Choosing The Right CRM System For Your Small Nonprofit
Interview with Stephen Mally CFRE FFIA - The Director of FundraisingForce and a Fellow of the Fundraising Institute Australia,
FundraisingForce a boutique consulting firm specialising in fundraising strategic plans; direct marketing mystery shopping and database or CRM analysis searches. Stephen has over 30 years fundraising and non-profit experience, having served for 20+ years in the United States for a variety of health care related charities and hospitals.
Section 1: Introduction and early years working in fundraising
● Get an overview of Stephen Mally’s fundraising career which started in USA before moving to Australia
● Reflecting on a successful fundraising campaign and what went into making it a success
● Transitioning from a Director of Development to Principle Consultant for Blackbaud
Starting a fundraising agency specialising in managing databases and CRM systems for nonprofits
Section 2: Finding the right CRM systems for small nonprofits
● The importance of having the right CRM system for your nonprofit
● How to take the necessary steps to find the right CRM for your nonprofit
● Who to contact in the CRM negotiation stages
● How the entire nonprofit can be involved in the CRM decision-making process
● What CRM options are available for nonprofits
Section 3: Utilising the CRM system within your nonprofit organisation
● First steps to take after your CRM system has been successfully implemented within your organisation
● Goals you should be setting your fundraising team when utilising the CRM system
● Where fundraisers and nonprofits are missing opportunities to maximise their CRM systems
● How fundraisers can continually learn to master their CRM system
● Reflecting on a success story of a fundraising team introducing a CRM system to their organisation
Section 4: Fundraising strategies
● How a CRM system can contribute to the planning phases on an upcoming appeal
● Important trends to be aware of in the CRM for nonprofits space
● Stephen Mally’s final advice to help fundraisers and nonprofits on their CRM system seeking journey
