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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 105
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Build Trust by Integrating Your Fundraising and Finance Systems

Blackbaud

This seamless flow of information is truly incredible, particularly when the data exchange is between finance and fundraising. When you unite your fundraising and finance systems, efficiency is simply the first win of many. Budgeting: If you can track goals and budgets in your software, are you doing so?

Finance 96
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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 97
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Why Your Nonprofit Needs to Make the Right Investments

Ann Green's Nonprofit

With all the economic uncertainty right now, you may be worried about your nonprofits finances. Invest in a good CRM/database Plain and simple, a good CRM (customer relationship management)/database can help you raise more money. Many CRMs have built-in payment processors. This is why having a good CRM is so important.

CRM 147
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Stewardship Reporting Best Practices for Finance Teams: Tips for Showing Donor Impact 

Blackbaud

For finance teams in donor-focused and grant-funded organizations, working hand-in-hand with fundraising partners is critical to crafting reports that truly engage and tell a story. For finance teams, grant reporting involves aligning financial data with program-specific outcomes.

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4 Ways Effective Grant Management Impacts Nonprofit Finances

DH Leonard Consulting & Grant Writing Services

Effective grant management goes beyond tracking funds in your CRM its also about budgeting effectively, prioritizing programs that need financial support, and delivering timely reports to grantmakers. Many grantmakers request a proposed budget along with grant applications to show youre thinking about these goals from the start.

Finance 52
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How to Evaluate a New Revenue Stream

Blackbaud

Sure, you have a CRM full of small and mid-level donors, and a few programs that bring in a little recurring revenue. Ask the finance team. Factor in all costs, including staff time, and forecast different scenariosbest case, worst case, and most likelyto understand the impact on your budget. You see the writing on the wall.

Finance 105