Candid

OCTOBER 29, 2024

Based on my experience as a consultant to nonprofit executive teams and advisor to women pursuing new ways of working, several factors have contributed to the Autonomist movement, especially among Black and brown women in nonprofit leadership roles. My favorite part is choosing who I work with [as] clients and collaborators.”

Consulting

Blackbaud

MAY 19, 2025

The Executive Director whose husband is a cybersecurity consultant and can identify any potential issues with the organizations data collection. For example, imagine your organization needs to hire a consultant to clean up your CRM data. So, the organization can move forward with that information.

Policy

Greater Giving

JULY 23, 2025

For instance, your data about volunteers might be housed in your volunteer management software and not get transferred to your CRM, preventing you from easily checking which donors also volunteer. For nonprofits with complex databases or particularly complex data hygiene problems, it may be best to work with a nonprofit technology consultant.

Management

Get Fully Funded

JUNE 24, 2025

Integrations: Ensure your SMS platform integrates seamlessly with your CRM, donation tools, and email system. Prior to Tatango, Mike spent 15 years at Blackbaud leading a team of digital consultants that helped nonprofits improve their online fundraising, monthly giving, email marketing and peer-to-peer fundraising programs.

Fundraising

DH Leonard Consulting & Grant Writing Services

MARCH 20, 2025

Track applications in your CRM to stay organized. Keep track of grant opportunities youve already applied for, applications still in progress, grants youve won, and rejected opportunities in your CRM platform. Carefully review every grant opportunity to ensure its reasonable and relevant to your organizations needs and goals.

Grant Writing

Planned Giving

APRIL 17, 2025

30 We dont need consultants. 39 We just need a better CRM. CRMs dont fix bad habits. Try saying that to payroll or lets see how far that gets you on rent day Delusion No. 29 Our cause sells itself. Nothing sells itself. Not even Girl Scout cookies. Delusion No. You also dont need experience, strategy, or results. Apparently.

SAM

NonProfit PRO

JUNE 19, 2025

hide(); }});--> DonorDock, an all-in-one fundraising, CRM, and stewardship platform built for small and growing nonprofits, announced the launch of Otto, an AI-enabled assistant designed to help overwhelmed fundraising teams focus on what matters most—and get it done. Continue to your page in 15 seconds or skip this ad.

AI

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

NonProfit PRO

JULY 24, 2025

hide(); }});--> Credit: Kindsight Kindsight, a provider of fundraising intelligence software, is proud to announce its acquisition of Affinaquest, a provider of Advancement CRM and Athletics Data Solutions. Continue to your page in 15 seconds or skip this ad. addService(googletag.pubads()).setCollapseEmptyDiv(true).setTargeting("pid",

Retail

Blackbaud

JULY 23, 2025

Consult with your legal counsel to understand your school’s rights and applicable appeals processes should your funding be terminated. Now is the time to rekindle relationships, dust off your CRM, and prepare your school to think beyond the traditional tuition-based model.

Policy

The Fundraising Coach

FEBRUARY 25, 2025

Well cover everything from showing appreciation to finding the best software partner or consultant. When a volunteer finishes training for a specific role, note it in your CRM to improve volunteer scheduling later. Invest in volunteer management software. Clearly designate their responsibilities. Show your appreciation.

Software

Tony Martignetti

OCTOBER 29, 2023

Rubin Singh: CRM Selection Rubin Singh returns to help you focus on what matters in CRM selection. To keep you safe from a serious misstep, he also shares his thoughts on what else might be the problem, besides your CRM database. Rubin is CEO of One Tenth Consulting.

CRM

NonProfit PRO

JUNE 6, 2025

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Software

Get Fully Funded

JANUARY 4, 2023

Your nonprofit’s CRM is the centerpiece of your technology stack and will dictate how your team operates. There is a wide variety of CRM solutions available, many of which are specialized to help different types of organizations. Here are four factors to take into account when purchasing a CRM: 1.

CRM

Tech Soup

MARCH 25, 2014

CRM) are often enamored by the features and bells and whistles. Successful CRM, however starts with strategy – how does your nonprofit. During Four Nonprofit CRM Strategies , a free hour-long webinar on Thursday, April 3 at 11 a.m. We'll: Review four common nonprofit CRM strategies and do a deeper dive into each.

CRM

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.

Donation

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

OneCause

MAY 12, 2021

For many successful organizations, the center of their fundraising technology is a nimble CRM, or customer relationship management system. What is a CRM system? Before we go any further, let’s be more specific about what we mean by a CRM system. Before we go any further, let’s be more specific about what we mean by a CRM system.

CRM

Tech Soup

OCTOBER 12, 2012

Our partners in Australia, Connecting Up , spent the month of September educating Australian nonprofits on constituent relationship management (CRM) tools and resources. CRM services or applications can help organizations better interact with their donors, volunteers and other important contacts. More CRM Resources.

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

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

Greater Giving

DECEMBER 12, 2023

That’s where customer relationship management (CRM) comes in. A CRM is the backbone of effective communication, engagement , and fundraising strategies. In this guide, we’ll provide four CRM training best practices. Integrations: Explain how the CRM integrates with other platforms in your nonprofit’s technology stack.

CRM

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

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

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

Tech Soup

NOVEMBER 12, 2014

The Salesforce Data Management Assessment is a two-hour consultation service to determine whether an organization can benefit from a consolidated cloud database built on the Salesforce CRM platform. The admin fee for this product is a greater than 70 percent discount from TechBridge's standard consultation rates. spanhidden.

Consulting

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. now prepared for any future CRM upgrades and are fully up-to-date."

CRM

Tech Soup

AUGUST 25, 2015

TechSoup donor partner Tech Impact has added two new consultation services to its offerings. The other gives you a template to use with Microsoft's Dynamics CRM Online relationship manager and an assessment of how you can use it to track donors, grants, volunteers, and more. Impact CRM Template and Assessment. Get Them Now.

Management

Blackbaud

JULY 30, 2024

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. Then, you can use your prospect research database to see if they have the financial capacity to upgrade to the major donor level.

AI

Blackbaud

NOVEMBER 7, 2023

A recent survey by The Nonprofit Alliance found that nearly half of direct response consultants said their clients lowered expectations from 2022 to 2023, while less than 10% said they expected their clients to do more direct mail fundraising this year compared to last year. Anything is better than nothing. Optimize your channel strategy.

Demographics

Tech Soup

DECEMBER 3, 2012

In our 2012 Global Cloud Survey we found that only 12 percent of respondents, mostly from larger organizations, are using cloud-based client relationship management (CRM) database services like Salesforce for Nonprofits , or Microsoft Dynamics CRM. " Cloud CRM and Social Media. I'll quote him directly on this.

Readiness

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.

CRM

Qgiv

JUNE 23, 2021

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. So, if you know you want to attract high-impact donors and retain them, turn to the data in your CRM.

Fundraising

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

Tech Soup

JANUARY 6, 2012

CRM to QB Link is an app that is specifiically designed to address this duplicate and error-prone effort. The app helps y ou quickly convert and integrate donation data from Microsoft Dynamics CRM into QuickBooks financial management software (QuickBooks and other Intuit software is available through TechSoup). How About You?

IT

DH Leonard Consulting & Grant Writing Services

SEPTEMBER 23, 2022

In this post, we will explore four software tools your nonprofit can leverage to better manage your ongoing grant applications: Your CRM. Your nonprofit’s CRM hosts a wide range of your organization’s data and management tools, making it an essential part of your grant management process. Grant Management Software. Accounting Tools.

Grant Management

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