With your modern Constituent Relationship Management (CRM) system in place, you’re likely tracking donors and prospects, issuing tax receipts, logging calls, and setting tasks. But what’s next?
With a little imagination you can find that every area of your organization can benefit. Here are a few simple examples.
Fundraising
Automated moves suggestions. Put automation in place that automatically alert you when donors reach significant milestones and there’s an opportunity to increase their engagement.
Marketing and Communications
Integrate your digital marketing platforms so you can use data from the database to trigger a constituents involvement in a campaign. Think new donors on-boarding series or automate updates to program supporters.
Human Resources
You’re CRM is housing information about your constituents. It can do just as well with your staff. The system your team uses everyday to do their jobs can also do things like automate timesheets, track annual leave and host engagement surveys.
Board
Providing your board with portal access to the system that help your organization succeed can increase transparency and trust let alone the time savings of having to collect and publish reports from across the organization.
Programs
Every engagement with your clients is vital to your organization. Being able to track, report and even predict those engagements can make the difference for a successful organization.
The possibilities are endless.