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7 Signs Your Organization Is Ready for an Enterprise-Scale CRM

Blackbaud

As a tech leader at a growing social impact organization, you know that migrating to an enterprise-scale constituent relationship management (CRM) system can be a daunting proposition. So, what are the specific signs that your organization has reached a tipping point and needs to consider moving to an enterprise-scale CRM ?

CRM
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5 SOPs to Streamline Your Nonprofit CRM

CauseVox

In this article, we’ll walk through 5 SOPs you can set up in your CRM (Customer Relationship Management) tool to help you stay organized, save time, and never miss a beat when it comes to donor relationships. Plus, when your CRM is tidy and standardized, you can actually use it to drive fundraising results. Let’s dive in.

CRM
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5 CRM Tech Trends to Shape the Future of Your Enterprise Organization

Blackbaud

To make faster and more intelligent business decisions, close to 70% of organizations plan to continue or increase their investments in CRM technology in the coming year, according to Kate Leggett, Vice President and Principal Analyst at Forrester. She is a leading expert on CRM strategy, maturity, benchmarking, and return on investment.

CRM
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9 Common Fundraising Mistakes: How Many Are You Making?

Blackbaud

At the individual level: By analyzing donor data, AI tools for nonprofits can help tailor each message specifically to the donors interests and preferences. Fix: Take a step back to review your workflows and choose tools that seamlessly integrate with your CRM. Stage 1: Review your tools and CRM systems.

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The Biggest Challenge for Fundraisers: Getting That First Prospect Meeting

Blackbaud

Use your CRM to track prospect interactions and identify optimal times for outreach. Use your CRM to track follow-up communications and ensure you’re persistent without being pushy. When you understand what motivates each prospect, you can create outreach that speaks directly to their interests. Time your outreach strategically.

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Annual Giving Basics: A Fundamental Guide for Yearly Donations

Blackbaud

Lean on AI: Leverage AI-powered predictive analytics to help you identify the right donors and generative AI to help you draft and personalize donor communications. While you always want to review what AI writes, it’s a helpful starting point and can spark creative ways to approach donor messaging.

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5 Accounting Workflows Your Nonprofit Can Begin Automating Today

Blackbaud

The Difference Between AI and Automation Automation and artificial intelligence (AI) are two separate functions. You can automate processes without AI, and you can use AI without automating any processes. AI, on the other hand, involves using machines that can analyze data and carry out tasks based on that data.