The fundamental concept behind CRM is the consolidation of information from disparate data sources within your organisation to provide a single, complete picture of each constituent. This holistic view enables your organisation to co-ordinate activities and enhance communications with the people most important to you.
An effective CRM system is much more than just a technology — it is an enterprise-wide approach to managing information and enriching relationships. CRM delivers comprehensive intelligence on your constituents which can drastically improve the success rate of campaigns and provide you with information vital to successful strategic planning. CRM gives canvassers an understanding of the behavior and values of your constituents so they can personalise every interaction — a key to any successful fundraising programme. Finally, integrating databases and automating manual processes improves data integrity and reduces administrative tasks — freeing your staff to focus on what they do best: raising money and working to fulfill your mission.
Is the data you need to make informed strategic decisions scattered over multiple databases? Do you want to deliver more personalised attention to your loyal constituents? Would you like more time away from administrative tasks? If so, you may want to consider how a CRM approach to information management could work at your organisation.
Use the contact management feature to track the activity involved in developing your major prospects
Link scheduled items in The Raiser's Edge to Microsoft® Outlook's Calendar
Design strategies that help you remember to send birthday greetings to your top donors or to send follow-up letters to everyone attending your latest special event
Email constituents directly from their records, and quickly email groups of constituents, preserving communication history
Create and sustain an institutional memory so that everyone acknowledges each constituent’s relationship to your organisation
