data management Archives - DonorLynk

Making Your Data Work For You

By | Data Management | No Comments

A mantra that we live by at DonorLynk, and want you to live by as well: make your data work for you, not against you. For years you have built up data from all operations at your nonprofit. If you are not learning or growing from the data you have, then the data is not working for you. We advise you to look to a few key pieces when evaluating if your CRM is representing your success and relationships best.

Custom Fields

Record layouts for contacts, accounts, events, etc. that are tailored to the organization’s way of understanding the data gives way to accurate expectations for donors and volunteers. Custom fields reflect how they have been involved and can be involved. Custom fields in event and campaign records ensure you have year by year comparisons of budgets, sponsorships, goals met, and much more. Customization is essential in having your data work for you.

Internal Communication

Shared calendar, email sync, meeting requests, and chatting within your CRM allow you to share snapshots of data in no time at all with fellow members of your team. Donor acknowledgment process need an update? Make changes on the fly by scheduling a short meeting with your development team. You’ll all understand what changes work because you’re dealing with the same data every day.

Reporting

With the data exchanged through internal communication and taken from custom fields, you have the perfect environment to keep reporting simple. Reporting will deliver the final verdict on if your data is working for you or not. Keep data clean, keep it organized, and let your reports do the talking.

Refine and refresh your nonprofit’s data management practices by connecting with us!

Marianna Woodruff is Director of Brand Awareness at DonorLynk, LLC. DonorLynk aims to provide nonprofits with tailored solutions that work for you, not against you.

Reporting = Easy and Breezy?

By | Data Management, Technology | No Comments

Can that be right? Is it even remotely possible that reporting in your CRM can be simple? Friends, it IS possible! However, you have to look at what else the CRM option offers that leads to better reporting for your nonprofit. Reporting cannot be avoided, so having it be simple is considered a necessity here at DonorLynk.

 

Yesterday, we dug deeper into the importance and helpfulness of custom fields and layouts. THIS is what can help you report successfully on the triumphs at your organization. The ability to create a custom field, just for the purpose of having it as a set filter for your report results is major time saver, and can guarantee that you get the right end result the first time you make the report, and not the third or thirteenth time.

 

In addition to making sure custom fields can aid in reporting simply at your nonprofit, also check into the ability to schedule your report to run at certain times and send results directly to your inbox (or anyone else’s!) at that chosen time. Scheduling your report to pull new data in and update without you having to prompt it is also, you guessed it, a major timesaver! Do you see what our aim is here? We want you to spend more time making a difference, and letting your chosen CRM take the time to do the rest.

 

Lastly, if it’s a field, there’s a way. Meaning, if it’s a field in your database, then you can report on it. Tying this in with custom fields, or simply preset fields, we encourage you to make sure your ENTIRE system can be reported on. When push comes to shove, you should be able to build a report from scratch in just a few minutes. Ease of use in this initial report building process will also, say it with me, save time!

 

Interested in how reporting can improve at your nonprofit, and save you time leading up to board meetings or staff strategy sessions? We are here to help! Connect with us, and our team can get to work setting up a data management solution in Salesforce that will keep all your data in one place, and give you the ability to report simply.
Marianna Woodruff is Director of Brand Awareness at DonorLynk, LLC. DonorLynk aims to provide nonprofits with tailored solutions that work for you, not against you.

Customizing Data Fields and Layouts

By | Data Management, Technology | No Comments

Throughout this month, visit this blog for a look into technology necessities for data management, social media, and online giving. These are checklist items that the DonorLynk team feels betters your organization in its day to day operations of your administration. Today, we take a closer look at the power of custom fields and layouts, and why customization is must in your data management solution.

 

Custom fields in your donor, member, volunteer, and client records allows you to capture data that will help you tailor communication, plan events, and create and promote opportunities to get involved for your constituents. Through noting key demographics, skills, and social and professional connections in custom fields in a donor record, you can see the potential reach of that donor, the potential to give that they have.

 

Custom layouts put VIP information at the top of the record, and categorizes this information in the best way for you. You can catch the contact, donation, or campaign record highlights at a glance because of the layout organization chosen by you. Take the details that will help the most in developing the relationship with the constituent, and keep those eye level.

 

Forms and applications that you make available on your website should feed into your data management solution directly. The power of customization allows you to designate fields to receive this information within these various records. Customization of your constituent records is a necessity to your nonprofit, one that will save your team time, and help you to keep data clean and organized moving forward.

 

Interested in a custom data management solution for your nonprofit? Get in touch HERE, and we can discuss the potential your nonprofit will have with a custom solution built in the world’s #1 CRM.
Marianna Woodruff is Director of Brand Awareness at DonorLynk, LLC. DonorLynk aims to provide nonprofits with tailored solutions that work for you, not against you.

The Donor Experience, In a New Light

By | Donor Management | No Comments

During 2017, your nonprofit should stress the importance of having donors on hand and on site to experience all that your nonprofit accomplishes in the community, firsthand. One of the trends we will see in the industry this year is a surge in donor visits to active programs and classes you conduct for community members.

 

Track the interests of a donor within your custom CRM solution so that you can be sure to personally invite them to be present for the kickoff of a new opportunity or the completion of a big project. Your donors, more than likely, are seeking to invest in other ways at your organization, so being proactive in addressing this need definitely displays the forward thinking attitude of your development team. Directing them to these new experiences also encourages them to seek participation in these programs, and, just like that, you have made a donor turn into a volunteer or committee chairperson also.

 

One of our top goals in building all in one solutions for nonprofits is to empower you to lead your constituents to get involved in every way they can. Your network becomes so much more diverse and are such amazingly capable ambassadors when they open doors they didn’t even know were there. In addition to providing new levels to the donor experience, be sure to document the response and attendance of the donor. Not only can you be more personal in your correspondence, as mentioned above, but you can also be more targeted in your automated email and direct mail send outs as well.

 

Ready to take notice of how your donors really want to get involved, and have a way to document those relationship observations? Connect with us today to learn more about creating and building out YOUR donor experience.

Marianna Woodruff is Director of Brand Awareness at DonorLynk, LLC. DonorLynk aims to provide nonprofits with tailored solutions that work for you, not against you.

Prepare, Share, Awareness

By | Data Management, Marketing | No Comments

Prepare your nonprofit for brand changes, and prepare a database to measure the impact.

Share emails, social media posts, and direct mail opportunities with your constituents and note their response in your database.

See how your branding updates affect your audience’s awareness of your nonprofit.

Preparing, sharing, and building up awareness can all be tracked within one system. Today’s trend to work into the daily operations of your nonprofit has to do with measuring brand awareness amongst constituents of your nonprofit.

 

A custom Salesforce solution can be setup to gauge if your message resonates with your target audience when emails are sent out or social media posts updated. Your nonprofit should be on the same page with changes made to the brand, so that as feedback is shared, your team can interact knowledgeably about the direction you’re headed.

 

Note the observations made based on key differences in demographics, like donors over the age of 45 responded to a direct mail campaign quicker than below 45 year old’s. Women interacted on Instagram more frequently than men did. Measuring these methods of sharing your message and brand can help to influence your decisions to share opportunities in the future.

 

Mark in your database the responses to rebranding efforts, like new fliers for an event or a new billboard at the nearest exit. The frequency they’re seen and reactions to some of these new materials can be placed into fields in their donor or volunteer record so that you can report on the results from the materialization of your brand awareness strategy.

 

Preparing to share more opportunities to boost awareness of your nonprofit? Get in touch with our team to develop a strategy for brand awareness that will yield maximum results!

 

Marianna Woodruff is Director of Brand Awareness at DonorLynk, LLC. DonorLynk aims to provide nonprofits with tailored solutions that work for you, not against you.