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.
5 Metrics Fundraisers Need to Track to Retain Their Donors
Donor retention is undeniably critical to meet your nonprofit’s revenue goals, but it can be tough to know which efforts result in higher retention levels or upward movement of donors. That’s why we put together a list of the five essential metrics you need to know, as a fundraiser, to achieve higher retention rates.
The Two Riskiest Reporting Errors—and How to Prevent Them
There are two types of high-risk errors we encounter with our clients far too often—here's how you can prevent them...
3 Tips to Design Your Dashboard for Maximum Impact
To make the most out of your report that you invested the time to set-up and build properly, it’s essential to design your dashboards in a way that maximizes the impact of your report.
EBOOK: A Fundraiser's Guide to Data Analysis
From the fundamentals and step-by-step processes to next-level strategies, this resource will be a fundraiser's go-to guide for data analysis.
4 Steps to Set Up Your Report For Success
Setting up your reports doesn't have to be a lengthy, grueling process. We developed a reporting set-up process that will help you build a strong foundation so that you can create more effective reports in less time.
The 6 Most Common Data Mistakes Fundraisers Make—And How to Fix Them!
Over our three decades of work with clients, we've noticed some common mistakes that fundraisers make with their data. So, we decided to round up the six most frequent mistakes that we see and explain exactly how you and your team can fix them.