment donors into?

How to Connect Email Engagement to Your Big Goals

Kivi's Nonprofit Communications Blog

Our CRM tells us who is engaged and who isn’t according to a basic test: If they have opened or clicked any email or filled out a web form in the past 90 days, they are considered “Engaged.” I set the 90-day and 12-month timeframes, and the CRM does the rest.

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EveryAction Acquires DonorTrends

EveryAction

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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5 Simple Strategies to Organize Your Nonprofit’s Donor Data

Kivi's Nonprofit Communications Blog

These days, it’s near impossible to find a nonprofit that isn’t using some sort of software to manage their donor data, whether it’s a fully-loaded nonprofit CRM or a simple spreadsheet. First, you can create donor segments to better understand your community.

Here's 28 Reasons Why Your Nonprofit Should Switch to EveryAction

EveryAction

Dig deeper by segmenting data by universe, timeframe, or source. From new feature adoption workshops to advanced CRM trainings, hundreds of recordings, and monthly in-depth webinars, users have access to the resources they need to be successful using the tool. #15.

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.

3 Ideas for Getting the Word Out to Your Donors About Online Fundraising Campaigns

J Campbell Social Marketing

That’s where donor segmentation comes in. Donor segmentation can help you personalize communications without sacrificing large chunks of time and funding that your organization doesn’t have. Make sure you are getting the most out of your CRM. Guest post by Gretchen Barry.

7 Tips to Improve Nonprofit Donor Communication

Ann Green

Segment your audience. Segment your audience. To establish good communication practices, it is crucial that you first segment your donors. Depending on the specifics of your organization, you may choose to segment your donors in different ways and with different strategies.

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10 Email Resolutions for the New Year

EveryAction

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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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.” In both cases — the 3-month mark and the 12-month mark — we were able to decide on that number and to create that setting in our CRM. The more you can segment, the better.

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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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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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5 Strategies to Build Better Relationships with Your Mobile Donors

Kivi's Nonprofit Communications Blog

Segment donors to create more personal interactions. Strategy #4: Segment donors to create more personalized interactions. Donor segmentation. The information on your mobile donors is sitting in your nonprofit CRM , and it can be used to create more personalized communications.

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Our EveryAction Hero: Middle East Children's Alliance

EveryAction

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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Nonprofit Marketing Team Roles and Tasks – Who Does What?

Kivi's Nonprofit Communications Blog

Manages segmentation/targeting strategy, so you are sending “right content to the right people.”. 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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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.

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.

Donor Relationships: 5 Challenges and How to Overcome Them

Ann Green

Segment your supporters. Segmentation is the tried and true strategy that allows your organization to address the individual interests of your supporters without sending individual emails to each one. Create donor segments based on commonalities in their donor profiles.

5 Inventive Ways Donor Data Can Boost Your EOY Fundraising

EveryAction

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. Additionally, you can segment your donor database based upon donors’ past giving history or giving potential.

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4 Easy Ways to Get Closer & Boost Action

Getting Attention

Begin by identifying your target audiences and prioritize segments of each that share wants, needs and preferences. They could quickly see that terms such as “police” started trending, nationally and among supporters in AFSC’s database (CRM).

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Our EveryAction Hero: Feeding Wisconsin

EveryAction

Also because of the segmentation tools and our development practice segmenting our database, we are sending more emails to a smaller group of people which then drives higher engagement. As we’ve been better segmenting our audience we’ve seen a higher uptick in the level of engagement on our actions. In fact, one of the reasons we decided to go with EveryAction for our CRM needs is because of the powerful advocacy and organizing tools.

4 Doable Ways to Get Closer & Boost Action

Getting Attention

Begin by identifying your target audiences and prioritize segments of each that share wants, needs and preferences. They could quickly see that terms such as “police” started trending, nationally and among supporters in AFSC’s database (CRM).

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

EveryAction

It involves segmenting your audience and creating customized emails just for them, but with a good CRM it’s easy. There are thousands of nonprofits changing the world in big and small ways every single day. The best of these nonprofits know that one of the major keys to success is using top-notch nonprofit tools to run smart, creative, and impactful campaigns.

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5 Ways Nonprofit Tech Can Improve Your Donor Stewardship

Fundraising Coach

Your organization can use its existing nonprofit software and fundraising tools to steward donors by: Personalizing communications with segmented lists. Personalize Communications With Segmented Lists. Donors can be segmented based on various indicators like: Average gift size.

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Worry Less about Spam Blocking and More about Email Engagement, Part II

Kivi's Nonprofit Communications Blog

For example, our CRM, Infusionsoft, lets us pick the number of months after which if someone doesn’t open an email they are tagged as unengaged (we personally use three months).

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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. We’ll also use it to segment more of our own marketing emails about our training programs.

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

iMarketSmart

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. Take those 5, 10, 15, however many donor ID’s that are in the export and look those people up in your CRM.

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). Happy New Year!

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