A robust Customer Relationship Management solution (CRM) may not be at the top of most nonprofits’ wish lists, but it really should be. Whether they’re volunteers, donors, or those receiving services, nonprofits thrive on good, two-way relationships with their constituents. Doesn’t it make sense to invest in them? The returns can be huge--saved time and money, simplified daily operations, more effective outreach.
How CRM can give nonprofits a leg up:
While for-profit companies have been using CRM for years, many nonprofits haven’t taken advantage of it yet. This is especially unfortunate because they actually have greater potential to benefit from implementing CRM than their for-profit counterparts. Based on the fact that so many of the people they interact with fill multiple roles, the impact of creating an efficient, accurate database to track and interact with them is much bigger. It fosters clear communication which ultimately means the nonprofit can serve more people.
That’s a win-win in our book.
If you’d like to learn more about how your nonprofit can leverage CRM to drive strong relationships and further its mission, contact us. We’d love to show you a free demonstration.
Everyone wants their donation to make a big impact when they give to a nonprofit. They want as much of it as possible to go to the cause the nonprofit is championing, but a lot of people overlook the daily operational costs that need to be offset. In an attempt to better serve their cause, many nonprofits delay investing in internal process automation improvements, and they end up working with slow, outdated systems.
Thankfully, Kent County’s Nonprofit Technical Assistance Fund (NPTA) is trying to change that. Four times a year, they provide grants to qualified nonprofits around the Grand Rapids area so they can invest in capacity building and technical assistance.
As an approved supplier, we’ve worked with several recipients before and have seen the transformative effect these investments can have. For example, digitizing and consolidating a team’s paper files and multitudes of spreadsheets to a single data source of truth is a huge undertaking. It’s easy to put off again and again because of its expense and time commitment, but, in the long run, having a modern yet flexible solution like CRM will make it easier to serve more people and extend outreach.
To put it simply: improving a nonprofit’s process and technology will save them a lot of time and money that can be reinvested into the people they’re serving. Access to community funds is a huge help in jump-starting the process. If that’s not something to celebrate, we don’t know what is.
So congratulations to this year’s recipients! We wish you the best.
If you’d like to learn more about how to improve your nonprofit, don’t hesitate to contact us. Or get more details on how to apply for a NPTA grant by checking out our blog post How to Get Community Funds to Help Nonprofits Leverage New Technology.
In our previous nonprofit post we outlined four areas in which a nonprofit can benefit by leveraging for-profit business strategies and tactics. Now we will share some key points from a recent presentation we did at the West Michigan Chapter of the Association of Fundraising Professionals (AFPWM). Specifically, we will talk about how you can create an environment that allows you to manage ALL of your relationships with people, not just the donors.
Typically, nonprofits have a high level of sophistication around the processes and systems used to manage donor related information and activities. After all, this is the life blood and often what fuels the nonprofit to deliver on its mission. It is also common that other functions across the organization do not coordinate well with processes, donor management systems and data. Similar to what happens in a for-profit organization, functional “silos” result in many different special purpose systems and processes being maintained. No matter the cause, this results in your nonprofit team not being able to effectively coordinate to manage relationships at an organizational level.
Here are some indicators that your nonprofit may need to think about a new way to manage relationship information:
For-profit businesses solve these challenges with a CRM or Customer Relationship Management strategy and solution. In this context CRM is beyond a “system”, but instead a way to organize and manage the information and processes connecting your nonprofit with the people and organizations that are important to your mission. For most nonprofits, this could include volunteers, donors, clients, boards or steering committees, sponsoring organizations, foundations, benefactors, etc.
CRM solutions provide much more depth and value than maintaining your individual or organizational records. It also provides one “source of truth” for managing the entire relationship with the person or organization – no matter how simple or complex. The robust relationship, communication and task management functionality that for profit organizations have leveraged from CRM for many years in their sales and customer services processes can also be leveraged in a nonprofit. With it, you can:
CRM solutions are not cookie cutter. While the points above are generalized – the exact benefits that your nonprofit would receive are specific to your unique situation and mission. Whether or not you already have a well-defined donor management process and information system, CRM can allow your organization to more effectively manage all of the important relationships beyond just donors.
Next up in our nonprofit blog series…… ROI for nonprofits?
How can marketing help your nonprofit move from “‘doing good’ to doing MORE good?”
DPT is sponsoring an American Marketing Association event on March 12 featuring Bill McKendry who will be sharing 13 Marketing Tips Nonprofits Can Use to Succeed in 2013. We’ll cover topics such as:
Click the link below for more details, and to register for the event: