Create a Social CRM Experience

Work from a knowledge platform
A highly flexible and feature-rich database should be at the core of your nonprofit’s CRM system. This will help you centrally record and manage the most important aspects of your relationships with your contacts, thus providing better giving experiences for them. Integrating input from nonprofit staff, volunteers and supporters, a social CRM database allows your nonprofit to build more complete contact profiles, automatically record online interactions, track offline activities, manage donor financial transactions and segment your constituency. Wealth-screening tools also are part of the knowledge platform, and work to identify and cultivate your organization’s best donor prospects. Having this type of information at your disposal will tell you which prospects to focus on and what an appropriate
donation amount is for each donor depending on his or her economic status.