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Nonprofit CRM Training: Empowering Your Team to Manage Data

Greater Giving

That’s where customer relationship management (CRM) comes in. A CRM is the backbone of effective communication, engagement , and fundraising strategies. In this guide, we’ll provide four CRM training best practices.

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Using Data to Make Annual Giving Work for You

sgEngage

But, what if you’re the kind of fundraiser who is expected to complete your annual giving program “off the side of your desk,” with no fancy agency to guide you on the latest trends, no idea what your donors really respond to, no current data segmentation strategy to contend with? Keep them out of it for now (we can always test that later.)

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Need a New Grant Management System? 5 Tips for Selecting the Best GMS for Your Foundation

sgEngage

Here are a couple common features that may be on your list: CRM capabilities: Manage all your contacts in the same place you manage your grant programs. Check out our guide for helping you make a plan for the future of your grantmaking. Check out our guide for a smooth GMS implementation.

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Why Major Gifts Should Drive Your 2023 Development Plan

sgEngage

The latest resource from the Blackbaud Institute, Development Plan Toolkit: Your Three-Step Guide to Strategic Fundraising offers a pathway to reaching and retaining major donors: Step 1: Reflect on successes and opportunities. In the face of economic uncertainty, major donors are some of the most resilient.

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On Uncommon Ground

Judi Sohn

It feels good to be blogging again. When I accepted the job at Convio, I negotiated that it would be okay for me to blog. Blackbaud had too many products. No other fundraising CRM/database targeted to the midmarket at that price point comes close. Blackbaud says they're still committed to the Salesforce platform.

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AI in Action: Deploying Responsible, Effective, and Trustworthy AI

sgEngage

For example, let’s say you’re building a CRM to track relationships with your donors. If you plan to include search functionality, you’ll need to set up rules such as, “When a user enters a donor name in the search, return all possible matches from the CRM.” That’s rules-based programming.

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Volunteer Management: Master it in 2023

Volunteer Hub

In this blog post, we will talk about what volunteer management is, why it is worth the investment, and what to look for in software. For example, VolunteerHub offers several exclusive features such as True integration with Blackbaud’s suite of CRM solutions, Salesforce integration, Virtual Kiosk , and additional automation via Zapier.