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Make Your Donor Database Work Harder with Paul Morris

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Manage episode 416942470 series 2956490
Content provided by Successful Nonprofits, LLC, The Goldenburg Group, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Successful Nonprofits, LLC, The Goldenburg Group, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

If you’ve ever signed a contract for a new CRM only to regret it a few months later, this episode will help you get the most out of your current donor database (and out of your next one, too).

Paul Morris, a veteran in nonprofit fund development, shares invaluable insights from decades of CRM experience. This episode delves deep into the common pitfalls of CRM implementation and provides practical strategies to avoid costly mistakes and maximize the potential of your CRM to enhance donor relationships and streamline fundraising operations. This wide-ranging conversation also discusses the critical role of negotiating your CRM contract and ensuring that your CRM aligns with the unique needs of your organization’s fundraising strategies.

This episode answers the following questions:

  • What are the common pitfalls in CRM implementation for nonprofits?
  • How can I choose the right CRM for my organization?
  • What are effective strategies for negotiating CRM contracts?
  • How can I use my donor database to better engage donors?
  • How do I make sure the data in my CRM is right?

Links mentioned in this episode:

Looking for more? Check out these amazing episodes:

  continue reading

303 episodes

Artwork
iconShare
 
Manage episode 416942470 series 2956490
Content provided by Successful Nonprofits, LLC, The Goldenburg Group, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Successful Nonprofits, LLC, The Goldenburg Group, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

If you’ve ever signed a contract for a new CRM only to regret it a few months later, this episode will help you get the most out of your current donor database (and out of your next one, too).

Paul Morris, a veteran in nonprofit fund development, shares invaluable insights from decades of CRM experience. This episode delves deep into the common pitfalls of CRM implementation and provides practical strategies to avoid costly mistakes and maximize the potential of your CRM to enhance donor relationships and streamline fundraising operations. This wide-ranging conversation also discusses the critical role of negotiating your CRM contract and ensuring that your CRM aligns with the unique needs of your organization’s fundraising strategies.

This episode answers the following questions:

  • What are the common pitfalls in CRM implementation for nonprofits?
  • How can I choose the right CRM for my organization?
  • What are effective strategies for negotiating CRM contracts?
  • How can I use my donor database to better engage donors?
  • How do I make sure the data in my CRM is right?

Links mentioned in this episode:

Looking for more? Check out these amazing episodes:

  continue reading

303 episodes

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