Create a Social CRM Experience

Design interactive communities
A social CRM platform also should include relationship-management solutions that foster interactive communities throughout your organization. A group of nonprofit employees, volunteers and donors share content and a common set of data in order to enhance communications and community spirit. Interactive features drive the group to efficiently achieve fundraising and program objectives and, at the same time, create an extraordinary sense of accomplishment and commitment, as well as a significant giving experience for donors and staff. With a social CRM system, nonprofits can use extensive knowledge to make interactions more productive and meaningful. The more defined and targeted the knowledge your community shares, the more effectively your community will function and the greater the fundraising accomplishments will be.

For example, a campaign-wide online activity report helps supporters monitor fundraising progress. Statistics such as total dollars contributed
and rankings of top fundraisers create friendly competition and drive staff and volunteers toward successful completion of campaign goals.

Identify and target donors
Affinity, propensity and capacity are key in identifying and targeting potential major-gift donors. Information such as assets, affiliations and professional history can be critical when approaching prospects. Real-time access to internally generated and externally acquired data is necessary for effective fundraising. By analyzing individual donor and prospect information — and looking at their relationships and affinities — fundraisers can target the right people in the right ways.

Automate workflow
Configurable, role-specific workflow automation enables automation of all business data and processes. A social CRM system that provides a centralized hub for updating all interactions and milestones will help fundraisers manage opportunities and workflow. These tools allow fundraisers to set due dates, priority, status and other task information, allowing them to monitor the tasks they’ve assigned, keep track of progress throughout the organization and ensure projects are completed on time. This results in consistent, best-practice approaches to report on information organization-wide.