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5 CRM Tech Trends to Shape the Future of Your Enterprise Organization

Blackbaud

To make faster and more intelligent business decisions, close to 70% of organizations plan to continue or increase their investments in CRM technology in the coming year, according to Kate Leggett, Vice President and Principal Analyst at Forrester. She is a leading expert on CRM strategy, maturity, benchmarking, and return on investment.

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Get Your Grant-Funded Nonprofit Started in Fundraising

Blackbaud

If you’re ready to move beyond grants, let’s get started! Major giving : A fundraising CRM provides analytics insights with AI to predict which prospects are likely to donate a major gift , allowing you to make asks based on accurate suggested amounts, track proposals, and record high-touch interactions. Ready to learn more?

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Understanding the Grant Lifecycle: Info for Nonprofits

Blackbaud

This phase involves identifying projects, researching opportunities, preparing applications, and submitting proposals. Key best practice: Early cross-department collaboration helps ensure project readiness and strengthens grant proposals by demonstrating organizational capacity. Submit Applications Timely submission is critical.

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Using Moves Management: A Step-by-Step Guide to Cultivating Major Donors

Planned Giving

Getting Ready to Implement Moves Management Set Clear Goals Before implementing moves management, establish well-defined revenue targetsboth short-term and long-term. Key Insight Tweet Build a Strong Data Foundation An accurate, up-to-date CRM is essential for tracking interactions. Verify contact details. email opens).

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Using Moves Management: A Step-by-Step Guide to Cultivating Major Donors

Center for Major Gifts

Getting Ready to Implement a Moves Management System at Your Nonprofit Before implementing a moves management process, your organization must have well-defined short-term and long-term revenue targets. Tracking Progress Throughout cultivation, document every interaction in your CRM. email opens).

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Grant Tracking: 3 Ways Your Nonprofit CRM Can Help

DH Leonard Consulting & Grant Writing Services

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.

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The Different Types of Grant Reviews: What Grantmakers Need to Know

Blackbaud

Additionally, this step offers an opportunity to verify and update applicant records in your CRM, avoiding duplicate entries and ensuring data integrity. They understand the challenges and opportunities of implementing projects like those proposed in the applications, which strengthens decision-making.

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