NonProfit PRO

JULY 24, 2025

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Retail

Instrumentl

JUNE 21, 2025

Nicole was asking: she's a consultant, and she was asking if she should create multiple accounts per client, or if you can have multiple missions under one account. So we have some consultants who will have their non-profits create their own accounts. DonorPerfect, project manager, custom CRM with air table. Keep typing.

Instrumentl

Blackbaud

JULY 23, 2025

Consult with your legal counsel to understand your school’s rights and applicable appeals processes should your funding be terminated. If two departments are using two different tools for the same purpose or if your teams are adding to your tech stack without making the most of existing software, consolidate.

Policy

The Fundraising Coach

FEBRUARY 25, 2025

Well cover everything from showing appreciation to finding the best software partner or consultant. Invest in volunteer management software. Investing in volunteer management software can help you build loyalty and long-term relationships with volunteers. Clearly designate their responsibilities.

Software

NonProfit PRO

JUNE 6, 2025

hide(); }});--> Momentive Software, a provider of cloud-based software, services and payment solutions for purpose-driven organizations, announced the acquisition of Cobalt, a provider of association and certification management software built on the customer relationship management (CRM) platform Microsoft Dynamics 365.

Software

Ann Green's Nonprofit

AUGUST 30, 2023

Tatango’s guide to nonprofit text messaging recommends looking for a text fundraising platform that will readily sync with your nonprofit’s CRM and provide your organization with real-time campaign analytics and performance tracking. On the other hand, you may have one-time donors who never renewed their support.

Donation

Get Fully Funded

JANUARY 4, 2023

The software your nonprofit uses to complete everyday tasks determines how well your team can function, from performing tasks efficiently to avoiding wasting resources on unoptimized processes. Your nonprofit’s CRM is the centerpiece of your technology stack and will dictate how your team operates.

CRM

CauseVox

AUGUST 23, 2022

Jessie is the Manager of CRM Services and a Senior Consultant at Sidekick Solutions, a software consulting firm specializing in nonprofit system automations. This session will also feature a live Q&A and be recorded for on-demand viewing. About Your Speaker.

CRM

Tech Soup

APRIL 3, 2012

On March 22, TechSoup hosted a lively discussion with Shawn Michael and Sri Remala on Microsoft Dynamics CRM. You can now view the archive of the webinar, Cultivating Donor and Client Relationships with Microsoft Dynamics CRM. Microsoft Dynamics CRM Resources. Nonprofit Solution for Microsoft Dynamics CRM.

CRM

DH Leonard Consulting & Grant Writing Services

JULY 26, 2024

While potentially a bit biased, I thought their tips regarding how your CRM can help with your grant seeking were right on point. It’s a great reminder that the CRM system you use has the potential to support all elements of the Grant LIfe Cycle: Readiness, Research, Relationships, writing, and Reporting. Segmentation.

CRM

DH Leonard Consulting & Grant Writing Services

SEPTEMBER 23, 2022

These software tools allow teams to communicate effectively, stay organized, and ensure each grant application stays on track and is submitted before its deadline. . In this post, we will explore four software tools your nonprofit can leverage to better manage your ongoing grant applications: Your CRM. Grant Management Software.

Grant Management

Tech Soup

DECEMBER 5, 2013

TechSoup is proud to announce the newest version of Microsoft Dynamics CRM. Dynamics CRM is customer relationship management (CRM) server software that offers tools for storing and analyzing customer records. Dynamics CRM is ideal for larger organizations that store substantial constituent data and run analytics on it.

CRM

Blackbaud

AUGUST 7, 2024

With the right mindset and planning, you can organize and execute a seamless fund accounting software implementation that meets your needs—both for today and for the future. Before getting into the details of rolling out new fund accounting software, focus on the big picture. Mindset matters. Are they comfortable using new tools?

Funding

The Fundraising Coach

APRIL 9, 2024

A fundraising consultant can identify opportunities for improvement in your existing fundraising plan and build new strategies to advance your nonprofit. In this guide, we’ll cover five simple steps to hire the perfect fundraising consultant for your nonprofit. Read up on consulting services. Secure your board’s buy-in.

Consulting

Fundly

FEBRUARY 20, 2024

10+ Top Fundraising Consulting Firms: Find the Best Partner! Similarly, when your nonprofit organization has a problem it cant solve on its own, your best bet is to turn to a nonprofit consulting firm! But one of the most common types of consulting nonprofits seek is fundraising consulting.

Consulting

Qgiv

JUNE 23, 2021

You’ll also need to add software and online solutions to your fundraising strategy. Use a CRM to help w ith donor research . Data-driven fundraising strategies are always the smartest move, so make sure you have the necessary constituent relationship management software (CRM) integrations and reporting tools.

Fundraising

Tech Soup

JULY 11, 2012

CRM clearly met all of our needs, even if they were to shift later in a dramatic. fashion," says BBBSC’s Dynamics CRM system manager Malcolm McAuley. " McAuley consulted with individual agencies to help them assess their needs. operating system and Office suite software. "Microsoft Dynamics.

CRM

Qgiv

SEPTEMBER 24, 2024

Donor CRM integration. Your online fundraising tool should integrate with your nonprofit’s donor database or CRM functionality. Your fundraising platform should integrate with your nonprofit’s software solutions, including your CRM, marketing tools, accounting software, and analytics platform. Integrations.

Fundraising

Blackbaud

JULY 30, 2024

There are two types of databases you should have in your nonprofit software toolkit as you get started: Prospect research database. Constituent relationship management (CRM) platform. Your nonprofit may have viable major donor prospects among its current supporters, so digging into your CRM data can help you find them.

AI

Tech Soup

JANUARY 6, 2012

Do you find yourself exporting donation data from your relationship management or fundraising software, then manually entering it into your financial management software? CRM to QB Link is an app that is specifiically designed to address this duplicate and error-prone effort. How About You?

IT

Get Fully Funded

FEBRUARY 23, 2021

Getting started: The nonprofit tools you need to set up shop and grow your organization TechSoup is a global nonprofit organization that offers discounts and technology solutions as well as IT consulting and courses to nonprofits. But it also makes sense to start with a CRM tool right out of the gate. Grab it here. Grant Searching .

CRM

Qgiv

SEPTEMBER 25, 2024

A nonprofit CRM is among the most essential tools for your organization to increase support, grow fundraising , and work more effectively toward its missions. According to Verified Market Research , “The Nonprofit CRM Market size was valued at USD 4.25 What are the benefits of using a CRM for nonprofits?

CRM

Tech Soup

FEBRUARY 23, 2015

Or maybe you need a little more information about which cloud service is right for you, or you want to work with a consultant. When your constituent relationship management (CRM) systems and databases are in the cloud, you can access all of your important contacts and information from any computer. Perhaps take your CMS to the cloud?

CRM

Qgiv

NOVEMBER 3, 2021

And now, you’re using a hybrid fundraising model to address both in-person and online engagement— and you likely have new software to address that change as well. Before you partner with a nonprofit tech consultant, complete the following steps to ensure your team is well-prepared for the evaluation. With that, let’s get started!

Consulting

Get Fully Funded

OCTOBER 7, 2021

Nonprofit advocacy campaigns require focused planning and robust software solutions and outreach resources. Use your CRM to track relationships with supporters. Bill tracking software. Bill tracking software allows you to monitor where key bills are in the legislative process. Stay up to date with current advocacy trends.

CRM

Get Fully Funded

JULY 18, 2021

Donor database Your nonprofit’s constituent relationship management (CRM) system is the database where you host all pertinent supporter information. List segmentation: Using a powerful CRM, you can group supporters into segments based on shared characteristics. Let’s dive in!

CRM

Tech Soup

SEPTEMBER 24, 2015

You have this powerful, flexible CRM solution, but you aren't sure yet how to make it do everything you want it to do. The Salesforce AppExchange currently offers nearly 3,000 apps, and consulting firms and vendors offer dozens more that are not listed on the AppExchange. " moment. You need apps. Who Supports the App?

Consulting

Tech Soup

FEBRUARY 23, 2015

Or maybe you need a little more information about which cloud service is right for you, or you want to work with a consultant. When your constituent relationship management (CRM) systems and databases are in the cloud, you can access all of your important contacts and information from any computer. Perhaps take your CMS to the cloud?

CRM

The NonProfit Times

JULY 26, 2024

And, what does it mean more broadly for nonprofit constituent relationship management systems (CRMs)? It was an effort to make Microsoft Dynamics 365 (CRM) a more competitive offering for nonprofits, associations, and foundations and to compete more directly with Salesforce’s nonprofit offering – Nonprofit Cloud (Nonprofit Success Pack).

CRM

Tech Soup

SEPTEMBER 6, 2013

For example, a customized CRM (Constituent Relationship Management) system can help the nonprofit better communicate with their constituents, identify recurring donation opportunities and track progress. Other popular applications nonprofits have built using Caspio include: CRM, Task Management, Feedback Form. Subscriptions Service.

CRM

The Fundraising Coach

AUGUST 27, 2024

Use a Robust CRM A robust constituent relationship management (CRM) system will aggregate donor data , making it easy to derive insights that could influence your marketing and fundraising strategies. Your CRM will allow you to set permissions, so controls can be placed over different sections and types of data.

Fundraising

Tech Soup

AUGUST 23, 2011

IT consultant Bryan Beaty volunteers at a small nonprofit. Can You Live Without Installed Software? For years, many nonprofits have preferred web-based CRM databases to managing their own CRMs in-house. CRM in the Cloud: Right for Your Organization? It's only a web browser. What do you think of it?

CRM

Tech Soup

OCTOBER 18, 2011

certified consultant for over 11 years. When you need to share this information and create processes to be followed, you are ready to graduate to a CRM system. This is why CRM applications have enjoying such wide acceptance. But, is it time for your organization to take the next step with CRM technology?

CRM

The Fundraising Coach

OCTOBER 2, 2022

Invest in volunteer management software. Let’s get started by discussing how volunteer management software can streamline your management process. . Let’s get started by discussing how volunteer management software can streamline your management process. . Invest in volunteer management software. Explore volunteer grants.

Software

Tech Soup

MARCH 3, 2014

NetSuite.org Opportunities for Consultants : Learn how to access hundreds of NetSuite grantees needing change management, accounting, ERP, CRM, website and other services. Nonprofit Leader Forum : Help influence consulting services to better serve nonprofit needs. Friday, March 14. Discussion Topic. 7am – 8:30am.

Conference

Double the Donation

JULY 27, 2021

Double the Donation is thrilled to announce its newest integration with ascend by UC Innovation, a CRM software and consulting company committed to delivering innovative, sustainable results. Schedule a personalized demo to learn how this integration will drive matching gift revenue for your organization.

Donation

Get Fully Funded

JANUARY 24, 2024

Put simply, email automation is a feature of marketing software that allows your organization to set up emails that are automatically triggered by supporters’ actions. Less team time spent on emails: All your team has to do is create email templates and configure the recipients in your software. Let’s dive in! What is Email Automation?

Consulting