G2 Crowd’s recent Winter 2016 Fundraising Grid℠ Report reflects more than 220 new user reviews. Each reviewer was asked to give their recommendations for how other professionals can maximize the benefits of using fundraising software to collect, track and manage donations. Here are five of the best tips users shared to help reap the full benefits of any program chosen by a nonprofit.
1. Organize Donor and Donation Data
Depending on the size of the nonprofit, you could be managing thousands of data points, from donor names to transaction data. It’s important to quickly organize this data in a way that makes sense to the organization. Tips include customizing donor databases to fit the organizational needs by adding unique fields and developing reports that streamline data into a more digestible form.
Reviewers recommend setting these practices in place before or as soon as you implement the fundraising or donation software product to ensure that the data remains organized and easy to manage. Make sure everyone in the organization is familiar with the procedures to guarantee that you’re using the fundraising product to its fullest benefit.
2. Manage Duplicate Listings
Duplicate listings can be a time-suck for organizations when someone has to manually eliminate the duplicate donor profiles. If this is a problem your organization faces, you might consider using a fundraising product that has a duplicate remover, which will handle the issue for you, or other safeguards to prevent donors from signing-up multiple times.
3. Use Support as a Resource
Fundraising software programs are meant to help an organization be more efficient, but reviewers found that the products featured in the Winter 2016 Fundraising Grid Report weren’t so straightforward. However, strong customer support teams can more than make up for shortcomings that made products unintuitive to use (the products included in the report had an average ease of use rating of 79%, but an average quality of support rating of 88%).
4. Leverage reports to save time
According to reviewers, reporting functionality is one of the biggest benefits a fundraising software product can provide. The process of compiling and analyzing pledge data is automated, allowing you to focus on what matters most: engaging donors, fostering relationships, and progressing the mission of the organization. Many fundraising products offer custom reporting, allowing the ability to compare and share the pledge and donor data that’s most relevant to the organization in a straightforward format.
5. Integrate to scale
A number of fundraising products integrate with other software programs such as email marketing, CRM, social media marketing, and more. Users find that programs offering integrations help to streamline and automate the process of fundraising and managing donor databases. To make the most out of integration opportunities, it’s important to consider how a fundraising program fits within the tech stack of the organization.
Make sure to visit our Fundraising software and leave a review of the benefits you’ve experienced using a fundraising product.
If you work for a nonprofit organization, learn more about our G2 Gives program, which provides free software reports and assists with fundraising efforts.