A customer relationship management (CRM) software is a cloud-based technology that allows an organisation to store and share all of its data including contacts and interactions with customers. However, if your organisation fits into the nonprofit sector, you may feel that a CRM software isn’t the right fit for you as their functions and characteristics are not relevant to your strategic aims and goals. Here are three main reasons why you should consider a CRM if you work for a nonprofit organisation:
Information is centralised
You are probably very familiar with excel spreadsheets and PowerPoint presentations all of which are worked on by different team members, and if you are, you’re probably aware that they come with their challenges. Using these formats which are managed by different people can result in outdated data and numerous duplicates. Using a CRM software allows you to store and edit all of your data from one place by you and your team members. Having a CRM software also reduces the risk of losing or corrupting files.
Segmentation of Data
Being able to segment your data means that you can select and send out relevant and compelling information, making your communications more accurate and efficient. The time you save by doing this means you can focus your attention on optimising your engagement strategy.
The days of pulling data from spreadsheets and different documents are long gone. Having a CRM software will allow you to generate reports from a click of a button. Powerful CRM’s should let you configure and customise your reporting so you can pull the data that you need to help with your decision making.
There are, of course, many more benefits that non-profits can prosper from. If you are undecided, many CRM software tools offer a free trial to help you decide.