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Donor Database Management: A Quick Guide to Prospect Setup and Tracking

Qgiv

However, many organizations fail to properly track gift officer portfolios, gift officer actions and donor pipeline management within their donor database management. Standardization around portfolio tracking, donor interactions, documenting proposals, and next steps is critical to the health and sustainability of any fundraising program.

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#1 Ranked Member Check In Software Used Worldwide (With Step-by-Step Tutorial)

Wild Apricot

This easy-to-implement member check in process helps you keep track of attendees, create records, and adds a level of professionalism for your members.

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Two New Video Tutorials from Idealware

Tech Soup

Our content partners at Idealware have just launched a new series of video tutorials for nonprofits. There are two tutorials so far: Facebook vs. Twitter and Constituent Chaos. These short tutorials are full of great information. I covered similar topics in our recent article on cloud-based CRM solutions.

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6 Ways to Make Event Check-in Convenient for Your Volunteers

Bloomerang

Conduct training sessions Provide tutorials on your volunteer management/check-in program, including performing and undergoing check-in procedures. Not only is it convenient for your volunteers who have checked themselves in, but it’s massive support for your busy line managers who need to keep track of who’s working their shifts.

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Top 12 Features Membership Organizations & Associations Should Look for in a CRM

Nonprofit Tech for Good

You can also track engagement in different aspects of the organization. Track Engagement. You will also need to make sure that you’ll be able to track engagement with your messages. In other cases, there might be extensive documentation or video tutorials that you’ll be able to use. Integrates With Other Software.

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Nonprofit CRM Training: Empowering Your Team to Manage Data

Greater Giving

For example, a fundraiser will need to focus on donor management , while a program manager will need to learn how to track program outcomes. Customize training materials: Develop user manuals, best practice guides, video tutorials, and FAQs that support each team’s CRM journey.

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How the Right Event Software Supports Your Nonprofit Fundraising

Greater Giving

Nonprofit Fundraising Support One of my favorite pieces of Greater Giving is that they have a robust Help section with a plethora of articles, instructions, and tutorial videos to teach new and experienced users alike the correct way to set up each of the elements in the software to best support your unique event.