CRM Mentor Metrics 
Gail Perry Group
FEBRUARY 6, 2025
Set up peer mentoring for new team members. Here's what you can do: You can facilitate a shift to proactive fundraising by setting metrics around regular, personal contacts. So often, leadership sets metrics in place solely focused on dollars in and new donors. You can: Consider role playing ahead of an asking conversation.
The Fundraising Coach
MAY 30, 2025
Use your CRM to identify loyal, long-term donors, particularly those over the age of 55. Many CRMs will offer wealth screening tools that can help identify prospects. Ask for feedback and use your CRM to track prospect growth, stewardship efforts, and marketing reach, allowing you to refine the program even as it grows.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Instrumentl
JUNE 21, 2025
​Teresa Huff is a nonprofit grant strategist and a grant writer mentor/coach. Teresa is a nonprofit grant strategist and a grant writer, mentor, and coach. DonorPerfect, project manager, custom CRM with air table. Try 14-days free Create your Instrumentl account using the link above. A lot of spreadsheets, monday.com.
Wild Apricot
DECEMBER 21, 2017
Sales Ops Metrics & KPIs. Performance Metrics Analyses. Selection of Key Sales Metrics to Adopt. Training & Development (Coaching and Mentoring). Customer Relationship Management (CRM) Platform. Administer, synchronize and optimize technology stack including CRM. Sales Ops: Table of Contents.
NextAfter
JULY 27, 2022
Especially for small organizations that don’t have a lot of staff bandwidth (such as youth service organizations that need mentors and food banks that fight against hunger), volunteers are instrumental in their success. This is a metric that you’ll need to track throughout a volunteer’s history with your organization.
Center for Major Gifts
FEBRUARY 3, 2025
Look at their giving capacity, philanthropic history, and personal interestsa task made easier by prospect research tools and a well-maintained CRM. Whether its a family who gained access to essential services or a student who found a mentor, humanizing the impact builds an emotional connection.
Expert insights. Personalized for you.
Let's personalize your content