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The Top 5 Benefits of CRM for Nonprofits

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.

Invest in relationships and see your nonprofit flourish.

 

How CRM can give nonprofits a leg up:

 

  1. Coordinated Communication. Between donors, volunteers, board or committee members, and those who receive services, a nonprofit has a lot of people to track. It often becomes more complicated if people occupy two or more roles like a volunteer that also makes monthly donations. CRM makes it simple. By streamlining data into a single source, nonprofits can track who they’ve communicated with, when, how, and how often. For example, it will keep people who occupy two roles from being on two mailing lists while still receiving information relevant to that role. It also ensures that outreach gets into the right person’s hands. This helps avoid mistakes like sending a letter to the husband when it’s supposed to go to the wife.
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  3. Efficient Processes & Systems. Saving time and money is a boon to any non-profit, and streamlined processes and modern systems will do just that. Once your CRM data model is set and processes running smoothly, daily tasks like donation follow-up and volunteer coordination will be more efficient. There will be more time in the day to do the work that really matters. You can ensure that more of your donations, grants, and other types of funding are going directly to services.
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  5. Preserve Organization Knowledge. If someone has been with a nonprofit for years, they may not need to reference statistics, procedures, and other important information simply because they know it off the top of their head. This system works great for them, but what happens if they decide to retire or move to another position? If that knowledge isn’t captured in the nonprofit’s systems, it’ll be lost. CRM mitigates this by building critical relationship information into its processes. It also grants access to several people or departments so the data can become institutional knowledge.
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  7. Relationship Visibility. Imagine being able to see all the touch-points and relationships for an individual or household in one snapshot. There would be records of events they attended, emails they’ve received, and face-to-face contact like times they’ve volunteered. There’d be no digging through dozens of spreadsheets or hunting all over a complex system to find one piece of information. CRM enables nonprofits to see this information at a glance. Having it all in one place helps provide better visibility and more effective marketing and communication.
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  9. Simplified Data Management. It’s no secret that executing critical projects like creating a new marketing campaign or planning an outreach event are complicated and time-consuming. It gets worse when spreadsheets, procedures, contacts, and plans have to be passed around in email after email. Nonprofits can stop the email chains and eliminate the need to constantly double-check information by creating a hub for all their information. CRM can be this one-stop-shop because it’s easy to add, edit, and share information.

 

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.

Published in News
Thursday, 26 September 2013 09:02

Take CRM to the Next Level of Performance


Customers - and prospects - are searching for you. How are you connecting with them?
Once you connect, what are you doing to help grow, nurture, and maintain that relationship?

A good Customer Relationship Management (CRM) strategy needs flexibility in order to keep up with the ongoing, rapid changes in the way we do business. For example:

  • This year, the number of hours Americans spend using digital communications (web, smart devices, etc.) tops the number of hours we spend watching TV. (Source)
  • By 2015, more search will occur on mobile devices than on computers. (Source)
  • The rules and habits governing search and communications are in a constant state of flux. Are you keeping up?


As Clive Thompson explains in "Smarter than you think, how technology is changing our minds for the better," technology is not only changing the way our tools work, but it's changing the way our internal databases (our brains) work as well. Technology is also changing the types of third party referrals we are seeking. A well-defined CRM strategy can take your company to the next level by adapting and thriving through the business changes we all face.

At DPT, we partner with organizations who need help implementing CRM for the first time or are interested in kicking their current solution up a notch. We can show you how CRM enhances growth and provides better decision support and analytics for your managers (Contact us to learn how!). Because we focus on defining your business processes first (not just installing technology), we can give you the tools you need to gather the right information, and make CRM useful and understandable for your team – who in turn can more effectively nurture and maintain important relationships.

Metrics

 

Read more about our approach to CRM.

 

Published in News