The amount of devices you use to connect with your organization’s supporters might seem like you have become a circus act, juggling so many phones and tablets at one time. Have you taken the steps to ensure that these devices are working in your favor? Read on for three tips to effectively use tablets in the day to day operations of your nonprofit.
Registration and Attendance
Online application forms and attendance forms can be pulled up on your tablet, in order to provide a quick and simple way to engage your supporter. As they check in to a volunteer opportunity or arrive for a class, use tablets to capture these details. As these details sync to your CRM, the app for your cloud based CRM can be available on the tablet as well. Through this app, you can open the record of the supporter and note the activity they just logged as well as past activity they will have been involved in through your nonprofit.
Mobilization
Employing tablets at your organization gives you a device to grab, for meetings or events, that provides you the combined functionality of a laptop and a phone right there in your hand. Your to-do lists and your donor records can all be accessed at a coffee shop with the swipe and tap of a finger. Mobilize your efforts across the board with tablets for different departments to utilize for different specific meetings and events.
Migration to the Cloud
Now that you’re mobile, you can access your cloud based systems via their apps on your tablets, from anywhere. Access your CRM, fundraising platform, documents, files, and appointments straight from your tablet in the office or onsite at an event location. Connecting with your supporters and your organization’s team has never been so mobile friendly.
“The first rule of any technology used in a business is that automation applied to an efficient operation will magnify the efficiency. The second is that automation applied to an inefficient operation will magnify the inefficiency.” In his own words, Bill Gates sums up the mission of what we do at DonorLynk. We seek to maximize efficiency and increase effectiveness at your nonprofit. Give our team a call to ensure the technology you have in place is most efficient!
Marianna Woodruff is a Business Development Executive at DonorLynk, LLC. DonorLynk is focused on helping nonprofits increase effectiveness and efficiency.