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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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Get Your Grant-Funded Nonprofit Started in Fundraising

Blackbaud

We’re living in an era of technological advancements, AI, and data-driven fundraising solutions that can take your nonprofit organization to the next level. In addition, skills with email and social media platforms can help you amplify your reach and tell your nonprofit’s story to a broader audience.

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Convert the Next Wave of Rage Donors into Lifelong Supporters

Blackbaud

But you do have evidence in your fundraising CRM. Are they active with election- or issue-related social media: likes, dislikes, shares, comments? The window of opportunity to engage more deeply with rage givers is relatively small, so consider conducting a short donor survey via email or social media. Personalize the request.

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. Develop a strategic sequence of touchpoints across different channels, including email, phone, social media, handwritten notes, or small, thoughtful gifts that relate to the prospect’s interests. Time your outreach strategically.

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Donor Cultivation Cycle: Tips for Each Major Stage of Fundraising

Blackbaud

Research tools and the native capabilities of your fundraising CRM can help you understand the giving patterns of all your supporters and prospects, not just those considered for major gifts. Look for volunteer service, social media interactions, and other forms of engagement.

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Annual Giving Basics: A Fundamental Guide for Yearly Donations

Blackbaud

Because organizations are trying to reach large audiences, channels like email, SMS, social media, and direct mail are more commonly used than one-on-one phone calls or in-person meetings. This generation donates via digital channels like social media (23%).