How CRM can help small and medium charities grow?

Third Sector organisations are now looking to CRM (Customer Relationship Management) best practice so they can:

Improve internal communications so all staff can make quicker and better decisions
Improve external communications to engage and retain sponsors, donors and volunteers
Better understand who donates, how much they donate, when they donate and why they donate
Work more efficiently by automating repetitive tasks and procedures

How to identify that you might have a problem:

You have lots of different spreadsheets and databases to manage your data.
Individual people working in ‘silos’ have their own data.
You can’t easily identify and target messages for donors, sponsors and volunteers through multiple channels.
You find it difficult to identify where funding comes from, why people donate and how it breaks down
You need to increase funds.

If you would like to find out more about how CRM can help small and medium charities grow click here.

Most people associate CRM with Companies rather than Charities and not-for-profit’s (NFP). The challenges now facing the Third Sector has made organisations take a more business-like approach to managing relationships with their stakeholders.