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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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CRM Integration for Nonprofits and Schools: Helping Organizations Save time and Eliminate Errors

Blackbaud

Is your nonprofit or school getting the most from its fundraising CRM? Many organizations use CRMs to track donor information, but most are missing out on the benefits that come from integrating them with their other software. When you link your existing tools with your CRM, it becomes more than just a place to store data.

CRM
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CRM Software for Nonprofits vs. Fundraising Platforms: The Essential Breakdown

CauseVox

That’s when it hit us: they didn’t need just a fundraising platform, they needed CRM software for nonprofits. While a fundraising platform helps you raise money by hosting donation pages, peer-to-peer campaigns, events, and more, a CRM software for nonprofits helps you manage donor relationships. What Is a CRM Software for Nonprofits?

CRM
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Understanding the Grant Lifecycle: Info for Nonprofits

Blackbaud

Important activities: Gather necessary documents, develop narratives, build budgets, and secure internal approvals. Bonus Tip: Explore and incorporate available tools in your fundraising CRM to help track your applications, related actions, contacts, timeline, accounting considerations, and attachments.

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How to Prepare Your Grantmaking for Economic Uncertainty (and Why Now is Different)

Blackbaud

Running budget scenarios early allows you to make informed choices and reduce surprises. Proactively share resources such as templates for strategic budgeting or checklists for cost containment best practices. Start with flexible applications that feed directly into your CRM. Also, be proactive with your funding decisions.

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Build Trust by Integrating Your Fundraising and Finance Systems

Blackbaud

Sharing data in an integrated financial and CRM ecosystem aligns functional teams and reduces time-intensive manual extracting and inputting of data, allowing you to put more of your time, energy, and resources into furthering your mission. Budgeting: If you can track goals and budgets in your software, are you doing so?

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21 Donor Recognition Examples: How to Thank Donors Well

CauseVox

Download Our Free Donor Engagement & Retention Playbook: 1) Immediate Email Confirmation Let’s start with the lowest hanging fruit. 4) Annual (Gratitude) Report Many nonprofits and charities compile an annual document that reports budgeting, services, and impact. Depending on your budget, you may consider a digital donor wall.

CRM