Customer service and relationship management for NPOs

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when it comes to a charitable and non-profit organization every donation and penny counts having a CRM customer relationship management system that is cost effective or even free is ideal for non-profits moment is the best CR room for Charities and non-profits with the CRM system your organization can make sure that its donors are continuously engaged this helps build relationships and trust between your organization and the donor a CRM also helps track donation history so you can identify those who are interested in donating long term your charity or non-profit organization should have a CRM to organize donor information allow effective communication to take place and increase donation conversion rates we will discuss soon how a CRM can help you retain donors for a longer period of time also crms help to increase your brand awareness which will make your non-profit organization more well-known and trusted there are a lot of CRM options available this video will inform you about the best crms for Charities and non-profits we will discuss if your organization needs a CRM the top three CR Rams for your charity or non-profit organization and important CRM features you need for your organization let's get started does charity or non-profit need a CRM all serious organizations rely on CRM software for their campaigns Marketing sales and customer support functions although you can manage your donors and other key details on spreadsheets for your charitable organization you'll lose a lot of time money and efficiency which will reduce your Charities potential to help you cause when using a CRM you will win the trust of your website visitors as you'll have an intuitive system to engage and respond to potential donors customer retention is also increased when using a CRM although as a non-profit you have donors instead of customers the same benefits apply this is because of the vast amount of features a CRM provides which increases engagement and customer support we will discuss some of these tools shortly CR Rams increase profits when it comes to regular businesses and although there is no profit to be made with the charity the organization will definitely increase the amount of money it raises compared to not having a CRM top 3 CR Rams for Charities and non-profits there are many benefits of using a cloud CRM since self-hosted crms are not recommended we will give you a list of the top three clouds your Rams for your charity or non-profit organization number one moment CRM moment is a great CRM for charitable organizations because it's 100 free that's right you can get all the features a moment without even entering credit card details with moment your non-profit organization can add a free live chat to its website which will increase its conversion rate customer service potential and overall donation volume moment also comes with email marketing unified inboxes and session recording all for free which we'll touch upon near the end of this video sign up to moment for free today the link is in the description below number two Salesforce Salesforce is one of the most popular CRM systems in the world it is great for non-profits as it comes with tools to help with fundraising marketing operations and programs their users start from sixty dollars per person and are bound to a one year contract which can be Hefty for most non-profits if your charity has 10 volunteers you'll need to spend over seven thousand dollars on your CRM system which could have been used to help your cause or increase your marketing therefore although Salesforce comes with a lot of features it is too expensive and extensive for smaller or newer non-profits number three Zoho Zoho comes with a dedicated donor management platform which is great for Charities and non-profits similar to moment CRM you can build campaigns to increase donor engagement and fundraising they also integrate with many tools which can increase the productivity of the organization there's no pricing available on their non-profit CRM landing page which means you'll have to book a demo and receive pricing from them to begin important CRM features for your charity or non-profit the most important tool you need for your charitable organization is on live chat moment comes with the best free live chat your live chat widget can be easily installed onto your website and will be connected to your team's Unified Inbox this allows you to quickly reply to potential donors current donors and other website visitors in an efficient and timely manner these messages are saved and can be delegated which greatly improves your inter-organizational efficiency session recording is another amazing feature you can use with moment CRM session recording allows you to view a replay of your website visitors journey through your website and their actions by viewing session recordings you can a B test your website to make it fully optimized for conversion to better your website converts the more donations you will receive finally you can use moments message and email marketing campaigns to send out promotional emails and information for example maybe your charity is matching donations for a month this would be a great campaign to schedule and send to your users aside from these tools there are many other free tools you can use on your website the great thing about moment is that all these features are within a single dashboard and are all 100 free get started with moment CRM ultimately when you're dealing with hundreds if not thousands of donors it is vital for your non-profit organization to keep track of donate Nations support messages and marketing campaigns doing so with the spreadsheet's tedious time consuming inefficient ineffective moment is a free Cloud CRM which is great for small medium and large businesses and is also great for Charities and non-profit organizations moments free to use without entering your credit card which makes it great for non-profits that are running on a tight budget the more money your charity saves and generates using moments the more you will be able to help your cause as discussed moment comes with a free live chat system connected to your unified inboxes and many other tools such as session recording and email marketing all within its free plan if your charity or non-profit organization is ready to increase its donations donor engagement and donor support sign up for moment for free today no credit cards required the link is in the description below happy chatting