Digital Reach Online Solutions

Using HubSpot for your nonprofit??? If you’re making these common mistakes, you could be leaving donations and engagement on the table. We’ve seen organizations struggle with the same missteps, limiting their impact without realizing it. Swipe through to see what not to do (and what to do instead)! ??

Most organizations get HubSpot for automation. And then barely use it.????♀? If your workflows are stuck at "basic email sequences," you’re leaving time, money, and donor relationships on the table. The good news? HubSpot’s 2025 updates make automation smarter, faster, and way less of a headache. Here are four upgrades every nonprofit (and business) should be using: 1?? Smarter Lead & Contact Assignment: No more manually assigning donors, volunteers, or leads. Automate it based on location, giving history, or team capacity — so the right person follows up every time. 2?? Advanced Workflow Branching: Stop sending the same emails to everyone. Use smarter logic to tailor messages, like sending a personal thank you for major gifts or nudging volunteers who didn’t complete training. 3?? Data Quality Automation: Bad CRM data = wasted effort. HubSpot now auto-corrects names, standardizes addresses, and flags duplicates — because "John DonorDonor" doesn’t belong in your database. 4?? Programmable Automation: Need custom workflows? Now you can automate grant tracking, sync donation data, or integrate third-party tools without duct-taping systems together. Bottom line: If your automation isn’t saving you time (or raising more funds), it’s time to level up.??

?? Very excited to share some exciting news next week! ?? The entire EmployPlan, Inc team has been gearing up and working on this for months, along with our marketing partners Maarten Bovend'aerde Angela Snyder Martín Segalerba Thiago Velloso Kurt Buttress Karen Senette I appreciate all of these awesome people along with the rest of the DR team (some I couldn't tag but you know who you are ??), not only for what we are working on now but for my longstanding relationship of nearly five years with #DigitalReachOnlineSolutions/?? Mandy Thompson ?????. Thanks team! More coming soon.... ??? ?? https://lnkd.in/g9e2n-SE

Too many nonprofit teams are stuck with outdated systems, manual donor tracking, and disconnected tools. And it’s holding them back from raising more funds and engaging more supporters. The right CRM (like HubSpot) can change everything. Imagine: ? All donor & volunteer data in ONE place (not scattered across 10 spreadsheets) ? Automated follow-ups so no supporter slips through the cracks ? Clear, actionable reports that show what’s working, no more guesswork If this sounds familiar, you’re not alone. So many nonprofits are stuck with messy data and inefficient systems, but it doesn’t have to be that way. Thinking about a better setup? Shoot us a message! We're happy to share some insights and point you in the right direction. No pressure, just here to help.??

AI is everywhere in CRM, and HubSpot has been rolling out some serious upgrades. We’re talking: ? AI-driven forecasting to predict pipeline trends ? Automated email writing with real context, not just filler text ? AI-powered data cleansing to fix messy CRM records ? Conversational AI for sales and service teams, almost like having an extra team member Sounds like a game-changer, right? But is AI in CRM truly making a difference, or is it just another overhyped trend? For businesses, AI can mean: ? Lead scoring on autopilot so teams can focus on the right opportunities ? Smarter follow-ups that suggest real-time responses instead of generic check-ins ? More accurate sales forecasting to help teams prepare instead of just reacting For nonprofits, AI can mean: ? Donor segmentation that finds patterns in giving behavior automatically ? Automated volunteer matching to recommend the best roles for new applicants ? Smarter fundraising insights that predict which campaigns will perform best But here’s the flip side: ? AI is only as good as your data. If your CRM is a mess, AI won’t fix it. ? AI can’t replace human connection. Relationships still drive revenue and donations. ? AI isn’t perfect. Predictions help, but they won’t always be right. What’s your take? Has AI in your CRM actually improved the way you work, or does it still feel more like hype???

Museums and libraries are essential pillars of our communities. They preserve history, celebrate culture, and provide spaces for learning. But right now, critical funding is on the line.?? A new Executive Order could slash funding for the Institute of Museum and Library Services (IMLS), an agency that supports cultural institutions nationwide. If these cuts happen, museums and libraries everywhere will feel the impact. What can you do? Stay informed, spread the word, and let your representatives know that museums and libraries matter. Because when we support them, we support education, culture, and the future. #SaveIMLS #SupportMuseums #LibrariesMatter

Nonprofits, are you making the most of your canvassing efforts? Or is managing your canvassing data more chaotic than effective??? We know that outdated records, missed connections, and inefficient outreach are no fun. The good news? Our sister brand, Nonprofit Tech Shop, is hosting a FREE session to help you streamline your outreach and maximize impact. Join our HubSpot-loving CEO, ?? Mandy Thompson ?????, for "From Data to Action: Smarter Canvassing for Nonprofits & Political Organizations." What you’ll learn: ? How to turn raw data into marketing that actually works ? The right tools to collect & use field data more effectively ? Proven strategies to rally supporters & drive real engagement ? The smartest way to sync VAN & consumer data for better outreach ?? Date: Wednesday, April 9, 2025 ? Time: 10–11 AM EDT Data should power your movement, not slow it down. Save your spot now!????

Be honest. Does your CRM actually help or is it just another headache? If any of these sound familiar, it might be time for an upgrade (hint: HubSpot): ?? Your team is drowning in spreadsheets. Still tracking leads in a 27-tab Google Sheet? Copy and pasting donor thank yous? Automate follow-ups so your team can focus on people, not paperwork. ?? You have no idea if your outreach is working. Are your emails and ads actually driving revenue or donations? Real-time tracking shows what’s working. No more guesswork. ?? Everyone’s working with different (or outdated) data. Sales, marketing, or fundraising teams all have their own version of the truth? A centralized CRM keeps everyone on the same page. ?? Your CRM is either too complicated, or you don’t have one. If your system is clunky (or nonexistent), it’s time for something simple and intuitive. No PhD required. ?? If two or more of these hit home, it might be time for an upgrade. Not sure if HubSpot is right for you? Let’s chat, no pressure. Drop a comment or DM us!

Many growing companies invest in HubSpot for its flexibility, only to realize that as their teams scale, things start to break: ? Too many custom properties means data gets messy fast. ? Disjointed automation means workflows feel more like workarounds. ? Sales & marketing misalignment means the handoff is bumpy and reporting is inconsistent. The problem isn’t HubSpot, it’s how it’s set up. HubSpot is powerful but it isn’t "one-size-fits-all" for mid-market and enterprise teams. Here’s what makes the difference: ? Integrating the right tools = Connecting HubSpot with your full tech stack. ? Building scalable automation = Creating workflows that adapt as you grow. ? Streamlining your CRM architecture = Keeping data clean and processes simple. We’ve helped teams customize HubSpot to fit their specific needs — because no two companies operate the same way. When HubSpot is set up strategically, it becomes a growth engine, not a roadblock. What changes have helped your team make HubSpot work better at scale?

Nonprofits, is your CRM helping or hurting you? A CRM is the backbone of fundraising, donor relationships, and program management. When it’s working well, it streamlines operations and helps you build stronger connections. But when it’s not, it becomes just another obstacle standing between you and your mission. A great CRM should feel like a partner in your mission, not a roadblock. Swipe through to see if any of these challenges sound familiar. If they do, then it might be time to step back and reassess. What CRM challenges have you faced in your nonprofit? What’s working and what’s not? We’d love to know!??