Are you still using Excel spreadsheets to manage donor information for your nonprofit? You’ve likely already realized that Excel spreadsheets can hinder your fundraising success.
Excel-type documents can be difficult to maintain accurate and up-to date because all data must be manually entered and no pre-defined fields for your data sources. Your data sources cannot be used together to provide you with the full picture of your donors to help you craft the best stewardship strategies or fundraising appeals.
Also check– CRM for Nonprofits
1. START WITH A NONPROFIT CRM-STRATEGY.
CRM software for nonprofits is complex and powerful. It will therefore be a substantial investment for your non-profit.
Your CRM will manage all your efforts, from data management to online donation (and more), so the software you choose can make or break your fundraising success.
Your organization will feel confident that your CRM will meet all of your requirements if you approach it with thought.
2. GET INPUT FROM DIFFERENT ORGANIZATIONAL DEPARTMENTS.
Nonprofit CRM software covers so many aspects of fundraising that it is likely that your staff will use it to help them in their job.
It is important to solicit feedback from all departments within your organization. If you want to achieve the best results, your nonprofit CRM must address all organizational needs.
3. DETERMINE HOW MUCH TAFFERS WILL NEED YOUR CRM.
You can get insight from your staff by surveying them about the other important factor you should consider when looking for non-profit CRM software. This is the number of users.
This consideration may not be intuitive if you don’t have a lot of experience with CRM software. It is nevertheless vital.
Many CRMs for nonprofit organizations have a limit on how many users can access them. Many vendors offer multiple CRM packages that can accommodate different user counts. You should be able find the right solution for you. Another important thing to remember is that software will be more expensive if there are more users in your nonprofit CRM.
You should have an idea in advance of the number of people who will use your software so you can purchase software that suits both your staff needs and your budget.
4. When purchasing CRM software for nonprofits, you need to consider your staff. Because it holds your donors and other constituents, the software is known as constituent relationship management software.
This step should be completed before you purchase. You’ll end up with a flexible solution that can accommodate all your members comfortably for many years.
Lumaverse CRM is one example of a nonprofit CRM software that allows you to store multiple types, such as donors, volunteers, members, and donors.
5. CONTACT US FOR YOUR CRM SETUP NEEDS.
Given that you will be moving a lot of data between systems it is likely that CRM setup will be required.
Some platforms make it easier than others. Some vendors will be more hands-off with the nonprofit CRM setup process, while others will provide attentive consulting services to help you transfer data (some vendors might even complete it completely). You can find out more here.
6. RESEARCH NON PROFIT CRM INTEGRATIONS VS. BUILTIN FEATURES.
We’ve highlighted the importance of nonprofit CRMs throughout this post.
Different CRMs have different feature sets. One CRM may have extensive event management capabilities, but another CRM may only offer the most important event planning capabilities.
Nonprofit CRMs are flexible and adaptable, which allows nonprofits of all sizes and shapes to find the right solution for their needs, while still staying within their budget.
7. CRMs for non-profits are essential tools in every stage of donor-nonprofit relationships building. Communication is the cornerstone of these relationships. It helps them thrive. Your organization must communicate effectively with donors.
We have already mentioned that CRMs all come with different feature sets. Communication capabilities are the same.