What do your Supporters and Donors expect?
Charity CRM exists alongside the highly-developed and expensively resourced CRM systems we all see in businesses and commercial organisations. From a charity point of view, we believe the aim should be to deliver the best possible experience for supporters and donors, without over-stretching available funding and resources.
That is where our experience comes in. For example, we have seen that it is often far more cost-effective to upgrade existing systems rather than to invest in new CRM technology.
Our approach to CRM for Charities is to:
- Understand the way each charity operates, its priorities, and its staff
- Review the capabilities and resource requirements of the existing CRM system
- Identify the gap between what the CRM system delivers and what the charity requires
- Recommend fully costed solutions for bridging the gap (including upgrades and plug-ins)
- Implement recommendations as required
- Train staff to make best use of the upgraded (or new) system
For Charities our focus is closely aligned with our approach to CRM for other NFP sectors:
- Real-time information
- Dashboards and Reporting
- Automation – letters, emails, updating records
- Integration with other third-party products
- Development for future needs
- Automation – letters, emails, updating records
- Data accuracy on donor Income at individual, regional and national level
- Donor status including Subscription giving – New, Active, Lapsed, Cancelled
- Fundraisers and events
- Beneficiary status and benefits given