Top 3 Tips for Successful CRM Demos: WFH Edition
If you are searching for a new CRM or ticketing system, you are probably anxious to see demonstrations of the shiny new systems on your wish list. Although you may be tempted to jump right into demos, they should be one of the last steps of your system selection process. In order to get the most from your vendor demos, we’re sharing our tips for successful demos, adjusted for the new remote work reality.
WEBINAR: System Selection
When searching for a new CRM or ticketing system, it’s important to find the right fit. The key to picking the right system is understanding your needs, and evaluating your options based on your organization’s unique requirements and priorities. Download the webinar materials to learn more.
Recording Virtual Attendees in your CRM
With COVID-19, many nonprofits have moved performances and events online. Just like live events, a lot of hard work and planning goes into virtual gatherings, and you’ll want to capture attendee data in your CRM. In our latest blog, we outline some best practices for importing attendee data into your CRM, as well as system specific tips for The Raiser's Edge/RE NXT, Tessitura, Blackbaud CRM, and Spektrix.
Seven Data Issues to Look for When Converting from The Raiser’s Edge
Implementing a new CRM system can be a long and complicated process. One of the biggest hurdles can be cleaning, converting, and mapping data from a legacy system into a new CRM. Conversion to a new system provides an ideal opportunity to clean and organize your constituent data. In this blog, we lay out key data issues to look for when converting from The Raiser's Edge.
Ask Me Anything: Growing Audience During the Pandemic
Ask Me Anything! Your Arts Marketing Questions, Answered. Should we abandon our audience growth goals during the pandemic?
Ask Me Anything: Creating Effective Audience Segments
Ask Me Anything! Your Arts Marketing Questions, Answered. What criteria should we use to create effective audience segments?
No Login Required! Beyond Communication Preference Forms in BBIS
Most nonprofits want to stay in touch with their constituents while also respecting their wishes to opt in or out of particular communications. If you’re using Blackbaud Internet Solutions (BBIS), it can be tricky to set everything up correctly. In this post, we’ll explain how you can give your constituents more control over their preferences—with no login required!
Ask Me Anything: Creating a CRM Culture
Ask Me Anything! Your Arts Marketing Questions, Answered. What audience segmentation advice do you have for reopening?