Tuesday, 21 January 2014

Make Your CRM Work FOR Your Non-Profit

There’s no denying the fact that a CRM makes your non-profit more efficient, but many non-profit owners and managers may be wondering—HOW does that happen? Well, it’s not just luck and, sadly, it’s not magic. Although you may be able to produce some pretty magical results if you choose the right CRM for your non-profit, you’ve got to make sure the CRM you choose works FOR you—and not against you.

It all comes down to the unique features that a CRM provides for strategic non-profit business management.

What’s most important to non-profits? Often, it’s contact management. Without great contact management, you’re surely missing out on tapping donations from generous donors who wish to support your cause. You’re also likely missing out on building relationships—another key to successfully managing a non-profit organization.

Choosing a non-profit-friendly CRM can really help you leverage your contacts for just that—tapping donations and building relationships—and at the end of the day, that’s how you build a non-profit business from the ground up. That’s how you help it grow.

Top Benefits of a Non-Profit CRM
There are innumerable benefits that a CRM can provide for non-profit organizations. The top benefits to focus on when choosing a non-profit CRM are features like:
  • Flexible Calendaring & Events
  • Automatic Address Book
  • Easy-to-Use Notes
  • Custom Filters
  • Tags to Group and Categorize
  • Web to Contact Form (allows you to capture contact details from your website)
  • Integration with Email Marketing Provider (like MailChimp)
  • Notifications & Follow Up System
Fact is, your CRM should go above and beyond those listed benefits. After all, you need to get the most for your money, especially when you’re running a non-profit.

Functionality like being able to link all the different items that relate to a client to get a 360 degree view of a customer or donor at-a-glance can be incredibly helpful. Super-fast search is also something that can save you in a bind (in case the worst happens and you forget a generous donor’s name—whoops!).

If you find yourself in a bind when you’re on the run, you’ll need mobile capabilities. Have you ever tried to look something up on a laptop when you’re stuck in downtown traffic? NOT FUN.

Getting Past Common Non-Profit Conundrums
Non-profit organizations specifically have to be on the ball when it comes to certain orders of business. Understanding your donors is one of the most important, yet difficult feats that any non-profit can encounter. Other issues that make non-profit project management especially difficult are:
  • Disengaged Donors
  • Uninformed Project Managers
  • Poorly Performing Project Managers
  • Missed Milestones
  • Prospects that Don’t Want to Donate
No matter how hard you work to make sure the difficulties mentioned above don’t happen to YOUR non-profit, the reality of the situation is that it’s nearly impossible for one or more of those issues not to pop up.

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