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7 Signs Your Organization Is Ready for an Enterprise-Scale CRM

Blackbaud

7 Key Indications Youre Ready for a CRM Upgrade Heres how to know if your growth demands action on a CRM upgrade sooner rather than later. If your organization is ready to enable more AI innovation, you are going to need a CRM with a robust, granular data structure tailored specifically for the needs of social impact enterprises.

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CRM Integration for Nonprofits and Schools: Helping Organizations Save time and Eliminate Errors

Blackbaud

Many organizations use CRMs to track donor information, but most are missing out on the benefits that come from integrating them with their other software. Here’s a common problem: Your fundraising team has to download donor information from your online giving platform, then re-key it all into your CRM by hand.

CRM 97
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4 Top Donor Retention Strategies to Keep Your Year-End Donors

CauseVox

Use your donation software such as a CRM or even a spreadsheet to track and monitor this essential donor data. Download CauseVoxs Donor Engagement & Retention Playbook: 3. CauseVox is a digital fundraising platform for nonprofits that helps you raise more with less effort through our fundraising software.

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Try A/B Testing of Your Donation Form for the Optimal Giving Experience

Blackbaud

Some donation software, like Blackbauds Optimized Form , can do this for you, but you also can run your own tests to find results specific to your organization. Implement and run your A/B test: When your test design is ready, implement it in your software. A/B testing sounds more complicated than it is.

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10 Steps to Creating an Effective Nonprofit Budget

Blackbaud

Fixed costs are expected and the same amount every month or year, like your software subscriptions or mortgage. Free Resource Why Nonprofits Need Nonprofit Accounting Software Download now 7. Ready to see how fund accounting software can help you create better, more accurate budgets?

Budget 90
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Understanding the Grant Lifecycle: Info for Nonprofits

Blackbaud

Key best practice: Early cross-department collaboration helps ensure project readiness and strengthens grant proposals by demonstrating organizational capacity. Establish programs in your fund accounting software to make sure all expenses are accurately tracked and set up dashboards so you can easily see usage over time.

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How a Project Charter Can Help You Have a Successful Fund Accounting Software Implementation

Blackbaud

Any major project—such as implementing new fund accounting software—needs a well-developed charter to keep stakeholders focused on the goals and desired outcome. You can get a downloadable project charter template on our resource center. Give your project an easily identifiable name, such as Fund Accounting Software Implementation.

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