Introducing the Pre-grant Preparedness Webinar Program
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The Best time of the year for Grant Submissions is NOW!We will explore the Most Important Elements to Receive a Grant!
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This event will occur on Thursday, June 15, 2023 at 4 PM PST
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DEFINITION AND PROCESS
WHAT IS CRM? HOW IS CRM BUILT AS A SYSTEM?
CRM stands for Customer Relationship Management. It refers to a strategy and technology used by organizations to manage interactions and relationships with current and potential customers, clients, donors, volunteers, and other stakeholders. CRM systems typically involve software applications that centralize and organize data related to contacts, interactions, transactions, preferences, and other relevant information. CRM software also helps organizations streamline their processes and workflows so that every part of the business is on the same page.
CUSTOMER PROCESS
RETENTION
For nonprofits, the CRM’s main purpose is to foster meaningful connections with donors, volunteers, and other stakeholders to increase fundraising
effectiveness, enhance supporter engagement, andultimately improve donorretention and loyalty.
Tracking interactions
organizations can send personalized messages, targeted appeals, and relevant updates to different segments of their audience. By analyzing donor data and behavior,
Analyzing Data
organizations can identify
trends, preferences, and giving patterns, allowing them to tailor
their fundraising appeals and strategies accordingly.
Data in One Place
strategies accordingly. By having all this data in one place, nonprofits can easily access and utilize it for targeted outreach, personalized
WHY IS A CRM SYSTEM NEEDED?
6 AWESOME REASONS
CENTRALIZED DATA MANAGEMENT
CRM systems provide a centralized repository for storing and organizing donor, volunteer, and client information, making it easier to track interactions, preferences, and engagement history.
ENHANCED COMMUNICATION
CRM enables personalized and targeted communication with donors,
volunteers, and stakeholders, improving engagement and fostering
stronger relationships.
EFFICIENT FUNDRAISING
By analyzing donor data and behavior, CRM helps tailor fundraising
appeals and strategies, leading to increased donor retention and higher
donation amounts.
STREAMLINED GRANT
ACQUISITION
CRM systems help nonprofits identify
relevant grant opportunities, track
deadlines, and manage application
requirements, streamlining the grant
acquisition process and increasing the
likelihood of securing funding.
DEMONSTRATING IMPACT
CRM allows nonprofits to track and report on program outcomes,
demonstrating to funders the impact of their work and the effectiveness of
their strategies in achieving their mission.
STRATEGIC DECISION-MAKING
CCRM provides valuable insights into donor preferences, trends, and
giving patterns, empowering nonprofits to make data-driven decisions
and allocate resources effectively.