Getting data (reports, queries, mailing lists, exports, dashboards, etc.) out of any fundraising system is a universal challenge in the nonprofit sector– regardless of the CRM system used. Pulling data accurately requires deep and specialized knowledge of the tools,...
Read moreThe Data-Driven Advancement Shop
We frequently speak of fundraising as being all about people and relationships, and yet we sometimes don’t afford the people inside our organizations the same level of consideration we do our donors and prospects. As data becomes increasingly important to our efforts...
Read moreDriven Mad by Over-Segmentation Part 3: A Data-Driven Alternative
In the first two installments (scroll down to see previous posts) of this “trilogy” on segmentation in direct mail fundraising, I discussed the basic objectives underlying segmentation, listed some of the challenges and limitations created by typical (often overly...
Read moreThe Death of the Cost-Per-Dollar-Raised Performance Metric
It was only because of the various philanthropy news subscriptions I maintain that I became aware of something we ought to be seeing as a game-changing occurrence in the advancement business. In this public letter, the very leaders of the very organizations that...
Read moreThe Top 3 Things You Need to Do to Smooth Your CRM System Implementation
Is there a CRM system implementation in your future? Here are our top three recommendations for how you and your team can ensure a smoother ride. #3: Don’t overlook change managementWhat? Change management? That fluff? Come on, we’re all adults here. We’re all...
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