Considering Salesforce donor management?

 

https://cloudstackservices.com/considering-nonprofit-crm-software/

What is a nonprofit CRM?

Nonprofit CRM is a software that stores and manages everything you know and cherish about your organization’s members, donors, and beneficiaries in a central location.

It can do a dizzying number of things, too. Such as integrate with your website, automate emails, connect with your accounting software, add a new type of supporter to your system, issue tax-compliant donation receipts, and increase charitable giving through personalized messages.

And so on. 

A CRM is also an orderly way to segment and slice the data to make informed decisions that convert to fundraising success.

How a CRM can benefit your nonprofit

No doubt, a CRM can strengthen and expand opportunities that support your core mission.

From segmenting supporters by interest areas, to maintaining strong constituent relationships, tracking membership activities, and simplifying the donation process, a CRM can empower your nonprofit to manage your data effectively and confidently.

It will allow your entire team to feel the purpose in their work by having a system that takes care of the major (not to mention menial) day-to-day administrative tasks like:

• tracking donations while campaigns are in progress
• automating acknowledgments and receipting
• recording every interaction with a constituent
• managing your finances and accounting
• assigning volunteers to activities
• pulling analytic reports

Sounds good, doesn’t it? There’s more. You can seamlessly integrate and sync your CRM with other third-party applications to manage your specific fundraising needs, like QuickBooks, Gmail, Mailchimp, and DocuSign, among many more.

If your nonprofit already uses Salesforce for your donor management, there are a few tips and tricks you can use to get the most out of your software:

• Collect actionable data from your fundraising, advocacy, and other campaigns to store in your Salesforce CRM. Don't collect more than you need to save money on Salesforce storage space, but make sure you collect enough for your various strategies and campaigns.
• Segment your donors by the variables you collect to personalize marketing materials and push the right campaigns. Donors respond well to personalized messaging, so carefully consider your communication tactics for each supporter segment.
• Switching interfaces for different software strategies is time-consuming in itself. Centralize your campaigns in your Salesforce CRM to better organize campaign planning and data.
• Purchasing one-off apps to meet your nonprofit's needs is both pricey and time-consuming. Investing in a complete fundraising suite like fundraisingManager helps your nonprofit better manage time, money, and data.