ProSpeak: A Layman’s Guide to Understanding Today’s CRM Solutions for Nonprofits

Metaphorically, the “open door” is total freedom to enter the house and rearrange your furnishings, paint the walls, build an addition or remodel. You truly own and control your software. You can do things like create an automated business process to send recently acquired constituents an e-mail saying that in coming days, they’ll receive a welcome packet. You also can automate personalization of the welcome packet letters and other inserts as well as mail-merging and forwarding to your print/mail vendor. Consider how much staff time this saves and how effectively it engages supporters, fostering loyalty and driving donations.