Helping You Successfully Use Your CRM
At Tackle, what our services are and how we provide them is crucial for nonprofits to be successful. Your customer resource management (CRM) platform is the backbone of digital fundraising efforts. From implementing a new software platform to launching a new software, we know how to make an impact at every stage!
Services
We define our offerings based on three tiers: implementation, usability, and strategy. As your nonprofit grows, your long-term goals are likely to change. Within the transitional period, things like client and donor information become harder to manage, so you’ll need the right CRM tools to save you time and keep your organization afloat! We at Tackle will ensure you can introduce new technology while also integrating your systems with compatible software. Through integration, we’ll provide you with a new software selection as well as optimizing your current software for the best performance.
Implementation
Implementing a new CRM software can be a hassle. Let’s face it, how you use your current data can conflict with your organizational needs overall. That’s where we come in! We’ll help you launch new technology that can integrate with your present organization’s systems. Compatibility matters when you’re managing client information. So we understand that as your organization launches a new system, knowing how to migrate data from an old system needs to be taken into consideration. A successful launch requires a commitment to establish a proactive implementation plan and an energetic execution of that plan. No need to panic because we have the best experts that’ll make the implementation process run smoothly!
Usability
To maximize your CRM’s performance, it’s important to actually know what you’re doing. The significance of software usability is to develop good practices because you want to increase your productivity. With our help, we’ll establish the best tactics of how to re-deploy software utilizations, user software training, and business process design. Our goal with this service is to ensure you have the knowledge on how to identify tasks, metrics, and key performance indicators to make your technology work for you!
Strategy
What’s your plan when making decisions based upon your fundraising efforts? Or do you need help figuring out a plan? These are the questions we here at Tackle can help you discover! Selecting a new CRM takes into account the software’s mobility, flexibility, user experience, and your goals! Some CRMs are designed for certain industries and market segments, while others have a “one size fits all” approach for any organization. And that’s what we’ll analyze when we work with you. We start by performing a needs analysis to help you identify which metrics to focus on and how to build a strategy around that. After it’s complete, we’ll select the most compatible software choice for you!.
Case Study Examples
When CureSMA decided to move away from their current CRM and fundraising platform to something that better suited their expanding needs, they turned to Tackle to help them navigate the best plan for their growing technical needs. Take a further look here!
StandUpToCancer needed to implement a new software platform. Moving from Luminate CRM to the Nonprofit Success Pack on Salesforce was the goal! Since Tackle has established a long-term standing relationship with them, they looked to us on implementing Salesforce’s Nonprofit Success Pack and migrating their information to the new CRM. Check it out!
Importance
A successful CRM provides you with a value proposition that’s hard to replicate. The more interactions your CRM can monitor, the more opportunities you get with donors to create a personalized experience. On the organizational side, perks such as better collaboration across marketing and development teams leads to clear understandings of your donor and gifts processing data. Through your CRM process, a donor’s journey can be shared among your teams to create cohesiveness and cross-functionality.
Having data problems? Training not moving fast enough? Whether you are looking to select a new CRM or you need an extra hand getting your current CRM up to speed, Tackle can help! Contact us today!
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