How Technological Advances in CRM Help Nonprofits Achieve Their Goals

Our assessment team can evaluate your nonprofit’s current CRM technology, provide actionable insight about its operational shortcomings and offer alternative CRM tools that are within your budget.

For many of our clients, this comparison is a critical springboard for obtaining new, innovative CRM platforms that improve the donor experience, increase donations, and maximize their marketing spend. Upgrading your CRM software gives your organization access to technological advances that make a difference in every nonprofit.

Data-Driven Inbound Marketing

You cannot overstate the importance of providing your donor base with relevant content that demonstrates your thought leadership and domain space knowledge. Products like Hubspot’s all-in-one inbound marketing software use a data-driven content strategy tool that analyzes what your audience searches for and suggests which topics you should cover on your website, blog posts and social media channels.

This user-friendly marketing software also allows you to optimize your website’s SEO by employing a real-time keyword suggestion tool. This feature pinpoints the best times to post and identifies key industry influencers with whom you should share your content. It also uses automated drip email campaigns to drive donor conversions.

Perhaps most importantly, this marketing software tracks when and how your audience interacts with your channels and determines the ROI of every campaign you launch.

360-Degree Donor Management

The more you know about your donors, the better — your goal is a donor experience that’s both effortless and impressive. Platforms like Saleforce’s Nonprofit CRM collect information about donation history, personal activities, attendance at charitable events, program participation and social media presence.

The platform’s donor data tracking feature also gathers information about the posts each donor reacts to on Twitter, LinkedIn and Facebook, deepening your nonprofit’s understanding of their personal interests and informing how you can best engage them.The more you know about your donors, the better — your goal is a donor experience that’s both effortless and impressive. Platforms like Saleforce’s Nonprofit CRM collect information about donation history, personal activities, attendance at charitable events, program participation and social media presence.

In addition to helping your organization market more effectively and reach target demographics, it also manages your nonprofit’s donation cycle. It integrates digital payment processing with landing pages and marketing emails. After donations process, the platform builds and audits donation batches and automatically performs data cleaning. It offers a similar suite of features for managing grants, volunteers and events.

Let Weil & Jones Assess Your Current CRM Technology and Provide Alternatives

Do you rely on an out-of-date CRM platform to gather donor information, process payments and run your nonprofit’s marketing campaigns? Schedule a consultation with Weil & Jones’ assessment team to learn which engineered solutions and CRM technology can improve your nonprofit’s operational efficiency. We specialize in helping nonprofits offer a better donor experience. Call our NYC office at +1 (646) 472-7900 or email us directly at business@weiljones.com.