Non-profit organizations are made for the noble cause of the society and it works on mostly collecting the funds or raising them for a special cause. Donors , volunteers , fundraisers , employees , all are a part of non-profit organization and thus it becomes mandatory for an organization like this to have a CRM by its side. Non-profit organizations at the start would have managed their respective details by just putting it on a simple spreadsheet but with time as it grows , it needs more management. Besides compiling the overall data at one place , there is something more than we would require for our non-profit organization. The right CRM for your organization can change the way it works and it would work as an upgrade to the older version of management and carrying of operations. Through this article , Binary Clues would like to mention those features which you should look for in a CRM while choosing it for your non-profit organization.
1. Donor Profiles : Generally non-profit organizations learn details about their donors as they hope on building relationships with them; however these Organizations can even perform screenings to fill any gaps in the database. On the contrary that information is useless if it isn’t properly stored and updated on a regular basis and is quite easily accessible to the consumers. That’s where your Non-profit CRM enters the place and It allows you to fully manage the information about each of your donors and supporters by creating a profile on details about them in an individual manner but in the same database where other donor profiles are kept.
2. Reporting and Analysis : Your Non-profit CRM doesn't only keeps track of donor details but it also seamlessly records and organizes data that gets induced in from your various marketing campaigns, emails and website pages. Apart from this any other resources you need to monitor are also included in the process.Modern business intelligence tools display data in visual ways with the help of dashboards and reports. Non-profit systems will also have options for configuring the layout based on which metrics you care about the most , that simply means it is highly customizable.
3. Automation tools : Automation might bring a change in your organization by fueling the bots to do operations on their own.Non-profit CRM tools thus act as the robots and the products are considered as your list of tasks.You can also build automated workflows so that repetitive tasks such as data entry and donor management become less troublesome. Email marketing automation is one of the most beneficial aspects of your Non-profit CRM.
4. List Segmentation : List segmentation allows your Non-profit CRM to divide your donors and trustees into different groups. This is relatively a common feature in most Non-profit CRMs and thus is credited with giving you a huge amount of flexibility. Just make sure about the fact that your list segmentation will only be as powerful as the information stored in your CRM database. The more data you can compile for each profile the better it will serve its purpose and vice-versa.
Conclusion: Here are the most unique features that you should look for while choosing Sales CRM for your Non-profit organization, brought to you by Binary Clues we imply on giving you the best information and details.