The Cost of Out of Date Donor Information [Tech Tips]

The Cost of Out of Date Donor Information

It might not be the most exciting topic to think about, but consider this: how your constituents react to your organization is a result of how they perceive you. If your communications with your constituents are in any way inaccurate, that is what they remember. Not your message. Having clean and accurate data doesn’t just leave a good impression, it allows your mission and message to come through loud and clear.

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The Basics of Salesforce.com for Nonprofits [Tech Tips]

In this post I will breakdown some of the basics of Salesforce.com for nonprofits.  In Heller Consulting’s recent paper on Salesforce.com-based donor management applications, we covered the fact that Salesforce CRM, as natively designed, is meant to track business-to-business relationships and sales opportunities. But Salesforce.com is a platform that is exciting to nonprofits for many reasons, so it’s important to go “back to basics” and understand what alterations have been made to make the platform attractive for everyday fundraising and other nonprofit needs. 

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Integrating Your Nonprofit Beyond Donor Management Using CRM

CRM nonprofit donor

Managing donors and fundraising is no simple task. Integrating your nonprofit beyond donor management using CRM (Constituent Relationship Management ) systems can make the work easier by providing a robust set of tools for staying in touch with donors. But that’s not the only thing that CRM can offer an organization.

CRM offers powerful opportunities to integrate an organization around mission management. Likewise, there is a lot that needs to be done internally to keep the lights on in your nonprofit: CRM can be used to integrate operations, too. So, how do you get started?

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Top Qualities in a Great CRM Administrator

7 Things to Think About Before You Implement a Fundraising System

If you want your nonprofit’s Constituent Relationship Management (CRM) system to function at its best, you need a good set of eyes and hands managing it. A CRM Administrator is crucial for the success of your database.

Almost daily, nonprofits ask us to provide advice and insight about this valuable position. So, over the next few months, we’ll share our top tips — drawn from our 16 years of experience working with over 800 nonprofits — in a series of articles on this topic. Our goals: to give you an understanding of the best-case roles and responsibilities of a CRM Administrator and raise the level of expectations for this often under-valued position.

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7 Ways to Streamline Your Fundraising System for End-of-Year Success [Tech Tips]

7 Things to Think About Before You Implement a Fundraising System
It’s here. The end of the year!  Time to think about streamlining your fundraising system for end-of-year success.  Ok, so maybe the calendar says we’ve still got several weeks to go, but for those focused on fundraising, December 31st looms large.

There’s a lot of money to raise and a lot to do — connect with prospects, process gifts, communicate with accounting, thank donors and report on progress — all at once, and often at break-neck speed.  To be successful, you need your fundraising system humming; any problems that you may be able to live with throughout the year can become major hurdles at year-end.  So let’s knock them down!

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