Avectra, Fundraising, and the Power of CRM

Team Heller and Avectra discuss CRM and fundraising.

One of the hottest topics today is how use CRM to raise more money for your nonprofit. If you are going to the Avectra Users and Developers Conference March 3-5, you will get a chance to hear Heller Consulting and netFORUM experts from Avectra to talk about the CRM tools and techniques you can use to boost your fundraising success rate. Here are a few more details:

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Nonprofit Gains Efficiencies Using a Cloud-based CRM System

Single Cloud Based CRM System for a Better Nonprofit Experience

Your organization may have merged with another nonprofit, or simply adopted multiple systems for constituent relationship management over time. No matter how your nonprofit ended up there, juggling multiple, overlapping or disparate systems and processes is a recipe for operational inefficiency and an inconsistent experience for your constituents.

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Use Salesforce.com to Support Your Nonprofit’s Metrics Needs [Tech Tips]

Use Salesforce.com to Support Your Nonprofit's Metrics Needs

As competition for donors’ attention becomes stiffer, savvy nonprofits are realizing the value of clearly defined metrics to help track and develop both operational and programmatic success. Metrics are extremely useful — if not entirely necessary — for every department at your organization, but are only worthwhile if they are accurate, actionable, delivered to the right people, and quickly understood. Following are a few tips on how to prioritize and place your data in Salesforce.com, a common database platform for nonprofits, to effectively support your organization’s metrics.

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A Few of My Favorite Things about Luminate CRM [Tech Tips]

Useful tips for working with Luminate CRM

Luminate CRM from Blackbaud

Nonprofits today have an exciting world of donor and constituent relationship management solutions to choose from. One such solution, Luminate CRM from Blackbaud, is an incredibly sophisticated system that contains advanced functionality. Built on Salesforce.com’s Force.com platform, Luminate CRM allows for all the standard types of gift processing needed by nonprofits.

Easy Duplicate Management

My favorite feature is the duplicate management functionality, which merges duplicates in the offline and online system at the same time so that users do not need to clean up records in two locations.

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Adopting a More Coordinated and Effective Approach to Fundraising

Health System Database Merger Case Study

Managing disparate donor databases typically leads to one thing: inefficient fundraising. Merging donor databases across your nonprofit  — whether yours is a single location, a primary organization with multiple chapters, or a healthcare system — helps you streamline internal development operations, reduce the risk of duplicate or inconsistent donor communications, and, ultimately, improve overall fundraising performance.

Here’s just one example: A prominent health system worked with Heller Consulting to merge 11 separate donor databases into a single system for more efficient and effective fundraising.

Following are some of the results:

  • Increased efficiency — The main database administrator can now run reports for individual medical centers, freeing development staff time.
  • More effective fundraising — The system no longer competes over shared donors, dual development officer assignments are minimized, and officers are closing more gifts.
  • Improved performance — The consolidated database paved the way for processes that manage and track development office performance.

Find out more about this success story here:

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