Email Marketing Automation – Webinar Recap

Predictive Response Webinar

So much to do so little time…sound familiar? All of us know the importance of a strong marketing strategy, but when you’re resources and budget are limited, this may get pushed to the back burner. Luckily, there are tools like email marketing automation to help you get back on track while saving time and money. Predictive Response recently had a webinar on this topic illustrating three types of campaigns.

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How to Ramp Up Your Recurring Revenue Program

How to Ramp Up Your Recurring Revenue Program

Idealist Consulting recently partnered with Mike Spear of Classy and Matt Scott of UpRaise Consulting for a webinar on how to ramp up your recurring revenue program. Recurring donations can be a game-changer for nonprofits of all sizes – up to 75% of one-time donors do not give again the following year, but most of this is preventable just by changing “the ask.”

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CRM, a Change Campaign: Shine in the Light in Public!

CRM, a Change Campaign - part-2CRM implementation should be modeled like a fundraising campaign – a CRM deployment is not all boring techie geek stuff; it really an excuse to modernize and change your entire business. And like fundraising, a CRM campaign has phases: a silent phase, a public phase and “done but let’s talk about what’s next.”

Today’s topic is the public phase. First, you should create a communications plan bearing in mind that you can and will adjust as you go along. Be flexible. You want to get buy-in from your various stakeholders and end users at the onset and as you go along; if you need to change your communications, do it. You have to be part of the change management yourself.

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A Resource Guide to Year-End Fundraising

Year-end Fundraising ResourcesWell, the end of year is near! As we get closer to saying goodbye to 2014, many nonprofits are in the process of finalizing and executing their year-end fundraising campaigns. Deadlines are looming, task lists are long and resources may be limited. But, never fear! The team at iATS Payments has created this collection of blog post resources to help inspire, motivate and inform you as you tackle your end-of-year fundraising campaigns.

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Why CRM-Bookkeeping Integration is Harder Than You Think

CRM-Bookkeeping IntegrationIt always starts innocently enough: one of our clients smartly recognizes that their financial records are the most reliable data source for donors and constituents, and asks how to sync this to their CRM. This request happens almost on a weekly basis, from organizations of all sizes, using all manner of back office systems (QuickBooks, Peachtree, Great Plains and more). The motivation behind this request is typically to achieve these two clear benefits:

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