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CRM stands for Customer Relationship Management. I like to redefine it as a Constituent Relationship Management system. Originally limited to sales and support departments, it has now been widely adopted by nonprofit organizations. Here are the Top 6 reasons your organization should be using a CRM.
Know you are about meet a donor BEFORE you enter that meeting
We are all communicating more than ever and connecting with more people than ever. How are you supposed to keep track of the important conversations happening with your constituents? Let alone share it with your team. Your CRM system will provide a simple way for all staff to record emails, phone calls and meetings with your donors, volunteers or other supporters. Imagine it: all of your organization interactions with your stakeholders in one place and no more searching through multiple spreadsheets. This consolidated ongoing communication will enrich the contact profile and start building institutional knowledge, which is coincidentally my next point.