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.