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Using Your Fundraising CRM Software to Its Full Potential

Blackbaud

Optimizing the use of our fundraising CRM gives us room to take on new projects and adopt new features without a daily struggle against our own databases. Over the long term, optimizing how you use your CRM will help you achieve more of your objectives. Could you have more accurate data fields?

CRM 98
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Adopting a New CRM? 4 Change Management Tips for Small Nonprofits

Blackbaud

How can my scrappy smaller organization, with all the tasks my team is already juggling, adopt a new fundraising CRM and learn to use it with the least amount of disruption?” Being able to describe the why behind the proposed change is especially important if you’re leading a small shop. You’re thinking, “I agree — we’re awesome!

CRM 98
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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.

Grants 71
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Get Your Grant-Funded Nonprofit Started in Fundraising

Blackbaud

Here are a few other skills for fundraising that can transfer from a grants-based approach or can be acquired with minimal training: Technology proficiency: It helps to have (or to prioritize learning) basic skills with database management or, as it is often called in fundraising, constituent relationship management ( CRM ) systems.

Funding 98
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How to secure essential technology funding to deliver on nonprofit missions

Candid

Therefore, decisions made regarding technology, the practices guiding its use, and the training provided can lead to either equitable or inequitable outcomes for those communities. Will a CRM system help you track your beneficiaries more effectively? She also suggests they use metrics to demonstrate the difference you make.

Funding 87
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Grant Tracking: 3 Ways Your Nonprofit CRM Can Help

DH Leonard Consulting & Grant Writing Services

Diane’s Note: It’s no secret that our team is a big fan of Bloomerang as we have collaborated for years on free webinars and in the Nonprofit Storytelling Conference community, but they are also a generous supporter of our BIPOC Nonprofit Professional Scholarships for Agile in Nonprofit training. Segmentation.

CRM 52
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The Biggest Challenge for Fundraisers: Getting That First Prospect Meeting

Blackbaud

Use your CRM to track prospect interactions and identify optimal times for outreach. Organizations that invest in training their teams in both data analytics and interpersonal skills are seeing higher success rates in securing first meetings. Time your outreach strategically. That’s often the perfect moment to suggest a meeting.