Why would your charity client need a CRM?
Any successful not-for-profit organisation requires reliable tools that help execute their strategy, meet goals and create an impact. While there’s an array of various systems that could be of help, the most valuable one is undeniably a CRM - customer relationship management software that helps charities streamline and simplify their processes, save time spent on admin and take care of their community better.
T
he most important component of running a nonprofit organisation is to be able to build strong relationships with people, which is why it might be wise to invest in a software solution for managing your customers’ data and consistently keeping in touch with them. A secure cloud-based CRM system can help with achieving that and more, bringing all your admin operations into one place! In today’s article we are discussing three essential components to look for in a CRM:
Contact Management A software solution for collecting and storing your members’ contact information is vital for the success of your organisation. Having a CRM tool allows you to centralise your data, access it from anywhere and manage it more efficiently. Creating groups and segments is one excellent way of managing different tiers or types of members. In addition, the system allows you to run custom reports to see your members involvement with your organisation, add private notes to individual or household profiles, and see the history of communication, making it easier to understand your members and how to best serve them. Finally, a CRM also works as a project management system that allows you to create task lists, set up reminders and build workflows to keep your processes well organised and make sure no important deadlines get forgotten and no one falls through the cracks. Communication Tools Communication in the context
36 / Issue 27
@infoodle
Aukje Smith, Sales Manager, infoodle Aukje, along with her husband Richard, founded infoodle in response to the need for a reliable, user-friendly and cost-effective database and donor management system for charities, churches and community groups. Having experience working with charities and churches around the world, Aukje draws from her knowledge to serve the nonprofit sector through infoodle. The vision of infoodle is to provide administrative support enabling nonprofits to focus on their mission.
of not-for-profit organisations can serve multiple purposes, such as growing a community of supporters, advocacy, or fundraising. To save time, it is a great idea to utilise the communication tool in your CRM that gives you an opportunity to send out bulk emails. You no longer need to email every person individually - the email service inserts the right salutation and sends it to your entire membership with just one click. Alternatively, you can email a segment of your audience keeping your communication more relevant. Some CRM tools now provide you with beautiful and customisable templates for emails and campaigns to keep your communication on brand. However, the most important feature is access to analytics where you can check how many people read your emails and what links they click on, which helps create better content for your communication emails. Consistently keeping in touch with your stakeholders is paramount, and a good CRM can help you not only design, but also automate your communications, making the whole process more efficient.
XU Magazine - the independent magazine for Xero users, by Xero users.
