2. About the study
• Sample size of 334 respondents who had
responsibility for IT infrastructure within
their organisations
• Survey collected between mid-Sept and
mid-Oct 2013 online.
• nfpSynergy collected all responses and
analysed the findings
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4. CRM for Managing Fundraising Efforts
Overall
Less than £5M
Between
£5M & £10M
More than
£10M
Individual Giving
76%
72%
89%
80%
Major Giving
69%
61%
80%
76%
Events
61%
58%
63%
70%
Trusts and
Foundations
58%
54%
61%
70%
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5. Ensure your organisation has a stated strategy for deploying
and adopting CRM. Confirm your CRM supplier can provide
your organisation with the functionality you need to fulfil
your requirements today and the flexibility to accommodate
tomorrow.
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6. To Join the Cloud or Not?
Only 31% use
a cloud-based
CRM system
Image Source: [Cloud Footprint] http://siliconangle.com/blog/2013/06/27/infographic-clouds-growing-footprint-in-storage/
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7. Ensure that your organisation is not complacent when it
comes to decisions about technology
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8. Overwhelming # of Systems
39% of respondents have data in at least 4
different systems
19% holding their data in 5 or more
systems
Image Source: [Cloud Footprint] http://siliconangle.com/blog/2013/06/27/infographic-clouds-growing-footprint-in-storage/
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10. Ensure your CRM can manage and integrate data from as
wide a variety of sources as possible – and incorporate
online to your overall CRM strategy
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11. Data Quality
FIND AN IMAGE
Image Source: [Data Cleansing] http://www.analysis-consult.ca/images/data-cleansing.jpg and http://www.andertoons.com/cartoons/technology
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12. Make data cleaning a priority – saves money and can help
avoid embarrassing mistakes
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13. Resources
• 56% of respondents felt they lack the resources to make the best use of their
data
• 52% don’t have enough time to manage their system effectively
• 35% don’t have enough knowledge about their CRM systems to manage
them effectively
Image Source: [Uneven Scales] http://launchyourself.co/my-balance-scale-test/
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14. Ensure your team has access to the type of training needed
and your organisation reinforces the adoption of CRM
across departments
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16. Look for value beyond the actual cost when evaluating IT
suppliers.
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17. NFPs
Technology
62% feel technology is key to the future growth of their organisation
36% cited use of technology has increased the
amount of funds raised
Image Source: [Insight Rocks] http://i.marketingprofs.com/assets/images/articles/lg/130619-Insight-Word-lg.jpg
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18. Making Use of Data
• 70% of respondents said there was untapped potential in the data their
organisation holds
• Just 30% claiming they were doing a good job in utilising their data for
fundraising and marketing purposes
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19. In summary
üContinually evaluate your CRM to determine its effectiveness to meet your needs
üEnsure your organisation has a CRM strategy in place and adheres to it
üLook for ways to meaningfully integrate data from new sources as they arise
üAutomate as much as you possibly can
üAdopt a habit of cleaning your data frequently and through a variety of means
üInvestigate new technologies with a lens for efficiency and usefulness
üUphold the trust your supporters have given you with their information
For audio dial: 0808 238 9691 & then 906 706 4452 #
20. Thank you for attending!
Don’t forget to download the report
Visit:
https://www.blackbaud.co.uk/datadrivenfundraising
If you have any questions, please email:
solutions@blackbaud.co.uk
Or connect @BlackbaudEurope & @SandraLuther
For audio dial: 0808 238 9691 & then 906 706 4452 #