Whole Whale

JUNE 21, 2023

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

Track Software Donor API 52

Get Fully Funded

JULY 16, 2023

” “The conversation easily gets off-track, and before you know it, 30 minutes have passed and we haven’t even discussed important business because we’ve gotten off on a tangent again.” Think about it: if all you do at your Board meeting is go over reports from the previous month, you’re looking back.

Fun 98

Fun Product Law Nonprofit 98

Bloomerang

MARCH 4, 2024

Fundraisers often have a love/hate relationship with fundraising CRM reports. Picture this: your donor data and fundraising trends reports are due, but instead of the usual stress, you’re calm, prepared, and even proud of what you’re about to submit. Let’s find out how to achieve that level of reporting Zen consistently.

Report 60

Report Effective Fundraising Template 60

Bonterra

APRIL 13, 2024

Learn more Measure program outcomes in real time Built-in reporting Bonterra’s native reporting tool empowers grants administrators to measure program outcomes, not just outputs. With access to turn-key dashboards, automated reports, and support from our team of experts, reporting impact becomes easier than ever.

Grant 52

Grant Software Management Analytics 52

Association Analytics

JUNE 21, 2023

If you’re struggling to find someone to share your data woes with, we’re here to help you decipher the signs and get you back on track. Older models tended to be AMS-centric, leading to siloed data, static reports, and that trapped feeling. But when it comes to a troubling relationship with your data, can you turn to those same people?

Associations 319

Associations Challenge Data Taxonomy 319

Association Analytics

MARCH 13, 2024

Are you taking advantage of this important information, or are you still creating events, products, and activities based on what’s always been done? This blog provides an overview of how to establish your scoring model, establish a team of data champions, and adopt a regular reporting routine so that your association is set up for success.

Analytics 169

Analytics Associations Model Metrics 169

EveryAction

MARCH 8, 2023

Ask if they’re capturing and maintaining data in places such as spreadsheets or email inboxes to make sure you migrate all necessary information into your new software system. Review your data tables, queries, reports, and exports. Provide them with user names and passwords for system and program access. Do a data clean-up.

Software 226

Software Tips Phase Policy 226

Nonprofit Tech for Good

DECEMBER 8, 2021

This program promotes efficient water use in homes and businesses throughout the country by offering a simple way to make purchasing decisions that conserve water without sacrificing quality or product performance. 2) Write and distribute quarterly Impact Reports. . Why Quarterly Impact Reports? M+R Benchmarks Report.

Trend 326

Trend Digital Marketing Fundraising 326

Saleforce Nonprofit

NOVEMBER 9, 2021

That’s why the organisation is revolutionising its most critical systems and processes, from caseload management to supporter engagement and communications with the public. Through its new supporter relationship management system, the RSPCA has gained deeper insight into supporters’ interests, giving history, and preferences.

System 76

System Benefit Management Celebrate 76

Qgiv

SEPTEMBER 13, 2021

We’ve also made some updates to help with reporting! We’ve added a new custom report field so you can track the change history for recurring donations. We’ve added “Donor ID” as a custom report column and a custom mapping field for service integrations.

System 52

System Summary Gift Map 52

Nimble AMS

MAY 6, 2022

An association management software (AMS) system built on a customer relationship management (CRM) platform offers associations unmatched functionality. . system provides the specific tools, templates, and capabilities associations need to manage their organizations. Business intelligence + reporting/dashboards? .

Associations 129

Associations Template Classes Platform 129

sgEngage

DECEMBER 20, 2023

From creating a financial cushion to clearly managing your financial reporting, your finance team can create a strong foundation to help you weather whatever the new year has in store. But they often come with many strings attached—such as detailed reporting requirements. Tip 2: Review your scheduled reports.

Foundation 82

Foundation Build Grant Fund 82

Bonterra

APRIL 10, 2024

Case Management Tools Measure impact A unified solution to help you collect actionable program data, develop comprehensive reports, and share how you’re impacting your community. Advanced features enable you to compare program impact, conduct in-depth analysis, and automate report delivery to stakeholders.

Tools 52

Tools Management Los Angeles Demonstration 52

.orgSource

SEPTEMBER 25, 2023

Leverage ChatGPT to generate reports, articles, and newsletters. This is also the right place to experiment with an MVP , or minimum viable product. It might live on your website, social media, product center or be integrated with one, or all of, your association management systems. Others are more complex.

Las Vegas 221

Las Vegas Language Interaction Associations 221

Volunteer Hub

OCTOBER 24, 2022

Online training has also been shown to increase productivity. In fact, The American Heart Association claims that e-learning can increase productivity by up to 25%. Here are 5 in-depth reasons why nonprofits should consider investing in a learning management system to train volunteers effectively. Tracking & Reporting.

Training 74

Training Train Benefit Volunteer 74

Nimble AMS

JULY 9, 2023

Fíonta’s proven track record in delivering exceptional Salesforce solutions and their deep understanding of associations make them an ideal partner,” said Jeffrey Golembiewski, VP, Business Solutions & Partnerships at Nimble AMS. What does Fíonta like about Nimble AMS and Community Brands?

Associations 123

Associations Adopt DC Washington 123

sgEngage

DECEMBER 14, 2023

Your team should start by listing which grant types your organization uses and then program them into your grantmaking system. Once your admin builds those grant types into the configuration of your system, team members will be able to catalogue each request you receive. Bring these reports to your decision meetings as a reference.

Grant 97

Grant Process Management Technology 97

Saleforce Nonprofit

AUGUST 19, 2022

In May 2022, Twilio published the State of Nonprofit Digital Engagement Report on how digital engagement is reshaping the way nonprofit organizations deliver services. In fact, 89% of nonprofits report that digital communications are critical to achieving their organization’s mission.

Digital 59

Digital Report San Francisco Children 59

sgEngage

APRIL 2, 2024

Ensure your team has a standard procedure for identifying any requests and activities within your system that are still assigned to departing team members. Queries and reporting tools will provide an efficient means of building a list of relevant activities. This information headquarters is a great home page for GMS users.

Data 76

Data Blackbaud Policy Database 76

Bloomerang

NOVEMBER 29, 2023

These tools help keep track of all the people who support the organization, like donors and volunteers. A nonprofit CRM tracks donors, manages email and communication history, and provides comprehensive reporting. CRM systems are integral to this effort. Using CRM data empowers you to back every decision with evidence.

Community 83

Community Organization Fundraising Integration 83

sgEngage

MARCH 21, 2024

However, a clearly defined scope is critical to keeping a project on track throughout its life cycle. For your fund accounting implementation , your goals might include a target launch date, staff training, and the ability to pull relevant reports faster. Leave space in your list to track when each deliverable was completed.

Project 91

Project Fund Software Help 91

Nimble AMS

FEBRUARY 17, 2022

As Nimble AMS celebrates its 10 th birthday (and 30 th product release!), If you use (or you’re thinking about moving to) an association management software (AMS) system built on the Salesforce platform, there’s something you should know: You have a choice of data models, and the Person Accounts data model is ideal for associations. .

Personal 129

Personal Model Associations Contact 129

Nimble AMS

AUGUST 25, 2021

It’s the leading AMS system built on the Salesforce CRM platform, which means you get a powerful set of membership management features, plus modern capabilities, including artificial intelligence and process automation, and a detailed view of your members that supports data-based decision making and targeted member marketing and engagement.

Associations 123

Associations Industry Studies Benchmark 123

Bloomerang

APRIL 11, 2023

Your volunteer management system can facilitate more streamlined volunteer engagement and communication. What is a volunteer management system? A volunteer management system, or volunteer management software, is a platform with features designed to help organizations administer volunteer programs, events, and initiatives.

Volunteer 76

Volunteer Software Management Track 76

Bloomerang

NOVEMBER 29, 2023

The pivotal systems you use—nonprofit Customer Relationship Management (CRM) systems and fundraising tools—are not mutually exclusive but complementary tools in your mission to acquire, retain, and grow your donor base. Nonprofits use this data to personalize outreach and engagement efforts.

Fundraising 89

Fundraising Relationship System Integration 89

DNL OmniMedia

APRIL 23, 2024

You can’t be expected to be an expert on all aspects of the software, but you can call on Blackbaud experts to provide the insights and assistance you need to get the most from your products. Customized and detailed reporting. In this guide, we’ll explore the Blackbaud resources your organization has at its disposal.

Blackbaud 52

Blackbaud Support Guide Help 52

Bloomerang

FEBRUARY 23, 2024

The key tools at your disposal—nonprofit Customer Relationship Management (CRM) systems and fundraising platforms—aren’t isolated components but complementary forces driving your mission to engage, retain, and expand your supporter base. Here, CRM systems play a crucial role.

Education 79

Education Fundraising Integration Nonprofit 79

Forum One

DECEMBER 22, 2022

UA is what many organizations think of simply as “Google Analytics,” the code that’s on all your website pages and the companion reports that show page views, bounce rates, click-throughs, conversions, and other metrics. Yet this too has grown more complicated; Data Studio is now Looker Studio , a powerful business intelligence product.

Time 72

Time Metrics Analytics Adopt 72

CauseVox

APRIL 16, 2021

Easy ticket management to track + export ticket sales and mark tickets as redeemed Receive automatic email notifications whenever a ticket is purchased – making it quick and easy for you to see activity + sales. New Enhanced Reporting Interface To Easily Access The Data You Need. With our New Enhanced Reporting, we make it easy.

Product 61

Product Integration Data Site 61

Nonprofit Tech for Good

MAY 13, 2022

UTM s stands for Urchin Tracking Module (nothing to do with sea creatures ). UTM s are an extremely effective way to both track fundraising campaigns and measure their success. They are universal, so many tools track them or support adding them automatically. How can we track marketing initiatives using UTMs?

Donor 298

Donor Track Campaign Facebook 298

sgEngage

JANUARY 19, 2023

From creating a financial cushion to clearly managing your financial reporting, your finance team can create a strong foundation to help you weather whatever the new year has in store. Tip 2: Prepare your fund accounting system for the audit. Tip 2: Review your scheduled reports. Tip 2: Review your scheduled reports.

Foundation 80

Foundation Build Fund Review 80

Nimble AMS

MARCH 18, 2022

Here’s how your entire organization can benefit from a modern AMS system like Nimble AMS. But here’s one thing they have in common: A modern association management software (AMS) system can help each one of them work more efficiently and accomplish their goals more effectively. . Attract and retain staff. Reduce risk. Membership .

Software 129

Software Management Help Associations 129

Association Analytics

FEBRUARY 14, 2022

These will support your business case by aligning with your goals: Consistent, trusted data with standard interactive reports using a common language that employees throughout your organization easily understand – all in a secure data warehouse. Some associations have saved hundreds of hours on report creation per year.

Analytics 169

Analytics Language Associations Case Study 169

sgEngage

OCTOBER 12, 2022

This need for flexibility is reflected in the grantmaking track at this year’s virtual bbcon, Blackbaud’s Tech Conference for Good, happening October 17–20. The 2022 bbcon Grantmaking-track sessions will provide thought-provoking ideas and actionable takeaways to help your grantmaking organization drive greater impact for your communities.

Blackbaud 75

Blackbaud Grant Application Disaster 75

Nimble AMS

JANUARY 13, 2023

The Community Brands Association Trends Study solidifies the imperative for digital transformation, reporting that 63% of members and 65% of association professionals agree—their organization needs to transform technologically within the next few years or risk not surviving. . If not, it’s likely time to upgrade your system. .

Associations 89

Associations Software Retention Tech 89

Nonprofit Tech for Good

APRIL 23, 2019

Nonprofits use CRMs to manage their donor relationships, to segment supporters by interest areas, streamline donor communication, automate fundraising, and report on outcomes to the board, donors, and community. It is important to look at the platform the CRM system is built on. 3) Tracking the Donor Journey or Donor Funnel.

Metrics 261

Metrics Nonprofit Profile Platform 261

Saleforce Nonprofit

JULY 16, 2021

Specifically: Your major gift officers can drive productivity on a modern mobile platform with instant analytics and income forecasting. Programs teams can share transparent impact reports for specific funders. Teams no longer have to operate in silos and won’t have to deal with the daily headaches of complicated reporting.

Tips 122

Tips Mongolia Product Platform 122