Are Salesforce and Social Media, Well, Social?

Are Salesforce and Social Media Social

Nonprofits often ask us at Idealist Consulting: Can I integrate my Salesforce database with [insert social media platform here]? The first question we ask after hearing this question is: Do you have a social media strategy? Without a strategy, it’s difficult to direct organizations to the right tools, and even more difficult to make Salesforce and social media work together properly.

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New Integrated Suites Product Review for Nonprofits

New Integrated Suites Product Review for Nonprofits White Paper

Tired of juggling data in multiple systems? Many nonprofits are. Since the popularization of online marketing applications, it’s been common for nonprofits to have at least one database to manage “offline” traditional fundraising and donor management, and another database to manage online marketing efforts.

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A Fresh Approach to a Peer-to-Peer Fundraising Site

The Epilepsy Foundation's Fresh Approach to Peer-to-Peer Fundraising

With the 2013 National Walk for Epilepsy fast approaching, the organization was looking for a fresh new design for their peer-to-peer event. This national walk is one of Epilepsy Foundation of America’s (EFA) biggest supporter campaigns of the year. They’d used a variant of the design in 2012 and had gotten feedback from their event participants that needed to be addressed in a refresh. Our combined teams (EFA and Firefly Partners) did not have a lot of time – the public kick-off date had been selected and event registration needed to launch on time.

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JDRF Improves Constituent Engagement with a Single CRM Platform

JDRF Improves Constituent Engagement with a Single CRM Platform

It’s a situation that many nonprofits face: data and processes in multiple databases and spreadsheets. This may be the result of adding specific systems over time to meet specific needs. Or, it might have something to do with having multiple locations or chapters that each use a different system.

No matter how a nonprofit gets there, disparate data and processes can cause several challenges. Data is difficult to keep synchronized. Staff members may not trust the data in their systems because it’s inaccurate or incomplete. It can be nearly impossible to get a full view of each constituent’s interactions with the organization. But, creating a strong CRM strategy and implementing a single CRM system to support it can help any nonprofit overcome these challenges.

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Top π Tips for Choosing a CRM System for Fundraising

Tips for Choosing a CRM System for Fundraising

The first rule of fundraising is this: It’s all about relationships. So, when you’re looking for a new fundraising system, keep that rule front-and-center. How will the system I’m considering help me better identify, cultivate and manage relationships? How will the system connect our big picture goals with our day-to-day operations?

Today, fundraisers can reap the benefits of constituent relationship management (CRM). The beauty of a incorporating a CRM system for fundraising is that it’s designed to help you identify, cultivate and manage important relationships. It’s not like the fundraising databases of yesterday — not just a place to toss in data. It’s not designed to torture you with arcane processes or challenge you to a wrestling match every time you want information. No, a good CRM system can actually reduce the time you spend in front of technology and increase the time you spend in front of people, so you can develop relationships (instead of carpal tunnel).

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