For most nonprofit organizations, their most valuable asset is their constituent data. The right data allows you not only to contact the right people, but to personalize the content and timing of each message to each supporter. A nonprofit's Constituent Relationship Management (CRM) system is usually the central piece of software at a nonprofit organization.
Recent Posts by Wendy Levine:
Wendy Levine, on July 31, 2020
Nonprofit organizations using Salesforce have a powerful and flexible tool at their disposal to track constituent information, manage campaign income, and generate intelligence needed to make smart decisions. In addition to the CRM capabilities that Salesforce provides, Nonprofit organizations also need purpose-built fundraising and advocacy tools.
Wendy Levine, on June 15, 2020
Today's supporters are bombarded by requests to buy, donate, support, volunteer, and interact. It is no longer enough to design compelling messages that "rise above the noise." Modern nonprofits are employing "Smart Engagement" to get their message through.
Smart Engagement involves using technology and automated processes to focus on the most important tasks and to make the best decisions possible. It's about giving your staff the tools and the information they need to make smart decisions every day.
While this time may be "unprecedented" for many reasons, the acts of racism and discrimination we are talking about today are not new. Salsa Labs is encouraging our employees to listen, to learn, and to think about how each and every one of us can make a difference. We are supporting our employees who choose to raise money and take meaningful action, and we encourage our community to do the same.
Wendy Levine, on May 11, 2020
Donor database software provides nonprofit organizations with the ability to track every important piece of information about their donors, and also about volunteers and other supporters. This information is critical for today's nonprofits that need to communicate effectively across multiple channels - often with limited resources.
Is your fundraising event moving online? We have been talking to our clients, nonprofit consultants, and doing a little brainstorming with our Salsa nonprofit experts. The most popular suggestions and ideas are listed below, along with some data on what other nonprofit organizations are doing.
Wendy Levine, on April 14, 2020
Donor Management Software provides organizations with a system to track information about not only their donors, but all of their supporters including volunteers, advocates, event attendees, and board members. Donor Management Software is also known as Nonprofit CRM or Constituent Relationship Management software, and is used to manage supporter data and record of interactions with each supporter. Choosing the right Donor Management solution for your organization requires a thoughtful and thorough approach.
Today's CRM systems are much more than the original "Customer Relationship Management," systems that tracked customer names and addresses, and little else. Today's CRM systems are complex platforms that track every aspect of a company's client relationships and activity. Nonprofit CRM systems, also known as "Constituent Relationship Management" systems, similarly can track almost any piece of information about all of your supporters.
Wendy Levine, on February 11, 2020
We sat down recently with Joyce LeBombard, the President of the League of Women Voters Austin Area, to talk about the process her organization went through to select a software system. Joyce and the League of Women Voters Austin Area (LWV-AA), the largest League of Women Voters chapter in Texas, have agreed to let us follow them through their implementation and share their story with other organizations who might be going through the same process. We started by discussing how they made their system selection in the first place.
Wendy Levine, on October 3, 2019
Managing a software selection project
Whether your nonprofit is looking for a new CRM system, an event tool, or a complete digital marketing and donor management platform - an organized software selection project will ensure that you find the right solution for your organization.
A good selection project consists of the following:
1. Project team and executive sponsor
Selecting a new software system can be a huge decision. Take the time to consider what and who will be impacted by the change, and then put together a team that has the time and knowledge to assist with the selection process. Depending on the size of the project and the size of your organization, a project team may range anywhere from 2 members to 10.
When putting your project team together, consider the following:
- Who will be directly affected by the new system?
- Who will have the most valuable input? Don’t overlook lower-level employees who have been with the organization for a long time and may have a very different perspective from leadership.
- Who are the biggest users of the current system? Whether software or a manual system is being replaced - you will need to make sure that you aren’t losing needed functionality.
- Who will be the biggest consumers of information coming out of this system? Your ED will need operational reports, the board will want high-level intelligence, and others will need specific information to do their jobs effectively.