A CRM? “We’re a nonprofit, not a for-profit. Why do we need a CRM?” you ask. Well, we’re here to tell you that you don’t have to be a corporation or even have a sales team to benefit from a CRM. Nonprofits are utilizing and enjoying the perks of CRM software now more than ever.
Here are some reasons why a CRM, like ResultsPlus, is essential for nonprofits:
- Tracking Donor Information: Fundraising is all about relationships. How can you do that if all of your donors fall into one big pool? A CRM allows you to keep all your donor details in one place. This can include birthdays, family members, interests, past participation and donation history, pets, preferred mode of communication and more. When you reach out to donors, you can ask about their kids, their pets, or even wish them a happy birthday to nurture your relationship with them.
- Segmenting Donors: It’s important that your communication efforts to donors are personalized, and it’s difficult to do that if you don’t have a way to segment your donors. You can do this by people who have donated in the past, lapsed donors, current or past volunteers, major donors, previous event attendees, etc. By doing this, you can make sure that your communications are specifically tailored to different groups, making your donors feel more valued and helping you figure out which groups to specifically focus on for different asks.
- Track Campaign Progress: No more spreadsheets needed! A Nonprofit CRM allows you to easily track the progress of fundraisers, campaigns and other fundraising efforts so you can see where your fundraising efforts are at in real-time.
- Simple Querying and Reporting: Visibility is so important in a nonprofit, so having access to queries and reports is essential to see how you’re tracking toward your goals, where donations are coming from, who your top donors are, who your lapsed donors are, and what tasks still need to be completed for upcoming events. This can help you segment your donors better and put different strategies in place for future fundraisers and events.
See, we were right! If your nonprofit hasn’t yet invested in a CRM, now is the time to do it. Trust us, your fundraising results will speak for themselves!