While your nonprofit does excellent work, managing it can be challenging, especially its key relationships. Perhaps it’s time to switch to a Constituent Relationship Management (CRM) system that can help track relationships with backers, donors, clients, volunteers, and other constituents.
Selecting a CRM for Your Nonprofit
There are certainly plenty of nonprofit CRMs available. Switching to a nonprofit CRM from your current system may seem intimidating, but you can easily pick the ideal one for your organization by assessing your options.
- Make a list of features you require and the workflows you should automate.
- With CRM solutions at different price points, you should set a budget.
- Don’t be afraid to try before you buy. Most top CRMs offer demos.
- Get feedback from your team.
Key Features
If you need some help selecting a nonprofit CRM solution for your organization, here are some key features to look for:
- Contact profiles
- Outcome-based reporting
- List segmentation
- Email marketing
- Customization
- Webforms
- Support
The Advantages of Using Nonprofit CRM
Researching and selecting a nonprofit CRM may seem like a lot of work, but it’s worth the effort. Here are some benefits of using top CRM software for small nonprofits:
#1 Relationship Management
The first advantage is the most obvious. Using a CRM allows you to streamline the way you manage your donors, clients, volunteers, and board members. You can easily track communication, history, and essential trends with all your essential constituent data in one place. Leverage this information to cultivate your relationships with key players while identifying fresh opportunities.
#2 Better Security
Nonprofits must be careful about data leaks nowadays. Not only are cyberattacks increasing, but there are compliance laws to consider. A top CRM solution will offer encryption and the ability to set permission for each user to limit access to confidential information. It will also be HIPAA, PIPEDA, and PA-DSS compliant.
#3 More Revenue
A nonprofit CRM will feature tools that help drive donation revenue. You can use online donation forms, donor communication systems, and detailed donor reporting to broaden and strengthen your relationship with donors.
#4 Enhanced Event Management
Events are a great way for nonprofits to develop their brand, spread their mission, and increase revenue. With a CRM’s event planning and management system, you can track events, stay on top of registrations, and collect donations more easily.
#5 Improved Workflow
Good nonprofit CRM solutions help you automate repetitive tasks, freeing your time to focus on more pressing tasks. You’re also less likely to make mistakes when you can automate repetitive tasks. Examples of tasks automated by CRM include thank-you emails, invoice reminders, etc.
#6 Community Expansion
Nonprofits understand the importance of having a thriving online community. Online followers can help fuel organic growth for campaigns, marketing, and much more. A nonprofit CRM helps you engage with your online community by building action plans, boosting communications, and engaging in targeted actions.
#7 Better Reporting
Your nonprofit may be answerable to donors, funders, and even government programs. Developing outcome-based reports through your CRM can help you improve your relationships and raise your revenue.
These are the seven advantages of using CRM software for your nonprofit organization. Use the right solution today for your organization to improve your revenue, workflow, and key relationships.