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List of Donor Wealth and Lead Tracking Software

Whole Whale

Lead tracking software is common in the business-to-business (B2B) world where sales teams need to know the when/where/who of companies checking out their online resources. Company-level Lead Tracking These tools leverage the IP, cookies and network information of visitors to your website to show a top-level view of company activity.

Track 52
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A Beginner’s Guide to Tracking In-Kind Donations for Nonprofits

Neon CRM

However, with the right tools and strategies for tracking in-kind donations for nonprofits, your organization can benefit from them while avoiding potential pitfalls. It should include donation criteria, restrictions on what you accept, contact parties to handle the donation, and your organization’s policies for valuing the item.

Track 52
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Nonprofit Volunteer Management: Three Tips to Increase and Maintain Engagement

Nonprofit Tech for Good

Some nonprofits may only require basic contact and background information, while others may require extensive background checks due to sensitive work. Learning this type of information about your volunteers can help your organization best utilize each volunteer to further your mission and even extend your internal team’s work.

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Choosing a Marketing Automation Application for Your Nonprofit: 5 Steps to Success

Nonprofit Tech for Good

Data capabilities: Learn what metrics the tool can track, along with reporting functionality. Chances are something will cost more than you think, whether it’s the number of contacts in your database, SMS charges, or customer support. If you’re close enough, ask that friend for a quick demo or walkthrough. Ask for details.

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10 reasons Nimble AMS clients love Person Accounts

Nimble AMS

The difference between Contacts/Accounts and Person Accounts data models. The Salesforce Contacts/Accounts data model aligns with the way most companies work – where activity is related to organizations, not individuals. the Contacts/Accounts model is not an ideal choice for associations. It offers a simplified user experience.

Personal 127
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Product Update: Donors Update Payment Details Through New Member Portal

CauseVox

Our new Member Portal is a self-service portal for recurring donors to track and mange their monthly gifts and pledges. Update donation display information or make gifts anonymous. Update postal information. To learn more about switching to CauseVox, check out our pre-recorded demo or book a live 1-1 demo.

Donor 81
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3 Strategies To Elevate Your Association’s Impact in the New Year

Association Analytics

At the same time, these simple steps can help to make a big impact on your opinions of data collection quality and how those data collection and quality issues affect your ability to make data-informed decisions. Those attendees willingly shared their information thanks to a unique ask and compelling offer.

Impact 169