CRM is a strategy, not just a tactic, for non-profits to focus on building relationships with donors and members over their lifetime with the organization. It allows tracking interactions and transactions from initial contact through ongoing engagement, retention, and additional donations. Implementing a CRM system provides benefits like streamlining workflows, gaining insights from data analytics, and increasing fundraising through automated processes and sales team collaboration.

1. ​
https://www.youtube.com/watch?v=hnEQq7kNFWo
“CRM: It’s not a tactic, it’s a strategy.”
Turn the “Corporate speak” into “Non-profit speak”!
Business__________________________
More profitable____________________
Employees________________________
Sales_____________________________
Sales pipeline_____________________
Customer_________________________
Profits____________________________
Customer Relationship
Management______________________
Leads ____________________________
Money _______________________
Company _______________________
Customer lifecycle__________________
Retention _______________________
Acquisition _______________________
Paying customers___________________
Loyal customer base ________________
Customer experience________________
Customer satisfaction________________
5 CRM Benefits
Sales team ___________________________
Web-to-lead forms ______________________
Sales person____________________________
Customer interactions___________________
Business relationships____________________
Business practices ______________________
Business processes______________________
Automatic Workflow Rules _______________
Potential Customers_____________________
Sales “close offline” _____________________
Close more “deals” ______________________
Notes:
leah@leahchanglearning.com 604.715.4354 leahchanglearning.com