CRM: What It Is, Why It’s Important, and How to Make the Case for It at Your Nonprofit

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Constituent Relationship Management seems to be on the minds of nearly everyone in the nonprofit world. Much has been written about CRM’s promises of integrated information, more efficient processes, improved constituent engagement… the list goes on. This is all true, and the realization of these promises means that the multiple places where your constituents interact with you or your mission may finally be consolidated into one continually enriched database.

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The Power of One for Your Nonprofit

The Power of One for Your Nonprofit

Note: this is a summary of a blog post that originally appeared on the Avectra blog.

Many of today’s nonprofit organizations continue to acknowledge growing financial pressures due to increased competition for funds and other constraints. Having organizational data spread among multiple systems only compounds these challenges. Access to complete and up-to-date donor information is a “must have” when it comes to improving your staff’s ability to build personal relationships with donors and potential donors, positively impact donor retention and increase the amount of funds raised.

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When Is A Good Time For Nonprofits To Evaluate Their Online Tools?

When is a good time for nonprofits to evaluate their online tools?

Chances are pretty good that you’ve been using the same set of online tools to create your donation forms, email messages, and advocacy alerts for a while now.  Settling down with a set of online tools is comfy, like wearing a pair of sweatpants. Familiar. Easy. Sure, you’ve got your pet peeves about the system but you know each other pretty darn well.

It’s silly to pack up and move just in the name of change – and it’s also a mistake to stay where you are if your tools don’t meet your needs. At Firefly Partners, we guide our clients in an effective tool evaluation process that can shed light on whether it’s time to pack it up and move to a new platform.

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Is Your Nonprofit Organization CRM-Ready?

Is Your Nonprofit Organization CRM-Ready?

Just as Constituent Relationship Management (CRM) greatly improves your nonprofit organization’s relationships with its constituents, it also impacts the way your staff manages its data. Before implementing a CRM solution, it’s important to consider the end users and how their interaction with the system will affect your organization’s long-term success. Here are three questions to help shape a successful CRM implementation and continued use from an end-user perspective.

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Using CRM and a Narwhal Effectively

This is not the narwhal of which we speak.

One night when I was discussing databases with a friend at a bar (yes, this really does happen in San Francisco) he mentioned “Narwhal,” the database the Obama reelection team created to keep track of supporters for the 2012 election. Later that evening I did some research and discovered two interesting facts: (1) narwhals actually do exist (they’re a type of whale), and (2) the database that the Obama campaign named after this sea beast was the basis of a CRM system and strategy so sophisticated that the campaign raised $2.4 million in ONE DAY through a single, well-researched, well-executed email.

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