Empower Your Non-Profit Organization with Sales Automation CRM for Non-Profit Organizations

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there are thousands of non-profits  using HubSpot but is it the right   engagement CRM for your organization hi I'm Matt I lead CauseMic a growth consultancy  for non-profits we've helped hundreds of   non-profits like Partners in Health Surfrider  Foundation and greater good Charities identify   and implement the right technology to grow if you  and your team are struggling to reach and engage   donors because your outdated technology is hard  to use and not connected this video is for you   I will share how you can determine if HubSpot is  the right CRM for your non-profit using our proven   method to evaluate technology the first step  in any successful digital transformation is to   document your must-haves nice to haves and current  pain points grab your notebook and make a list   of stakeholders these are the folks who will be  using your engagement CRM to engage constituents   your list should include gift officers marketers  technology Specialists and key executive you don't   need all of your gift officers but you do want  one to represent their specific needs you should   interview them to identify their ways of working  this will help you determine and document your   requirements if you need help with this process  or are simply too busy to manage it on your own   book a free call with one of our non-profit growth  Consultants using the link in the description of   this video we can provide you with some resources  to help or chat about how we can even do it for   you it's now time to turn your requirements into  user stories for a demo of HubSpot let's say that   your non-profit has three programmatic pillars  and you want to be able to customize constituent   Journeys based on their interest you would ask us  to demonstrate how a donor who gave to a campaign   to test waterways for pollutants would be sent a  different welcome series than a new volunteer who   just signed up for a beach cleanup CauseMic growth  Consultants would go into the giving sprocket the   HubSpot demo portal that we built specifically  for HubSpot to demo to non-profits and we'd show   you how you can leverage subscription types to  customize donor Journeys based on form completion   with limited technical know-how just like that  you've matched a HubSpot demo to your non-profits   requirements we actually recorded a demo of how  non-profits leverage HubSpot which you can access   for free using the link in the description  of this video a digital transformation is an   investment and it's only right you know how much  HubSpot will cost your non-profit there are a few   different costs to keep in mind first up platform  cost this is how much HubSpot will charge you for   the use of their technology the good news is that  HubSpot provides qualifying non-profits with the   40 discount and their CRM it's always free HubSpot  has five different hubs that you can add depending   on your requirements the ones we most often  Implement for our nonprofit clients are the   marketing Hub and CMS Hub marketing Hub is used  for things like sending donor emails and tracking   performance while your non-profits website can  be built on HubSpot using cmshub each Hub has   three different levels starter professional and  Enterprise which is right for you will depend on   your requirements CauseMic's experience growth  Consultants will help you determine which Hub   you need and at what level connecting with them  is as easy as booking a free strategy call using   the link in the description of this video next up  you will want to consider how much your HubSpot   implementation is going to cost exactly how much  will depend on which technology you are migrating   from which hubs you are implementing and how  much support you want in setting up templates   and automation the final and often overlooked  cost is your recurring cost to maintain your tax   stack with fewer Integrations recurring costs are  oftentimes lower for non-profits on HubSpot than   other engagement crms but there is still a need to  include internal or external support to maintain   the health of your database you are trying to grow  your revenue and impact after all it's critical   that your Tech stack gets a regular tune-up much  like how you routinely change the oil in your car   or hit the gym to avoid the hospital HubSpot may  be the best choice for your non-profit but you'll   need to verify that with your requirements in your  budget you will want to schedule demos with one   or two other engagement crms for comparison once  you've evaluated your options it's time to select   the right platform for your organization from  implementation costs to ongoing maintenance to   ease of use there are lots of things to consider  but the good news is that you don't have to risk   making the wrong decision you can book a free  call with CauseMic's experienced non-profit growth   Consultants using the link in the description  of this video we are eager to help you select   the right engagement CRM and ensure a successful  digital transformation if you're wanting to see   how nonprofits are leveraging HubSpot to engage  donors and raise money you can watch our free demo   using the link in the description of this video if  you like this video and want to learn more about   how to grow your nonprofits Revenue subscribe and  hit the Bell also if you have more questions on   how to evaluate if HubSpot is the right engagement  CRM for your non-profit leave your questions in   the comments below from all of us at CauseMic  thank you for all you do to improve our community   as always I want to remind you that growth  is all about progress not perfection thank you thank you