Boost Your Nonprofit’s Potential: Five CRM Tips for Success
Submitted by Forvis Mazers
Nonprofits may find that a properly implemented and maintained customer relationship management (CRM) tool is critical for engaging with donors and consistently achieving their fundraising targets. In this article, learn about CRM best practices that can help nonprofits harness the power of data and meet their mission.
What Is CRM?
To begin with, a CRM system is the software or database where customer information is stored. In the nonprofit sector, CRMs can be used to house donor information such as name and contact information, pledge and donation history, and communication and engagement tracking. In addition, some nonprofits utilize CRM systems for member, client, or participant information.
CRM resources offer a wide range of functionalities and customization options. Some iterations may be true turnkey solutions, while others might be built out to include automated communication plans and results, as well as accounting or case management software integrations.