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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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Exploring Alternative Nonprofit Funding Sources: 6 Ideas

Get Fully Funded

If you’re unsure about the best strategy, create a gift acceptance policy and consult with a nonprofit finance advisor to ensure alignment with your organization’s financial strategy and risk tolerance. These observations can help focus your communications with certain donors or revamp your fundraising strategy to increase revenue.

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5 Accounting Workflows Your Nonprofit Can Begin Automating Today

Blackbaud

You work hard to keep your nonprofit finance office running smoothly. Keep reading to learn the key benefits of accounting automation and five ways to automate your finance processes today. These are just some of the benefits you can expect when you implement automation at your finance office.

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What Nonprofits Should Know About Process Automation

Blackbaud

Process automation can be scary for nonprofit finance teams because it can feel like you are giving up control. The data can pass one way, such as incorporating credit card charges into an expense tracking system, or two ways, such as passing customer updates between a CRM and a ticketing platform to keep track of loyalty membership usage.

AI
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5 Proven Scholarship Strategies that Boost College Enrollment

Blackbaud

Retention is critical for institutions, and studies show that finances are thetop reason students leave college. Activate technology by utilizing word counts, pre-scoring capabilities, and AI to summarize application components and strategically identify those with the highest potential to perform well under review.

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Aplos Software Buys Keela, Building All-In-One Platform

The NonProfit Times

Aplos is working on several AI-driven technologies, said Vinod. Aplos started looking for a CRM component during the fall of 2023. Founded in 2009, Aplos Software develops finance software for nonprofits and churches. “These were not built by institutions. They were built by users,” he said. Raisely was acquired by ASG in 2023.

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7 Database Goals for Your Independent School’s Capital Campaign

Blackbaud

But you and I know it’s critical to maintain a robust and up-to-date CRM. It is also directly related to the fund cash flow reports your finance office depends on. Use a secure shared drive to safely store these files and any applicable backup so they can be accessed by your finance and advancement offices for questions or audits.