Is your CRM doing its best work for your mission? Get a checkup to see how you can work smarter and more efficiently to deliver on your mission.
Your CRM (Constituent Relationship Management system) is the foundation of your individual giving operation. You cannot successfully cultivate your donors or engage others (such as board or staff members) in the teamwork required of fundraising without strong data and recordkeeping.
Shelly has found quite a few nonprofits are not using key features of their systems or are working too hard to navigate ill-suited platforms. Her assessment of your system will give you the tools to understand how you can improve your tool and processes to get better results. AND she will help you implement those action steps.
Here’s a sample timeline of how the assessment works:
- After an initial survey of your data, Shelly will assess your database against a list of characteristics your tool should have (and your staff should be implementing) in order to ensure individual giving best practice.
- Shelly will give you a detailed written report on her findings and recommendations.
- You will meet with Shelly to discuss the findings and her recommendations.
- Once a next-phase contract is finalized, Shelly will implement agreed-upon recommendations, ensuring your team are engaged in the process and buy into the solution.
FAQ
What are some examples of fixes Shelly might recommend?
Often they are very simple adjustments such as setting up automatic acknowledgements or scheduled reporting. Sometimes she notes that a dashboard doesn’t provide key data that fundraisers need to spend their time wisely and the dashboard can be redesigned. Or, she’ll find that reporting does not cover key data points that are essential to best practices. Once in awhile she will note that staff are not consistent in how they are entering data and additional training with action steps will be her recommendation.
What if Shelly recommends a new platform?
Sometimes the system you’ve struggled with for so long isn’t the right fit for your organization. In these cases, Shelly will offer some ideas of “quick fixes” that she can implement until finding a new system is possible. If you are ready to make the leap, she can also help with selecting and implementing a new system.
.How does she bill for her work?
Shelly uses project-based billing for the assessment so you will always know what the cost will be, going in. Book a free consultation with her to learn more.