Here's what we'll cover:
Constituent relationship management (CRM) is a fundamental part of a nonprofit organization’s success. A constituent in the realm of nonprofits refers to a supporter—someone who’s supported the organization in the past whether as a donor, volunteer, alumni, corporate supporter, member, beneficiary, staff etc. Each constituent type is valuable to a nonprofit organization in unique ways (e.g., dollars, volunteer hours etc.).
CRM software consolidates constituent information along with their donor or participation history into a valuable resource that nonprofit organizations can leverage to strengthen their relationships.
CRM software is more than a sophisticated contact management system. Consolidating constituent data provides a holistic perspective of all supporters involved in an organization, affords seamless and efficient communication with members and supporters and boosts the effectiveness of marketing and fundraising campaigns. Features found in nonprofit CRM systems include:
Contact management. With many constituent types, keeping contacts organized and readily accessible can be challenging, particularly if constituent types are stored in different locations. These systems save time and ensure the right constituent is contacted for each campaign or outreach.
Activity and event management. These features enable an organization to track all tasks associated with an upcoming event and plan associated outreach methods like sending mail or making phone calls. Calendar features remind users when a task is due and record task completion history. Event management tools also track event expenses and in-kind gifts.
Campaign management. These features align constituents with appropriate campaigns and record important metrics like newsletter and outreach open/bounce rates to calculate a campaign’s overall outreach.
Metrics and reports. Key performance indicators (KPIs) can be measured by campaign success rates, supporter behavior patterns. KPI dashboards can deliver weekly metrics via email and provide up-to-date campaign and donor statistics. Reporting features help an organization identify prospective recurring members and donors, and more.
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