When it comes to nonprofits and CRM, one question that comes up a lot is why nonprofits even need CRM in the first place. Most nonprofits already have at least some sort of computer system or database in place used to manage or keep track of donors and volunteers. So what’s the use of even implementing a CRM system?
For one, there’s a pretty big difference between a traditional donor/volunteer database and a customized CRM solution. According to npEngage, many nonprofits have a development team that keeps track of donors in a database that only people on that team can access. As for the rest of the departments? They usually keep track of their constituents through spreadsheets.
This means that not every team is getting the broader picture with all of the information about volunteers, donors, events and other activities. And if you’re not getting the big picture, it’s even harder to create a dialogue with them.
npEngage asks, “For example, do you know how many of your advocates are donors, or vice versa? What about those who attend in-person events or follow your organization on social media? Are you starting to see the picture? This 360° view of your constituents will give you a better view of your supporters and allow you to tailor a multi-channel communication strategy that’s personal to them… and every organization should strive for this”
With a customized CRM solution, not only can every team get a good, rich look at their constituents, they can also have easy access to all of the information they need, even on mobile devices like smartphones and tablets and from the cloud. What information goes to what team is also completely customizable.
The second big reason why nonprofits need CRM is simply efficiency. Nonprofits, especially small organizations, may be accustomed to using spreadsheets and email to accomplish tasks. CRM brings these tasks to the future by automating, routing and tracking them. It even helps with recruiting tasks. Time is valuable to nonprofit organizations and with more efficiency you’ll definitely be getting more time.
If you’re interested in or have any questions about what CRM can do for your nonprofit, please feel free to give us a call at 816-781-3006 or email us at firstname.lastname@example.org.