Developed for NGOs, made for genuine connections

Marketing automations can be used to automate recurring tasks and processes. This saves non-profit organizations precious time that can then be spent on other projects.

Automations can also be used to create personalised donor journeys. A 63-year-old supporting member will be fed different content to a 23-year-old student, for example. By better meeting the needs of donors, automations ultimately improve communication with those donors.

All in all, this makes fundraising more efficient and successful.

Fundraising automation is a data-based method used to automate fundraising measures with the help of software. As per the specification, everything from simple, recurring tasks through to the entire donor journey can be automated depending on touchpoints, interactions, donor characteristics and behaviour.

At the same time, the switch to data-driven, automated processes also means putting donors front-and-centre and finding the right approach for each donor.

As automations can also be used to automate communication channels and donor journeys, they can make communication with donors much easier. This enables non-profit organizations to approach donor and respond to their interests in a more targeted manner, thereby automatically improving communication with donors and their loyalty to your organization.

It’s not necessarily important whether you’re a small, medium or large organization, but rather which procedures, tasks and processes you want to simplify. What’s important is that a CRM handles donor data securely and confidentially. This is something you should always be mindful of.

The choice of functions should be based on your needs. Ask yourself the following questions: Do you just want to be able to manage and easily access donor data? Do you also want to automatically send e-mails to donors when they’ve taken a certain action? Would you like to connect other tools that you already use to your CRM? How much automation do you want in your CRM? Should internal processes also be automated? 

Customer relationship management, or CRM for short, helps organizations to manage the data of donors and to reach out to those donors. The data of the respective donor is automatically entered into the CRM after a donation. You can collect this data in the CRM, trigger e-mail notifications and thus organize communication with your donors.

In short: With a CRM, non-profit organizations can improve the relationship with their donors and save time. More on the topic of donor retention.

A CRM can make sense at various points. If your organization needs to manage a number of donor contacts, and simply storing the data in Excel, for example, becomes too confusing or the functions are no longer enough for you. In a CRM, all your data is clearly organized in one place and you can retrieve, process it, etc. in just a few seconds, which also saves valuable time

The fact you can automate simple processes in most CRM systems is also a time-saver. Ideally, you will even be able to manage tasks with colleagues in a CRM.

A CRM can also make sense if your data is managed by several people. In a CRM, you can then create several users who are able to edit the data.