August 2022 - Groupfinity

4 CRMS for your small nonprofit so you can ditch spreadsheets once and for all, according to Sasha Lewis.

#046 – Today I am speaking with Sasha Lewis. Sasha has 20+ years of experience working with nonprofits. Her focus is using donor-centric data to achieve greater fundraising success. Sasha founded Moves Management Consulting to assist nonprofit organizations with technology, specifically using CRM to assist in fundraising. Her advice is…

“Start with one of the little ones, find an investment of a hundred dollars a month and get something going because once you recognize how much it’s going to save you when it’s done, you’re gonna wish you did it years ago”.

In this episode we explore the pros and cons of 4 popular CRMs for small nonprofits:

Salesforce
Kindful
Bloomerang
Little Green Light

Be sure to stick around until the end to hear how pandemic made organizations put a higher value on technology.

Apple | Google | Spotify | Stitcher

Resources

4 Key Takeaways

#1 The more robust systems may require to hire an implementation specialist;

#2 Select a platform that is simple and straightforward to you;

#3 Getting a system that integrates with your existing tools will allow you to automate;;

#4 Get out of your spreadsheets and start with something.

Show Notes

**Click the time stamp to jump directly to that point in the episode

[2:24] Salesforce Success Pack is geared to help organizations start to track some items.
[3:20] The nonprofit success pack may require a dedicated person that knows Salesforce
[6:04] No limits is an advantage to Salesforce
[10:03] Kindfull is great for peer to peer fundraising
[13:52] Kindful is fine even if you don't have a staff
[23:53] Little Green Light is one that for its price, I think is one of the most powerful tools on the market
[26:13] This one is one of the most affordable platforms available for $45 a month
[28:00] I would rather you start somewhere and move off Excel
[29:28] If your CRM is not working, you're not raising dollars
[29:43] The organizations that did not value technology, suffered

Some Things To Consider Before You Onboard Your Next Volunteers with Tobi Johnson.

#045 – Today I am speaking with Tobi Johnson. Tobi has 25 plus years of experience with nonprofits. Instead of simply moving to another job when she moved across the country 13 years ago, Tobi decided to start her own company where she could share her expertise and help organizations with volunteerism.

Tobi helps organizations of all shapes and sizes build their volunteer strategy by helping organizations replace old and ineffective approaches with new innovative and research-based practices.

One of her superpowers is showing organizations how to onboard new volunteers and make them feel like they are a part of something…

“This feeling of belongings ingrained in our nature as humans.”

“And when you are a volunteer and if you feel like you’re on the outside looking in, you’re just not going to engage and you’re actually gonna become not as productive.”

“The time that belonging matters most is the time when you’re onboarding new volunteers and welcoming people in to make sure that every single person feels like they belong.”

Through VolunteerPro, Tobi provides online volunteer management training, coaching & community to leaders of volunteers at all levels.

Be sure to stick around until the end to hear Tobi discuss using Bling for Belonging.

Apple | Google | Spotify | Stitcher

Resources

4 Key Takeaways

#1 If your volunteers feel like outsiders, they are not going to engage and will not be as productive as they could be;

#2 Volunteers leave groups when they feel implicit promises are not kept;

#3 Make implicit expectations explicit by naming them;

#4 Giving informal recognition can much more powerful than formal recognition.

Show Notes

**Click the time stamp to jump directly to that point in the episode

[2:23] The feeling of belonging is a deeply human trait.
[5:43] When volunteers feel like outsiders, they're not going to engage and will be less productive.
[8:40] The new volunteer has expectations and they believe promises have been made.
[10:08] Make implicit promises explicit.
[12:53] Make sure new volunteers are connected to your mission.
[15:05] Six reasons why people volunteer
[19:33] Informal recognition is more powerful than explicit recognition
[21:56] Bling for Belonging

4 CRMS for your small nonprofit so you can ditch spreadsheets once and for all, according to Sasha Lewis.

Resources

4 Key Takeaways

Show Notes

Some Things To Consider Before You Onboard Your Next Volunteers with Tobi Johnson.

Resources

4 Key Takeaways

Show Notes

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Join the community

4 CRMS for your small nonprofit so you can ditch spreadsheets once and for all, according to Sasha Lewis.

Subscribe

Resources

4 Key Takeaways

Show Notes

Subscribe

Some Things To Consider Before You Onboard Your Next Volunteers with Tobi Johnson.

Subscribe

Resources

4 Key Takeaways

Show Notes

Subscribe

BE AN INSIDER

Join the community