Another day, another trend! Today, we take a deeper look into the resources that are available to your nonprofit to move away from “I think” toward “I know.” Gone are the days of being uncertain of how the numbers add up, and having dirty data to show for your efforts. Let’s look at how your CRM can enable your team to report better and grow easier.
Before you can KNOW your data is solid and organized enough to be confident in the results, truly evaluate if your CRM in place is measuring up to your needs. Is it time to explore better options? The cleaner your records, the more exact your report results will be.
The simpler it is to build a report, the simpler it is to understand the report and its results. Understanding the numbers for giving, volunteering, membership, and activities at your organization can encourage transparency with your constituents, and better communication with your administration and board.
When DonorLynk develops Salesforce solutions for organizations, reports are created that you currently run, that you hope to run, and that you need to run (but haven’t been able to until now!). Reporting should be a simple, and even fun!, way to calculate the results of every campaign, event, and giving push.
Once you have the reporting under control, now you can share the data in a creative way. Draw up statistics into infographics, share quarterly giving totals and how those donations were used in a custom email campaign. Let your community know how you make a difference, backed up by hard, cold facts.
Ready for a 360 degree view of how everyone involved at your organization is active and connected? Get the conversation started today!
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.