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Data Driven Fundraising

For audio dial: 0808 238 9691 & then 906 706 4452 #
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

For audio dial: 0808 238 9691 & then 906 706 4452 #
Uses of CRM
91%
76%
76%
69%
61%

For audio dial: 0808 238 9691 & then 906 706 4452 #
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%

For audio dial: 0808 238 9691 & then 906 706 4452 #
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.

For audio dial: 0808 238 9691 & then 906 706 4452 #
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/

For audio dial: 0808 238 9691 & then 906 706 4452 #
Ensure that your organisation is not complacent when it
comes to decisions about technology

For audio dial: 0808 238 9691 & then 906 706 4452 #
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/

For audio dial: 0808 238 9691 & then 906 706 4452 #
Digital Data Silos

For audio dial: 0808 238 9691 & then 906 706 4452 #
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

For audio dial: 0808 238 9691 & then 906 706 4452 #
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

For audio dial: 0808 238 9691 & then 906 706 4452 #
Make data cleaning a priority – saves money and can help
avoid embarrassing mistakes

For audio dial: 0808 238 9691 & then 906 706 4452 #
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/

For audio dial: 0808 238 9691 & then 906 706 4452 #
Ensure your team has access to the type of training needed
and your organisation reinforces the adoption of CRM
across departments

For audio dial: 0808 238 9691 & then 906 706 4452 #
Cost Driving Decisions

For audio dial: 0808 238 9691 & then 906 706 4452 #
Look for value beyond the actual cost when evaluating IT
suppliers.

For audio dial: 0808 238 9691 & then 906 706 4452 #
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

For audio dial: 0808 238 9691 & then 906 706 4452 #
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

For audio dial: 0808 238 9691 & then 906 706 4452 #
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 #
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 #

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2014 UK CRM Data Driven Fundraising Report Review

  • 1. Data Driven Fundraising For audio dial: 0808 238 9691 & then 906 706 4452 #
  • 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 For audio dial: 0808 238 9691 & then 906 706 4452 #
  • 3. Uses of CRM 91% 76% 76% 69% 61% For audio dial: 0808 238 9691 & then 906 706 4452 #
  • 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% For audio dial: 0808 238 9691 & then 906 706 4452 #
  • 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. For audio dial: 0808 238 9691 & then 906 706 4452 #
  • 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/ For audio dial: 0808 238 9691 & then 906 706 4452 #
  • 7. Ensure that your organisation is not complacent when it comes to decisions about technology For audio dial: 0808 238 9691 & then 906 706 4452 #
  • 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/ For audio dial: 0808 238 9691 & then 906 706 4452 #
  • 9. Digital Data Silos For audio dial: 0808 238 9691 & then 906 706 4452 #
  • 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 For audio dial: 0808 238 9691 & then 906 706 4452 #
  • 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 For audio dial: 0808 238 9691 & then 906 706 4452 #
  • 12. Make data cleaning a priority – saves money and can help avoid embarrassing mistakes For audio dial: 0808 238 9691 & then 906 706 4452 #
  • 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/ For audio dial: 0808 238 9691 & then 906 706 4452 #
  • 14. Ensure your team has access to the type of training needed and your organisation reinforces the adoption of CRM across departments For audio dial: 0808 238 9691 & then 906 706 4452 #
  • 15. Cost Driving Decisions For audio dial: 0808 238 9691 & then 906 706 4452 #
  • 16. Look for value beyond the actual cost when evaluating IT suppliers. For audio dial: 0808 238 9691 & then 906 706 4452 #
  • 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 For audio dial: 0808 238 9691 & then 906 706 4452 #
  • 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 For audio dial: 0808 238 9691 & then 906 706 4452 #
  • 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 #