{"id":70027,"date":"2022-11-23T14:07:20","date_gmt":"2022-11-23T21:07:20","guid":{"rendered":"https:\/\/www.act.com\/crm-for-nonprofits-how-to-pick-the-right-one-for-you\/"},"modified":"2023-09-06T11:25:40","modified_gmt":"2023-09-06T18:25:40","slug":"crm-for-nonprofits-how-to-pick-the-right-one-for-you","status":"publish","type":"post","link":"https:\/\/products.act.com\/en-gb\/crm-for-nonprofits-how-to-pick-the-right-one-for-you\/","title":{"rendered":"CRM for nonprofits: How to pick the right one for you."},"content":{"rendered":"

\"\"<\/p>\n

All nonprofits \u2014 no matter what size or area they serve \u2014 face<\/span>many of the same challenges<\/span><\/a>. They have to manage both paid employees and volunteers. Attract new donors and deepen relationships with existing ones. Create marketing campaigns and launch <\/span>fundraisers<\/span>. <\/span><\/p>\n

Although the list might seem endless, many nonprofits have tackled it head-on with tremendous innovation and creativity. <\/span>For instance, smaller nonprofits often rely on <\/span>homegrown methods<\/span> to manage all the moving parts across their organisation. Maybe they store their donor contacts in Outlook, track donations in <\/span>Excel<\/span> spreadsheets<\/span>, and launch <\/span>email campaigns<\/span> through <\/span>MailChimp<\/span>. But if these <\/span>apps<\/span> can\u2019t speak to each other, the <\/span>data management<\/span> headaches can pile up quickly. <\/span><\/p>\n

These ad hoc processes, however, can be tough to scale as the organisation grows. Plus, when team members or volunteers move on, they take that knowledge with them. This can leave incoming staff with a steep learning curve as they try to figure out where all of the information resides.<\/span><\/p>\n

This is why, no matter how new or how small a nonprofit is, it\u2019s never too early to start using a <\/span>customer relationship management<\/span> (CRM) platform.<\/span><\/p>\n

How can a CRM help nonprofits?<\/span><\/h2>\n

\"\"<\/p>\n

The good news is, there\u2019s a <\/span>CRM system<\/span> for every budget and skill set. You don\u2019t have to run a Fortune 500 company to get the benefits of having all your contact information, donation amounts, marketing data, and <\/span>fundraising<\/span> reports together in one place. In this post, we\u2019ll share some of the great benefits and key features to get the<\/span> best CRM<\/span><\/a> for your budget and business needs.<\/span><\/p>\n

Here\u2019s what a CRM can do for you:<\/span><\/p>\n

Save you TONS of time.<\/span><\/h3>\n

Have you ever calculated how much time you spend onboarding new staff and volunteers? Running <\/span>email marketing<\/span> campaigns? Or figuring out how to <\/span>segment<\/span> and target your donor base so you can communicate with them more effectively?<\/span><\/p>\n

A CRM can make all of this easier for you. Potential donors and volunteer recruits can enter their information directly into lead capture forms on your website. That data can be automatically added to your CRM database and then segmented so you send the right <\/span>messages<\/span> to the right audience.<\/span><\/p>\n

Email marketing<\/span> automation<\/span> can help you easily manage all of your campaigns. Need to notify volunteers about an upcoming training? Done. Want to invite <\/span>major donors<\/span> to a special event? Easy peasy. Gone are the days of manually searching through <\/span>donor information<\/span>, which not only drains hours of precious time, you may still wind up omitting key contacts from essential email notifications.<\/span><\/p>\n

Improve your donor relationships (and attract new ones).<\/span><\/h3>\n

Donor fatigue is real. When nonprofits continually hit up the same people for more money, it can impact <\/span>donor retention rates<\/span> and possibly drive donors away. <\/span>Donor management<\/span> requires more finesse while ensuring your <\/span>advocacy<\/span> message<\/span> cuts through all the noise.<\/span><\/p>\n

The right CRM can help you personalise communications with all your donors. It enables you to <\/span>segment<\/span> your <\/span>donor data-target<\/span> specific campaigns to your donor audience based on key characteristics such as previous donations, age, geographic area, and more. <\/span><\/p>\n

This helps to align your <\/span>messages<\/span> to specific groups instead of continually bombarding your entire database with email blasts that may or may not be relevant to them. So whether a donor has given for the first time or has been a passionate supporter for years, you get the visibility and <\/span>metrics<\/span> needed to put the right relationship building blocks in place.<\/span><\/p>\n

Simplify your day-to-day operations.<\/span><\/h3>\n

As a nonprofit leader, you probably wear multiple hats every day. A CRM can lighten your load by eliminating needless manual tasks, such as creating <\/span>email campaigns<\/span> from scratch or constantly moving data between <\/span>apps<\/span>.<\/span><\/p>\n

The right <\/span>CRM platform<\/span> gives you the <\/span>functionality<\/span> needed to <\/span>streamline<\/span> everyday <\/span>workflows<\/span> across your team. You can use pre-built, <\/span>customisable<\/span> templates<\/span> to create email newsletters, landing pages, and more. <\/span><\/p>\n

What\u2019s more, your CRM should include essential <\/span>integrations<\/span> with key productivity <\/span>apps<\/span> and suites such as Microsoft Office 365 and Google Workspace. These <\/span>integrations<\/span> ensure your CRM can talk to all of these applications. For instance, you can initiate a Zoom call or request document signatures right from your CRM. <\/span><\/p>\n

How do you choose the best <\/span>CRM solution<\/span> for your nonprofit?<\/span><\/h2>\n

As with nearly all <\/span>nonprofit organisations<\/span>, <\/span>pricing<\/span> is always top-of-mind when considering any new purchase. With that in mind, how do you find the right <\/span>CRM tools<\/span> that offer the <\/span>functionality<\/span> you need without a lot of extra bells and whistles you don\u2019t?<\/span><\/p>\n

The fact is, there\u2019s no single \u201c<\/span>best nonprofit CRM<\/span>\u201d out there. The key is to find the best CRM <\/span>for you<\/span><\/i>. Think about the list of things you handle every day: <\/span>event management<\/span>, <\/span>volunteer management<\/span>, <\/span>outreach<\/span>, <\/span>fundraising campaigns<\/span>, <\/span>online donations<\/span>, <\/span>social media<\/span> management \u2013 is there really an <\/span>all-in-one<\/span> CRM that can help you do it all?<\/span><\/p>\n

The short answer is, yes! To get started, here\u2019s a handy checklist of what to look for (which should apply to any <\/span>nonprofit organisation<\/span> regardless of size or area of <\/span>advocacy<\/span>):<\/span><\/p>\n

Personalization and customisation features so your CRM works like you do<\/b><\/h4>\n

\"\"<\/p>\n

These features help you <\/span>optimise<\/span> your communication efforts by sending the right <\/span>message<\/span> to the right audience at the right time. You can also distinguish your organization with personalised campaigns and landing pages with professional, yet fully <\/span>customisable<\/span>, turnkey <\/span>templates<\/span>. <\/span><\/p>\n

Marketing <\/b>automation<\/b> to streamline and optimise your <\/b>outreach<\/b><\/h4>\n

\"\"<\/p>\n

Marketing <\/span>automation<\/span> is essential to improving your ability to <\/span>follow up<\/span> with donors, volunteers, and other audiences. It\u2019s about more than just sending automated <\/span>responses<\/span> on email and <\/span>social media<\/span>. You can <\/span>automate<\/span> key marketing <\/span>workflows<\/span> and stay engaged with all of your stakeholders. Best of all, you can more easily identify what\u2019s working, what\u2019s not, and how to improve processes to meet \u2014 and hopefully exceed \u2014 your major goals.<\/span><\/p>\n

Centralised <\/b>data management<\/b> for a complete understanding of your donors<\/b><\/h4>\n

\"\"<\/p>\n

Simplify your day-to-day work life by capturing data from donors, volunteers, sponsors, grants, and more <\/span>all in one<\/span> organised and easily searchable place. Centralised <\/span>data management<\/span> gives you a clear view of your relationship history with every contact. This allows you to reach out with new campaigns and updates, or contact donors and volunteers you haven\u2019t heard from in a while.<\/span><\/p>\n

Real-time<\/b> metrics<\/b> for <\/b>real-time<\/b> insights and financial reporting<\/b><\/h4>\n

<\/h4>\n

\"\"<\/p>\n

Keep track of every donor and grant opportunity and instantly view results from <\/span>fundraising campaigns<\/span>. <\/span>Real-time<\/span> metrics<\/span> help you quickly assess which marketing campaigns are giving you the best payoff so you can apply the most successful strategies moving forward. <\/span><\/p>\n

User-friendly<\/b> CRM interface for quick adoption and results<\/b><\/h4>\n

\"\"<\/p>\n

Let\u2019s face it, any new technology or <\/span>app<\/span> needs to be easy to learn so you and your team can stay on top of key projects and priorities. Plus, when new employees or volunteers join, you have to get them up to speed in a matter of minutes rather than spend valuable time training new folks on software. <\/span><\/p>\n

Essential <\/b>integrations<\/b> with the <\/b>apps<\/b> and tools you love to <\/b>save you<\/b> time<\/b><\/h4>\n

\"\"<\/p>\n

As mentioned previously, your CRM should easily connect to your favorite <\/span>apps<\/span> and suites, including Microsoft Outlook, Gmail, and more. This includes <\/span>payment processing<\/span> for <\/span>online donations<\/span> that funnel directly from <\/span>fundraising campaigns<\/span>. As a result, you experience fewer errors and reduce time spent flipping back and forth between <\/span>apps<\/span> or tabs. In short, <\/span>app<\/span> integrations<\/span> keep everything connected, up to date, and in sync. <\/span><\/p>\n

Pay-as-you-grow <\/b>subscription for peace of mind<\/b><\/h4>\n

\"\"<\/p>\n

Nonprofits shouldn\u2019t pay for software features they don\u2019t need and won\u2019t use. This is why it\u2019s important to look for a <\/span>subscription<\/span>-based solution that starts where you are. Whether you need a basic package to kick things off, or you\u2019re ready for more advanced marketing <\/span>automation<\/span> features, it\u2019s important to look for <\/span>nonprofit CRM software<\/span> that can meet your needs today and grow as your organisation changes.<\/span><\/p>\n

Act! checks all the boxes for a nonprofit CRM<\/span><\/h2>\n

Act! is dedicated to providing nonprofits everywhere access to <\/span>software solutions<\/span> that amplify their relationships and transform their success. Discover how our powerfully simple relationship <\/span>management tools<\/span> can support your mission with better marketing and data tracking tools to attract more donors and volunteers, <\/span>streamline<\/span> online fundraising<\/span>, and assist with <\/span>grant management<\/span>. <\/span><\/p>\n

Act! offers flexible customisations, a <\/span>mobile app<\/span> and numerous <\/span>app<\/span> integrations<\/span> to accommodate the unique ways you work. We\u2019re committed to meeting your specific needs regardless of your budget and company size.<\/span><\/p>\n

\"\"<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

All nonprofits \u2014 no matter what size or area they serve \u2014 facemany of the same challenges. They have to manage both paid employees and volunteers. Attract new donors and deepen relationships with existing ones. Create marketing campaigns and launch fundraisers. Although the list might seem endless, many nonprofits have tackled it head-on with tremendous […]<\/p>\n","protected":false},"author":4,"featured_media":61630,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[550,113],"tags":[],"acf":[],"yoast_head":"\nCRM for nonprofits: How to pick the right one for you.<\/title>\n<meta name=\"description\" content=\"Nonprofits have to manage both paid employees and volunteers and attract new donors. 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