Using CRM Software with Integrity
CRM, Reporting & Data, SecurityIn the last century, if you wanted to verify user information, you could hop on a phone call, or opt-in for physical meetups with a client. However, as technology has evolved to make client data easier to manage, CRMs do have the disadvantage…
Helping You Successfully Use Your CRM
CRM, Digital Fundraising, Guide ServicesAt 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…
Our favorite Nonprofit-Friendly CRMs
CRM, Digital Fundraising, Reporting & DataWorking in a nonprofit brings many challenges. The biggest challenge of all: finding a centralized system to keep your data organized. There’s a lot to manage — client list, customer data, emails, donor lists, and many more. Lucky for you,…
Setting expectations for a technology change
CRM, Digital Fundraising, StaffYou just wrapped up your big end-of-year campaign and after many curse words and much hair pulling, you have decided you are done with your current software. It sucks, it's not working like you need it to, your staff complains about the platform…
First steps in setting yourself up for EOY reporting success
CRM, Guide Services, Reporting & DataThe end of year is upon us and Giving Tuesday is weeks away, appeals are getting sent, and special events are wrapping up. With all of these pushes, reporting becomes critical in measuring the success of your fundraising efforts.
I also know…
Event Feature Flexibility: An Interview with Qgiv
Digital Fundraising, Guide Services, InterviewWe are excited about our new partnership with Qgiv! From donation forms to event registration to auctions and more, Qgiv provides diverse software offerings for your everyday fundraising needs as well as add-on features that integrate seamlessly…
Tackle News: Welcome, Kim Martinez
Interview, News, StaffTackle is excited to announce our latest addition to our team, Kim Martinez! Kim is joining our team as the Services + Project Operations Manager and we know her previous experience will be a huge benefit to our team and to our clients.
Kim…
Moving away from Luminate CRM for your nonprofit
CRM, Digital Fundraising, Guide ServicesThis sucks. You weren't planning for a big CRM switch in 2021, time wise or budget wise. But, c'mon now, you KNOW you've been talking about leaving Luminate CRM for years now. The time has arrived and we want to help you make lemonade out of…
Platform Integrations: An Interview with Fundraise Up
Digital Fundraising, Guide Services, InterviewOur team at Tackle has worked with so many fundraising systems over the years, that it is rare we find one we get so excited about. Fundraise Up is has become this unicorn with our team.
Fundraise Up is always learning from user data on ways…