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CRM Database Best Practice Tips

Posted by Redbourn Business Systems on Tuesday, March 27, 2012 Under: Fundraising Database
Don’t ask what your database can do for you – ask what you can do for your database

This is a short micro blog post containing advice on the little things that make a big difference on your Supporter Relationship Management Database. 
  1.  From a strategic point view, establish SMART objectives for your fundraising and communication targets. Specific, Measurable, Achievable, Realistic and Timebound.  Then monitor frequently your objectives on your CRM’s KPI Dashboard:

  2. Keep your records clean and up-to-date by training your team members on appropriate data entry techniques; and don’t forget to back-up your data frequently:

  3. Identify supporters with attractive lifetime donor value. Segment these supporters into groups and approach them for a high-value gift:

  4. Don’t forget to thank your donors:

For more information on CRM Database Training & Consultancy, Data Cleaning & Wealth Intelligence please contact the AdvantageNFP Team here.

In : Fundraising Database 


Tags: fundraising  donor  database  crm  srm  marketing  data cleaning 
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