The term “CRM” can refer to two things: customer relationship management and constituent relationship management. While the two terms are similar, “customer” is used to refer to the commercial world. “Constituent” is applied to nonprofits and other entities. For the purposes of this guide, we’ll be referring to the second definition.
What Do Nonprofit CRMs Track?
What Data Sources Are Stored in a Nonprofit CRM?
In order to track important information about your constituents, you’ll need to record a variety of data sources on them.
Hopefully, your CRM should be storing lots and lots of data! The more data you have on your constituents, the better you can get to know them so you can approach them with personalized content and appeals that are more likely to keep them engaged.
Obviously, not all of this data will be readily available for all constituents, but the hope is that your CRM has space for it. If you know the detail, you should have a clearly understood place to input it.
What Other Types of Nonprofit Software Are Included in CRM Systems?
The Benefits of Using a Nonprofit CRM
Nonprofit CRMs and Data Reporting
Choosing the Right CRM for Your Organization Step-by-Step
Tips for CRM Data Migration
In order to start using your new nonprofit CRM, your organization will need to transfer all of your current data from your old systems into the new platform.
It’s no secret that CRM data migration can be one of the most difficult and time-consuming parts of the buying process. However, there are some ways to make it easier. Read our tips to find out how!