CRM Necessity #3 is automation. As you see by the title, automation is our favorite buzzword here at DonorLynk. Our teams love the possibilities that are made available to your nonprofit when you automate more tasks. The main possibility being that you can dedicate more time and resources to making a difference instead of letting all the little tasks pile up to rule your work day.
Automating your donor acknowledgement and cultivation processes within your CRM breathes new life into your development team. You are able to share more opportunities to get involved with your donors while your donors feel valued and more plugged in. Saving time with automation is definitely what you would call a win win.
With the help of automation, you have a more expansive reach because you can do more at one time. Emails and reminders are being sent out behind the scenes to your volunteers, all the while you are out and about, able to check items off your check list for the big volunteer event on Saturday.
In addition to emails being sent out at scheduled times to donors, reminders can be triggered at certain times to let you know to call certain donors or set up a lunch meeting with a few. Overall, this kind of consistent communication lends itself to deepening your relationships with donors because you create more opportunities to get to know them, and why your nonprofit work means so much to them.
If you’re ready to realize the necessity automation is to your nonprofit, we’re here to encourage that forward thinking mindset. Setting up automated workflows in Salesforce means your nonprofit will be saving time, reaching more people, and deepening relationships with your constituents. Get 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.