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Fri, Dec 09, 2016
On the fifth day of Christmas, my truelove gave to me... 5 Golden Rules (which are not about the software)Whenever an organisation is reviewing or implementing a database, it is important to understand that it is not just the CRM software/the database which needs to be considered. There are at least five other key factors which influence any CRM system.Strategy - i.e. your fundraising strategy, management structure, communication strategy etc. This may sound obvious but if your fundamental strategy for fundraising, your communication policies, your IT strategy, even your management structure is not well structured then how can you expect [...]
Source: Databases For Charities blog
Thu, Dec 08, 2016
On the fourth day of Christmas, my truelove gave to me... A list of fundraising software created for the Cloud for small-mid size NFPs. There are now a number of fundraising systems which have been designed as Software as a Service (SAAS) applications; i.e. they run on browsers, in the Cloud without the need for you to download anything on to your PC. These systems are specifically, proprietary software solutions which have been designed for fundraising and which you can use immediately with their built-in functionality (i.e. as opposed to CRM platforms like Salesforce/Dynamics which can be extended to provide [...]
Source: Databases For Charities blog
Wed, Dec 07, 2016
On the third day of Christmas, my truelove gave to me... A few things to make me smile and yet still learn about CRM! It's Christmas and so I feel one of my twelve tips (well maybe two, but the other post comes later...) should have some jollity. So here are three cartoons which I think are funny but they can also be used to explain a useful (serious?!) message:1. Dilbert - my favourite cartoon series and I could use a dozen of them to emphasise different aspects of CRM procurement and implementation. But here's the one I have chosen:(Just [...]
Source: Databases For Charities blog
Tue, Dec 06, 2016
On the second day of Christmas, my truelove gave to me... A brief discussion on Microsoft Dynamics 365 and Salesforce.When I started this blog in 2009, I wrote that I was still reserving judgement on whether Microsoft Dynamics CRM and Salesforce were truly valid options as fundraising systems for charities, especially larger NFP organisations. Since then, I have watched the changes in both systems and there is now little doubt that - implemented well - both platforms now can support charities with their fundraising requirements.There are good reasons for this: not only has their functionality and configurability improved, and there [...]
Source: Databases For Charities blog
Mon, Dec 05, 2016
On the first day of Christmas, my truelove gave to me... Details on Why a Single Source of Truth is so ImportantIt has always been important for charities to have a ‘single source of truth' for their core data, but if anything, it will become even more critical in the years ahead. What I mean by this is that if you want to know a supporter's latest address, their most up-to-date communication preferences, who is stewarding them in your charity etc; or if you want to know the average income from your last n appeals, your total registration information for [...]
Source: Databases For Charities blog

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