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Moves Management Consulting

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:

  1. Salesforce
  2. Kindful
  3. Bloomerang
  4. Little Green Light

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

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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

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Posted in PodcastTagged 501c3, bloomerang, CRM, Groupfinity, kindful, little green light, Moves Management Consulting, salesforce, Sasha Lewis, small nonprofits
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