1. You work from spreadsheets
Doing anything manually takes longer but when you work in a charity/ not-for-profit/ social enterprise resources are thin and time is short. Having good CRM software like Ribbon CRM will free up this time and enable you to get more done in a shorter space of time.
2. Your staff work in silos
Silo working means that nobody can see the big picture in a moment’s notice and that information needs to be chased.
3. You miss opportunities
If one person holds a certain account and they leave, it can be really difficult to pick up where they left off. Especially if they have multiple spreadsheets and word documents saved all over their computer, not to mention reminders to call people written on post it notes.
4. You don’t know where to focus fundraising efforts or who your key supporters are
If you’re not sure what demographics are most engaged in your cause, you don’t know who to approach or how to do it. CRM software will collate your supporter data and segment it to show you exactly this. Similarly if you have a few people who consistently give large amounts of money or time to your organisation, acknowledging this is a great way to make them feel valued and strengthen their relationship with your charity, not-for-profit (nfp) and social enterprise. Segmenting your data with CRM software can reveal this information to you so can send them tailored messages of thanks, insider scoop, privileged tickets to events and so on.
5. You collate HR data manually
Staff are using paper timesheets, you’re not sure who’s had training in what. With CRM software all your HR information is stored in one place and automated where needed.
If any of these resonate with you, then these are just 5 signs your organisation needs a CRM you may have more!
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For further information email firstname.lastname@example.org or call Rachel on 0114 2823444/ 07296 228 262