CRM Tag Archive

What are some key donor data points you should have in your CRM? Take a look at the main ones used in the Andar/360 database!

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Maintaining a consistently clean database is no easy task. It takes a lot of time, effort, and staff to ensure that the data in your CRM is usable. To add to the dilemma, your list of to-do items is likely quite long and ever-growing, which makes focusing on a cleanup project that much harder.

Take a look at the latest blog to get some tips on how to focus your attention and get started on a cleanup project!

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What are some questions you should consider when evaluating the effectiveness of your Customer Relationship Mangement database?

Read our latest blog article to find out.

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You can copy (or drag and drop) an account name from Andar/360 to outside Andar/360 and turn it into a link to the Andar/360 account. This will work for any application that understands HTML (e.i. MS Word, and Outlook). Then, for example, an email recipient can click on the link to open the account in their instance of Andar/360 instead of having to search for the account.

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Don't worry. We have you covered. You can view a recording of "Stop Losing Your Donors" on our website. The information-packed webinar co-hosted by Perspectives Consulting Group and Andar Software tackles one of the biggest challenges facing nonprofits that rely on corporate giving: Donor Loss.

Sign up to receive a link to the webinar recording in your inbox!

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The Analytics sub-tab in the CRM tab contains data acquired from Wealth Research firms. This data includes a great deal of both demographic and psychographic data which can then be used to prospect individuals for a Major Gift or Planned Gift.

The acquired data varies from one firm to another, but can include such things as a person's net assets, current income, indirect holdings, largest gift given to a philanthropy or propensity to give. Two popular wealth research firms are Wealth Engine and Donor Search. With Donor Search, a web page may be imbedded in the constituent profile and research returned is populated directly into the profile. This is found on the Individual Account Profile > CRM tab > Analytics Sub-Tab. With Wealth Engine, the data can be imported into the Analytics tab through the Andar connector.

Once imported, this data can be used to effectively qualify prospects for a Major Gift or Planned Gift. For example, the pattern tab and analytics data can identify individuals who have given consistently over time (pattern tab) and who have a high net worth and propensity to give (analytics tab). This type of profile would be well qualified for solicitation of a Planned Gift.

The Bio Analytics App can be added to custom Bio Tabs on the Individual account profiles and to Dashboards via the Account Information App. You can select and display any analytic data for the account on this app.

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What kind of functionality does your Customer Relationship Management (CRM) database have?

This webinar will help Development Teams, Back-Office Teams, and Executives evaluate the differences between using Andar/360 as their CRM, using Salesforce as their CRM, or using both options concurrently. We will discuss the data management opportunities available and uncover the pros and cons of each one.

After this webinar, attendees will be able to more carefully assess what their local organization’s needs are and clearly identify the challenges that are preventing them from operational efficiency.

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Some donors retire; others slip away and fall under the category of "lapsed donors." Donor loss is a big challenge that you can tackle if you're proactive about your approach.

Do you really understand why donors have stopped giving to your organization? Knowing the 'why' is the first step you need to take before filling up the gaps in your donor loss.

Attend a free one-hour webinar hosted by Perspectives Consulting and Andar Software to carefully examine donor research and learn how to use Andar/360 to stop losing donors.

Don't miss out! The webinar is happening on Tuesday, January 28^th, at 2 PM Eastern.

Register Now

Some donors retire; others slip away and fall under the category of "lapsed donors." Donor loss is a big challenge that you can tackle if you're proactive about your approach.

Do you really understand why donors have stopped giving to your organization? Knowing the 'why' is the first step you need to take before filling up the gaps in your donor loss.

Attend a free one-hour webinar hosted by Perspectives Consulting and Andar Software to carefully examine donor research and learn how to use Andar/360 to stop losing donors.

Don't miss out! The webinar is happening on Tuesday, January 28^th, at 2 PM Eastern.

Register Now

Some donors retire; others slip away and fall under the category of "lapsed donors." Donor loss is a big challenge that you can tackle if you're proactive about your approach.

Do you really understand why donors have stopped giving to your organization? Knowing the 'why' is the first step you need to take before filling up the gaps in your donor loss.

Attend a free one-hour webinar hosted by Perspectives Consulting and Andar Software to carefully examine donor research and learn how to use Andar/360 to stop losing donors.

Don't miss out! The webinar is happening on Tuesday, January 28^th, at 2 PM Eastern.

Register Now