tag:blogger.com,1999:blog-50924963464575505352024-02-06T22:50:38.108-05:00ClearView CRM - Nonprofit fundraising software from SofTrekAnonymoushttp://www.blogger.com/profile/04226709637056320392noreply@blogger.comBlogger22125tag:blogger.com,1999:blog-5092496346457550535.post-64832088857156112622018-01-10T15:52:00.002-05:002018-01-18T14:59:42.235-05:00
Before starting large fundraising projects, you’ll need to know how much money your organization is capable of raising and who might be interested in giving a major gift or serving as a campaign leader.
While large organizations pursuing large capital projects typically conduct feasibility studies, these initiatives are also critical for smaller organizations and smaller projects.
Does Anonymoushttp://www.blogger.com/profile/04226709637056320392noreply@blogger.com0tag:blogger.com,1999:blog-5092496346457550535.post-81068034740496673582017-12-21T13:47:00.001-05:002017-12-21T13:47:54.578-05:00
Tips
for Smooth Data Migration
Data is the lifeblood of any nonprofit organization. Although
most organization would love to “set it and forget it,” sometimes data has to move.
If you’re facing a data migration project—perhaps you’re changing systems and
need to move the data from one to another—some key techniques can ease the
process. Following best practices when performing data Anonymoushttp://www.blogger.com/profile/04226709637056320392noreply@blogger.com0tag:blogger.com,1999:blog-5092496346457550535.post-57423722954942317922017-11-16T14:45:00.001-05:002017-11-16T14:45:16.356-05:004 Ways to Better Understand Constituents with CRM
Constituent relationship management (CRM) software is an incredible
tool to help you better understand your constituents and reach them on a more
personal level. By providing a holistic view of interactions, preferences and
behaviors, you have the information you need to deliver targeted, customized
experiences that will serve to strengthen your relationship with constituents.
Here are 4 ways Anonymoushttp://www.blogger.com/profile/04226709637056320392noreply@blogger.com0tag:blogger.com,1999:blog-5092496346457550535.post-25586084725814112852017-10-30T14:33:00.003-04:002017-11-16T14:46:29.823-05:003 Ways To Increase Fundraising Results
How to stand out and show your cause is worthy of donors' time, attention, money
Nonprofits spend a lot of time raising money to fund their
important programs. Of course a number of different ways are available to get the funding you need--applying for grants, soliciting major gifts from individuals or
companies, and using direct mail to make an ask to a larger number of donors
and Anonymoushttp://www.blogger.com/profile/04226709637056320392noreply@blogger.com0tag:blogger.com,1999:blog-5092496346457550535.post-87849452698835376132017-09-29T17:11:00.000-04:002017-09-29T17:11:41.481-04:00Nonprofit Feasibility Study
Nonprofit Feasibility Study: 3 Tips to Know Before You Begin
As you start thinking about undertaking your nonprofit’s next fundraising campaign, you may be tempted to dive in head first to get the ball rolling. While this enthusiasm is great, completing some groundwork before getting started is important.
What kind of groundwork, you ask? Before starting any large-scale fundraising campaign, Anonymoushttp://www.blogger.com/profile/04226709637056320392noreply@blogger.com0tag:blogger.com,1999:blog-5092496346457550535.post-3763655446145228252016-09-30T10:56:00.002-04:002016-09-30T11:23:09.771-04:00Nonprofits, what's your problem?Do nonprofits have a problem?
You know that selecting, buying, and implementing enterprise
software is a complex task requiring detailed technical knowledge rarely part
of the “day job” of the people making the decision. Furthermore, the process could take months to
a couple years (or more).
That’s not the problem.
The stereotype of software salespeople as predators is often
Anonymoushttp://www.blogger.com/profile/04226709637056320392noreply@blogger.com0tag:blogger.com,1999:blog-5092496346457550535.post-7079966109046181342016-04-15T10:09:00.001-04:002016-04-15T10:10:37.094-04:00ClearView CRM comes to AndroidiPhone users shouldn't get all the ClearView CRM Mobile benefits, should they? We think not. That's why the mobile app is now available for your Android smartphone.
As with the iOS version, ClearView CRM Mobile for Android is free for ClearView users in the cloud. Just visit the Google Play store for your download.
If you're an Android device owner and had the chance to view the Anonymoushttp://www.blogger.com/profile/04226709637056320392noreply@blogger.com0tag:blogger.com,1999:blog-5092496346457550535.post-14970530683917061852015-11-25T13:44:00.000-05:002015-11-25T13:45:55.639-05:00Go mobile on the goIf you're a frontline fundraiser who's often on the road, you have a powerful new ally in the mobile version of ClearView CRM, available for iPhones and iPads.
Anyone who spends a lot of time on the go knows that being efficient and effective can be a real challenge. That's why ClearView CRM Mobile helps with the kinds of activities that are keys to fundraising success. With the new Anonymoushttp://www.blogger.com/profile/04226709637056320392noreply@blogger.com0tag:blogger.com,1999:blog-5092496346457550535.post-21108232118381870872015-10-26T13:44:00.003-04:002015-10-26T13:44:42.626-04:00Soup up your prospect summary screen with simple tweaksDid you know that, with a few simple tweaks, you can soup up your ClearView CRM prospect summary screen to make your work-life more efficient?
Tweak 1
Pare down tabs.
You can easily create new prospect view screens that include only the tabs you want. Consider making a “quick info” screen that has only the Prospect Info, Touches, Memos and Prospect Tags tabs. You can also think about screens Anonymoushttp://www.blogger.com/profile/04226709637056320392noreply@blogger.com0tag:blogger.com,1999:blog-5092496346457550535.post-4608186097298145042015-09-29T13:49:00.000-04:002015-09-29T15:19:50.863-04:00Ready for even more integrations?<!--[if gte mso 9]>
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ClearView CRM connects with even more software that nonprofits use regularly
New accounting software integration is system’s 14th
The list keeps growing. ClearView
CRM from SofTrek Anonymoushttp://www.blogger.com/profile/04226709637056320392noreply@blogger.com0tag:blogger.com,1999:blog-5092496346457550535.post-63058305952029763602015-07-16T12:15:00.001-04:002015-07-16T12:15:24.379-04:00Before your busy season heats up, create some opportunities<!--[if gte mso 9]>
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Anonymoushttp://www.blogger.com/profile/04226709637056320392noreply@blogger.com0tag:blogger.com,1999:blog-5092496346457550535.post-30632408372833599142015-06-11T13:30:00.000-04:002015-06-17T21:26:43.713-04:00Turning Reports into Dashboard PanelsAre you on a quest for the perfect fundraising dashboard? With
ClearView CRM, you have a useful option of adding your own report-based,
custom panels to the system’s standard list of dashboard panel choices.
ClearView
CRM offers a range of panels already built into its Panel Library, from
Action Reminders and Gifts by Geography, to Prospects Added in Past
Month and numerous others. As Anonymoushttp://www.blogger.com/profile/04226709637056320392noreply@blogger.com0tag:blogger.com,1999:blog-5092496346457550535.post-57881595573456638942015-04-22T14:01:00.000-04:002015-04-22T14:01:11.214-04:00New Connections, New Capabilities
ClearView CRM Connects to Three More Applications
New integrations add accounting, call center and social capabilities
If you're a multi-channel fundraising shop, ClearView CRM fundraising software has taken your
ability to connect all your channels to a new level. You probably know that ClearView already integrates with a long list of various kinds of applications--accounting, online Anonymoushttp://www.blogger.com/profile/04226709637056320392noreply@blogger.com0tag:blogger.com,1999:blog-5092496346457550535.post-61439339294770504502015-02-13T13:47:00.000-05:002015-02-13T14:25:06.200-05:00You can’t measure what you don’t track
One of
the key issues any fundraising department faces with the use of
fundraising software is getting staff to actually record what they're
doing with donors and other constituents so that they can track and
report on those activities. It's arguably the primary conundrum related
to moves management or, as we call it in ClearView CRM, opportunity
management.
Opportunities are generallyAnonymoushttp://www.blogger.com/profile/04226709637056320392noreply@blogger.com0tag:blogger.com,1999:blog-5092496346457550535.post-37999910113399065412014-11-10T14:50:00.000-05:002014-11-11T13:21:34.988-05:00Do you have the dashboard you deserve?
One of the beauties of sophisticated fundraising software like ClearView CRM is the ability to provide meaningful, usable dashboards. But are you getting the dashboard you deserve? That is, does your dashboard offer you at-a-glance information that actually 1. lets you know if you're on target to meet your goals today, and/or 2. helps you set goals for tomorrow?
First, let's say what Anonymoushttp://www.blogger.com/profile/04226709637056320392noreply@blogger.com0tag:blogger.com,1999:blog-5092496346457550535.post-1474286983231133822014-09-25T12:08:00.000-04:002014-09-26T11:27:03.613-04:006 Ways to to Grow Your Active Donor Base with Data, Part 3
In Part 3, the final part, of this post, we'll discuss simple ways to optimize your direct fundraising processes to help grow your active donor list.
Selecting and segmenting lists to which you send appeals, as well as direct mail fundraising, are both art and science. Taking a fresh look at how you do them can help grow your active donor list.
Try segmenting lapsed donors based on Anonymoushttp://www.blogger.com/profile/04226709637056320392noreply@blogger.com0tag:blogger.com,1999:blog-5092496346457550535.post-74413099504072146152014-08-15T13:21:00.002-04:002014-08-18T15:40:54.165-04:00Are Your Databases Asking You to Integrate?Squealing brakes. Loose steering. Black exhaust.
The message from your car is obvious: “Tune me up!” Likewise, your donor management software, online giving application, volunteer management software and other systems have distinct ways of letting you know that they need to be integrated—or to at least talk to one another. Most organizations have reasonable explanations for keeping dispersed Anonymoushttp://www.blogger.com/profile/04226709637056320392noreply@blogger.com0tag:blogger.com,1999:blog-5092496346457550535.post-50823739809586655512014-07-21T13:27:00.000-04:002014-07-21T13:29:00.053-04:00Millennial or Boomer--Whom Do You Approach?
Millennials and Baby Boomers: Two massive generational cohorts, both with great opportunity and challenge for fundraisers. Where do you, as a fundraising organization, focus your efforts? Of course, you don't need to approach one group to the exclusion of the other, but each can play an important role in your donor base. This animated infographic compares these two Anonymoushttp://www.blogger.com/profile/04226709637056320392noreply@blogger.com0tag:blogger.com,1999:blog-5092496346457550535.post-72325293362782353882014-06-10T11:13:00.000-04:002014-06-10T11:13:36.362-04:006 Ways to to Grow Your Active Donor Base with Data, Part 2
We’ve been discussing ways that your nonprofit can address attrition and generate new donors to help grow a healthy active donor base. Part 1 focused on tightening up your data management. This article looks at analyzing your list for active vs. lapsed donors.
Thoughtfully analyze your active donor list
Has your organization taken a hard look recently at which donors in
Anonymoushttp://www.blogger.com/profile/04226709637056320392noreply@blogger.com0tag:blogger.com,1999:blog-5092496346457550535.post-47305780881443011312014-05-13T17:06:00.001-04:002014-05-13T17:06:59.735-04:006 Ways to Grow Your Active Donor Base with Data, Part 1Without a healthy active donor base, you’re in trouble. That’s a
truism all nonprofit fundraisers acknowledge. Growing the number of
active donors is a constant process, but you can take steps today to
boost that effort. The following strategies focus on reactivating lapsed
donors and acquiring new names. Upgrading current donors is certainly
important, but these folks are alreadyAnonymoushttp://www.blogger.com/profile/04226709637056320392noreply@blogger.com0tag:blogger.com,1999:blog-5092496346457550535.post-49884555137799533122014-04-01T12:29:00.000-04:002014-04-01T12:29:06.342-04:009 Must-ask Questions for Your Nonprofit CRM RFP (Part II)
By Steve Birnbaum
(Part 2)
Last post, we discussed the first five of nine questions you need to ask when you’re developing an RFP for a new nonprofit CRM. These final four questions continue the process of digging deeply into the real and vital (yet sometimes not obvious) strengths and weaknesses of any system you’re considering.
6. How does your system safeguard constituent data in the Anonymoushttp://www.blogger.com/profile/04226709637056320392noreply@blogger.com0tag:blogger.com,1999:blog-5092496346457550535.post-48624383448920413452014-02-05T13:08:00.000-05:002014-02-05T14:46:44.154-05:00 9 Must-ask Questions for Your Nonprofit CRM RFP
By Steve Birnbaum
(Part I)
When you’re developing an RFP for your new nonprofit CRM system, some questions are more equal than others. In addition to the basics about functionality, make sure you include nine other must-ask questions, five of which we feature in this post. These questions get at some of the most important, but sometimes overlooked, aspects of a nonprofit CRM or fundraising Anonymoushttp://www.blogger.com/profile/04226709637056320392noreply@blogger.com2