Our team does not just seek to simplify the before and after of volunteering with your nonprofit, but, also, the during. How can automation improve your volunteer’s service experience? With mobile accessible check in forms, and on site staff to solidify the relationship and make connections (noting these details in your CRM), the “during” gives way to future involvement by your many volunteers.
CHECK IN
Establish one, or several, check in kiosks at volunteer sites for volunteers to visit when they arrive. They’ll have the opportunity to quickly select their name and confirm their attendance. This way, volunteer hours will be attributed to the volunteer, as will the date and time of their involvement, within your CRM. At DonorLynk, we make sure that there is a clear relationship from the registration/check in system to the CRM for your nonprofit.
CONFIRM THE RELATIONSHIP
Members of your team that are present can utilize the app for your CRM to enter notes and new volunteer details as they meet first time volunteers and reconnect with long time volunteers. In our volunteer management solutions in Salesforce, you can not only take note of special skills or availability a volunteer has, but also relationships they may have to fellow volunteers, donors, or clients. It is also valuable to attach them to organizations they volunteer on behalf of. The more details that can deepen the relationship they have with your nonprofit, the better.
MAKE CONNECTIONS
Once a volunteer has checked in and confirmed their relationship/affiliation, a promise for connection can be made. I say this to mean, you can set the expectations that volunteers WILL be followed up with, via email/phone calls. Their time spent with you is appreciated, make sure they know that! Automation within your CRM can ensure that the connections made on site last much longer.
Let’s improve your volunteer experience, shall we? Connect with us 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.