In the event you run a nonprofit, maintaining observe of who offers you cash and the way a lot every donor offers is important. Not solely does good fundraising information administration be certain that you comply with all authorities laws for nonprofits, however it additionally helps you perceive your nonprofit’s monetary well being. In the event you depend on both Salesforce or Blackbaud as your constituent relationship administration platform, right here’s why it’s best to use each.
Finest Consumer Relationship Administration System for Donor Retention
Conserving observe of your donors’ data doesn’t simply enable you to keep financially clear; it additionally makes your donors extra probably to present recurrently. In spite of everything, it’s straightforward to offend long-term donors by sending them advertising supplies that ask them for his or her first donations. The perfect CRMs enable you to monitor every donor’s giving historical past so that you by no means miss a present.
The highest advantages of the Salesforce donor administration platform embody its analytical instruments, job oversight, and communication capabilities. Blackbaud’s Raiser’s Edge program has lots of the identical advantages, however its features are principally associated to advertising. It’s additionally simply accessible as a cellular app, so should you’re on the go, you may entry your RE information in your telephone.
Knowledge Administration Integration System for Success
After you have each packages, it’s a good suggestion to combine them. This Raiser’s Edge Salesforce integration course of means that you can entry each packages’ high options. Whenever you put together to your integration, it’s a fast and environment friendly course of.
Earlier than you begin working with integration professionals, speak to your group about what you wish to get out of the method. Do you wish to enhance your monetary data’s transparency, or do you wish to enhance your donor monitoring companies’ accuracy? Are you hoping to revamp your communication techniques or begin a brand new advertising marketing campaign? Figuring out your high considerations means that you can craft an integration plan that meets your wants as a substitute of utilizing a generic plan.
Advantages Transferring Ahead
When you’ve built-in your Salesforce and RE platforms, it’s simpler to maintain observe of every donor’s funds. For instance, should you log presents from completely different campaigns into completely different platforms, you won’t notice that the identical donor is giving to each campaigns. This oversight may trigger issues once you ship thank-you notes, set up your donors into tiers primarily based on how a lot they donate, or distribute donation receipts for tax functions.
Integrating your Blackbaud and Salesforce accounts additionally helps you catch duplicate and incorrect information. Incorrect spellings, up to date addresses, and most popular contact strategies are all less complicated to see when your donor information is in a single place. Whenever you perceive your donors higher, it’s simpler so that you can goal your advertising supplies and have extra profitable campaigns.
Lastly, combining each platforms’ information offers you entry to raised evaluation. Each CRMs embody analytical instruments, however Salesforce’s are extra in depth. By combining your data, you’re capable of simply generate charts and different necessary instruments for advertising functions and funding conferences.
Discuss to your accounting group in the present day about integrating your Salesforce and Raiser’s Edge data to remain on high of your donor data.