Does My Nonprofit Need a CRM?

Today, I want to share a story with you about one of our nonprofit clients who came to us in need of a CRM solution. Ultimately, we were able to find the best fit for their organization, and I’m going to share how you can do the same. But what is a CRM? What does it even stand for? A CRM stands for Customer Relationship Management, and it’s a tool you can use to automate both your front and back-end business activities.  A CRM can help you track donor, impact, and engagement numbers, the metrics you need to work more efficiently, and keep the delivery of your organization’s programs more streamlined and efficient.

You can watch the video training on CRMs with Kalish on YouTube!

But let’s hit pause for a sec. The first thing I really want to share with you is that the heart of your business is your customer journey. It’s  where someone can go from not knowing a thing about you to becoming a customer, client, or donor in this case. CRMs can support this whole process through even sending them off, giving them a big thanks, or even giving them a gift.

That entire experience is what is included in the customer journey, and it sets your organization apart from the nonprofit next door. But founders, what about you? It’s not just about the external journey and how customers are feeling. It’s also about how you and your team are effectively guiding your customer in the backend.

Nonprofits are full of dedicated, hardworking staff and volunteers. Are you blocked down by mundane admin tasks that could be automated or something that you could outsource to a tool? How efficiently do you and your teams guide your customers or donors through that customer journey process? This is where a strong and solid CRM come into play. This includes a little bit of automation to streamline those processes on the back end and enhance the experience on all sides.

For the nonprofit who came to me after 30 years of operation, we really wanted to find a way to manage donors, share key updates, track spend and impact, and ensure that reports were shared regularly. Donor management, tracking the success of your programs, and also having the touch points to share the successes and wins with your audience, can all happen within your CRM. For example, you could share results with your interested parties through marketing emails. It also includes forms that people can fill out to share interest and feedback. Then, of course, your CRM should integrate with your financial management tool, such as QuickBooks. All of this is done to ensure those donors know where their money is going.

How To Select a CRM for Your Nonprofit:

I shared this with my client, and I want to share it with you too: Even though you’re a nonprofit, you definitely want to know how your revenue and dollars are being utilized year over year. After a few calls in our process, we were able to find a tool that worked best for them. Some of the big players for CRMs like Salesforce, which are really robust and built for larger organizations, was originally at the top of mind for them. But they weren’t sure if the investment made sense for where they were in their business.

What we first looked at was a tool called Bloomerang, which really hones in on donor retention and management and helps with that financial piece. However, they needed a solution that could help with both the front end marketing activities and also the back end and fulfillment of the programs that they put on for the community.

Then we looked at HubSpot, It had really great features to keep donors engaged. It also offered detailed analytics to make sure every step of the customer journey and all the interactions were tracked. Most importantly, it provided detailed analytics to measure the impact. What we really loved about HubSpot is that it allows them to build out customizations based on the different and various types of programs that they offer to the community.

All of the tools in Hubspot are user friendly, but you may need some support with getting everything set up. When you work with a team like our operations experts at Well Run Retail, we take an approach that keeps where you and where you want to go in mind so that you’re not just blindly picking a CRM. It will allow you to build your systems on the backend to grow with your organization.

CRMs help track those critical key points in the customer journey, like donor management, volunteer management. They also help track how donor dollars impact the programs and the people your nonprofit touches. We really want to fulfill the mission, but also to track success along the way as we continue to grow, launch, and grow your nonprofit’s initiatives.

If you are feeling overwhelmed about Finding the right CRM for your organization, be sure to reach out to us at Well Run Retail. We’ll take care of your needs and allow you space and time while we think through all the things that your business needs. Ultimately, we want to set you up to get more efficient, organized, and ready to be streamlined for scale.

Now, let’s address the pressing question: Does your nonprofit need a CRM? The answer is a resounding yes. A CRM system is not just a luxury but a necessity for nonprofits looking to thrive in today’s competitive landscape. Here’s why:

5 Reasons Your Nonprofit Needs a CRM:

  1. Efficient Donor Management: A CRM streamlines the process of managing donors, from tracking donations to nurturing relationships, ensuring that no opportunity is missed.
  2. Impact Tracking: With a CRM, nonprofits can effectively track the impact of their programs and initiatives, providing transparency to stakeholders and demonstrating accountability for donor dollars.
  3. Operational Streamlining: Mundane administrative tasks can bog down nonprofit teams, diverting time and resources from core mission activities. A CRM automates these tasks, freeing up valuable resources to focus on making a difference.
  4. Customization and Scalability: A good CRM, like HubSpot, offers customization options to tailor the system to your nonprofit’s unique needs. As your organization grows, the CRM can scale with you, accommodating evolving requirements and expanding outreach efforts.
  5. Enhanced Communication: From personalized marketing emails to timely donor updates, a CRM facilitates effective communication with stakeholders, fostering stronger relationships and increasing engagement.

In conclusion, a CRM system is not just a tool; it’s a strategic asset for nonprofits. It empowers you to manage relationships effectively, streamline operations, and demonstrate impact transparently to your stakeholders. At Well Run Retail, we understand the unique needs of nonprofits, and we’re here to help you find the perfect CRM solution tailored to your organization’s goals and mission.  Schedule your complimentary call with us today and embark on a journey towards greater efficiency, organization, and growth for your nonprofit.

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