Questions

We are launching a venture fundraising round that is going to be significantly broader (aka way more conversations, people, contacts) than our previous rounds. Is their a good CRM platform we should use to keep track of people and the process? Personal experience most helpful!

Lots of fundraising systems claim to offer a mythological, unicorn-like "360-degree view." However, if they are only storing data about fundraising, they’re only showing you part of the picture. Your best prospects and donors may be involved in your mission as beneficiaries, clients, partners, advocates, online participants and more. Don’t you want to know that? Won’t that allow you to better identify prospects, and build stronger and deeper relationships? You bet it will! And guess what – your constituents expect that the left- and right-hands of your organization talk to each other. Your desk is NOT where prospects turn into donors. If so, your CRM should allow you to easily surface your best relationship opportunities and provide clear, automated pathways for cultivating those relationships.
You can read more here: https://www.salesforce.org/blog/top-3-14159-tips-for-choosing-a-crm-to-meet-your-fundraising-needs/
Besides if you do have any questions give me a call: https://clarity.fm/joy-brotonath


Answered 3 years ago

Unlock Startups Unlimited

Access 20,000+ Startup Experts, 650+ masterclass videos, 1,000+ in-depth guides, and all the software tools you need to launch and grow quickly.

Already a member? Sign in

Copyright © 2024 Startups.com LLC. All rights reserved.